
Invoicing User’s Guide September 2010 103
7
Working with the Address Book
Use the Address book to store contact information for your customers. You can access your
Address book information through Invoice Settings or during the invoicing process.
Read the following topics to learn about creating and managing Address book entries.
“About the Address Book” on page 103
“Adding Contacts to the Address Book” on page 104
“Editing Address Book Entries” on page 110
“Searching for Contacts” on page 114
“Deleting Address Book Entries” on page 115
About the Address Book
Use the Address book to store information about your customers. You identify customers by
their email addresses. You can add the following optional information for each customer:
Name
Company name
Phone numbers
Country
Currency
Language
Billing information
Shipping information
In addition, you can add notes to include in an invoice and memos to yourself that will not
appear on the invoice.
You can access Address book information when you create invoices, when you research
invoices in Manage Invoices, and in Invoice Settings.
You can search your address book by email address, contact name, or company name.
You can edit any field for a contact or delete a contact if you no longer need it.
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