User's Guide
Table Of Contents
- Invoicing User’s Guide
- Contents
- Preface
- About Invoicing
- Creating Invoices
- Managing Your Invoices
- Managing Invoice Payments
- Customizing Your Invoice Information
- Working with Invoice Templates
- Working with the Address Book
- Working with Saved Items
- Managing Your Tax Information
- Invoice Administration
Working with the Address Book
Adding Contacts to the Address Book
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106 September 2010 Invoicing User’s Guide
6. Click Update recipient’s billing information in my address book.
7. Select a shipping address option:
– Don’t show shipping information
Select this option when you want to track shipping information, but do not want it to
appear in the invoice. When you select this option, the page does not display shipping
information fields. You must select the Same as billing address option to show the
shipping information fields.
– Same as billing address
Select this option when the billing and shipping information are the same. This option is
automatically selected when you add address information for a recipient.
– Enter a different address
Select this option when the billing and shipping information are different and you want
the shipping information to appear in the invoice. When you select this option, the
Recipient information page displays shipping information fields for you to use.
8. Enter Shipping Information.
Zip code Enter the zip or postal code.
City/State Enter the city name in the first field.
Select a state code from the drop down list in the second field.
Additional information Enter any information you want to track for this recipient. For example, you
can enter your recipient’s account number in this field.
Field Description
First name Enter the recipient’s first or given name.
Last name Enter the recipient’s last or family name.
Business name Enter the name of recipient’s business.
Country Select the country from the drop down list.
Address line 1
Address line 2
Enter up to 2 lines of the recipient’s address.
Zip code Enter the zip or postal code.
City/State Enter the city name in the first field.
Select a state code from the drop down list in the second field.
Update recipient’s shipping information in
address book
Select this option to save the shipping address in your Address
book. The recipient’s shipping name and shipping business name
are for this invoice only and not saved in the Address book.
Field Description