In the Contact information section of the Pick Your Preferences screen, shown below, you can select the contact information you want to include on invoices and receipts. You can select any combination of Phone, Alternate Phone, Fax, Email, Address and Website. (Open the screen by clicking "invoice perferences" in the INVOICE CONFIGURATION section of the Settings-->Configuration screen.)
Check or uncheck boxes in this section to show or hide a contact field. The data value for the field is displayed to the right of the checkbox. If you do not see a value for a particular field, it has not yet been defined.
To edit Contact information fields, follow the steps below:
Click the “(edit)” link to the right of the Contact information header.
The Update
Your Contact Information screen opens, as shown below.
Enter or change
values in any of the fields.
NOTE: Your address can only be changed
by submitting the
address/name change form.
You can get this form by contacting your service provider.
Click the “save” button to save changes and return to the Pick Your Preferences screen. Or click “cancel” to discard changes.
The new field
values will now be displayed in the Contact
information section of the Pick
Your Preferences screen.
NOTE: Be sure to click the “save” button
at the bottom of the Pick
Your Preferences screen
to save any changes you made to the checkboxes in the Contact information section. You do not need to click the
“save” button at the bottom of the screen if all you changed were
items in the Update
Your Contact Information screen.
