Mark a Debtor as a Delivery Debtor for a Client

Depending on your role in WorkBook, you can mark a debtor as a delivery debtor for specific clients in Resources. When you mark a debtor as a delivery debtor, the order will be delivered to the delivery debtor's address while the invoice will be delivered to another address. If you want to mark a debtor as a delivery debtor for all clients, use the debtor card in Settings > Debtors > Debtor List.

To mark a debtor as a delivery debtor for a client:

1. On the main toolbar, click Resources .
2. On the right side of the grid toolbar, under the filter icon , select Resource Default Grid from the drop-down menu.
3. Select the client linked to the debtor that you want to mark as a delivery debtor by completing any of the following actions:
   • In the Search in Grid field, enter the name of the client, then select it from the grid.
   • Click the Filter field next to the Search in Grid field, select Clients as your filter, and select the client from the grid.
4. On the grid toolbar, click Resource Information / to display the client card.
5. On the side toolbar of the client card, click Client Settings > Debtor.
6. In the Delivery Debtor Only column of client card grid, select the check box for the debtor that you want to mark as a delivery debtor for the selected client.