Navigate to the Overview Tab and open the Quote or Invoice Preferences. Then open the active record and search for the Adress Block fields below.

Quote Preferences & Invoice Preferences

The system administrator can use the default or customize, in which order contacts are displayed at the address block (1st page at PDF) or the contact information (2nd Page at PDF).

Open

1. Edit the settings for Address Block (1st Page).
   

   • Default: Choosing default changes all picklists to default. (See default values below)

   • Select a picklist value. The system will then find the first (top) if that is empty move to the next picklist below. Which means, in the standard we show the postal recipient if that is empty we look for the debtor, and so on.

   • Values: Account, Agency, Beneficiary, Intermediary, Debtor, Postal Recipient, not selected (This field is not used for the order).
     
     
     
     

2. Edit the Contact Information (2nd Page).

   • Default: Choosing default changes all picklists to default. (See default values below)

   • Select a picklist value. These will populate the 4 columns on your second page of the PDF above your 

   • Values: 

     • Quote Preferences:  Account, Agency, Beneficiary, Intermediary / Owner, Debtor, Postal Recipient, not selected (This field is not used for the order).

     • Invoice Preferences: Account, Agency, Beneficiary, Intermediary / Sales Representative / Owner, Debtor, Postal Recipient, not selected (This field is not used for the order).

ADvendio default values:

• Address Block (1st Page): Postal Recipient if EMPTY Debtor if EMPTY Agency if EMPTY Advertiser

• Quote Preferences: Contact Information (2nd Page): Account,  Debtor , Agency, Intermediary / Owner (Quote Preferences)

• Invoice Preferences: Contact Information (2nd Page): Account, Debtor, Agency, Intermediary / Sales Representative / Owner (Invoice Preferences)

Account Name Addition on Cover Letter Address Block

When configured, the Name Addition appears on a new line directly below the Account Name, providing additional company information (e.g., department, division, or legal suffix) without modifying the original Account Name field.

Rendering Order

When a Name Addition value is present, the address block displays in the following order:

1. Account Name

2. Account Name Addition (new line)

3. Contact Name (if available)

4. Address Information

Open

If the Name Addition field is empty or contains only whitespace, the system suppresses the line entirely — no extra blank line or spacing is introduced.

Data Source Logic

The system retrieves the Name Addition value differently depending on the PDF type:

Important: For Invoice PDFs, the system always reads from the Invoice record, not from the current Account. This ensures that the PDF reflects the data at the time of invoicing, even if the Account has since been updated.

Recipient Type Selection

The system uses the existing AddressBlock1stPage__c preference field to determine which Account type is the address block recipient. The Name Addition feature works universally across all six supported recipient types:

• Advertiser

• Agency

• Beneficiary / Principal

• Invoice Recipient / Debtor

• Intermediary

• Postal Recipient

Configuration Steps

1. Navigate to your Quote Preferences, Invoice Preferences, or Optimization Preferences (Setup & Settings > Overview Tab).

2. Ensure the AddressBlock1stPage__c field is configured to target the desired recipient type.

3. Populate the NameAddition__c field on the relevant Account record (for Quotes/Optimizations) or ensure the corresponding Name Addition field is mapped on the Invoice record (for Invoices).

4. Generate the PDF — the Name Addition will render automatically if a value is present.

Invoice Field Mapping

For Invoice PDFs, the following fields on the Invoice object store the historical Name Addition values:

• AdvertiserNameAddition__c

• AgencyNameAddition__c

• BeneficiaryNameAddition__c

• RecipientNameAddition__c

• IntermediaryNameAddition__c

• PostalRecipientNameAddition__c

These fields are populated during Pre-Invoice Generation. No manual configuration is required for this mapping.