
Working with the Address Book
Searching for Contacts
7
114 September 2010 Invoicing User’s Guide
8. Edit any existing shipping information.
- Or -
Click Enter a different address in Shipping information to enter a shipping address.
When you select this option, the Edit Contact page displays shipping address fields.
9. Enter text in Memo to track information for your own use.
NOTE: This information does not appear in the invoice.
10.Click Save.
The Address book page opens. Your edited contact appears in the list on the left side of the
page and is automatically selected. The contact’s information appears on the right side of
the page.
11. You can now add or edit other Address book entries.
- Or -
If you opened the Address book from the Create a new invoice page, click Add to
Invoice.
The Create a new invoice page opens and displays the contact’s edited information from
the Address book.
Searching for Contacts
When you open the Address book, you can look for contacts using the Search field. Address
book Search looks through the following fields to locate matching information:
Email address
First or given name
Last or family name
Company name
When you enter text in the field, Search automatically begins looking for a match on the third
character you type. Matching contacts display below Search. You can continue to refine the
Field Description
Country Shipping address country; select from the drop down list.
Address Line 1
Address Line 2
Up to 2 lines of the contact’s shipping address.
Zip Code Zip or postal code.
City/State Shipping address city name in the first field.
Shipping state code in the second field; select from the drop down
list.
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