Billing Manager Help

• Getting Started

• Log in and out
• Forgot your password?
• Set up your company information
• Change your settings
• Set up your products and services

• Invoices and Estimates

• Create your first invoice
• Create a recurring invoice
• Create an estimate
• Other invoice tasks
• Work with existing invoices
• Use invoice folders
• E-mail invoices
• Print invoices

• Payments

• Get paid and record payments
• Let customers pay you online
• Process payments yourself
• Voids and Refunds

• Find Contacts and Customers

• Use the Search Tool
• Filter your data by date
• Sort Your Data
• Sort Information

• Work with Customers

• Manage your address book
• Import and export contacts
• Tag contacts and customers
• Create custom fields

• Get answers from Billing Manager

• Find Information

• Support

• Frequently asked questions
• Get help
• Give feedback

• Legal Information

• Terms and conditions
• Privacy policy

Manage your address book

1. Click My Address Book in the left navigation panel to display a list of your contacts.



Note that for customers, the outstanding balance is displayed in the right column.

2. Click Create a Contact to enter information for a new contact.

3. Click a link to perform the task you want for this contact.

   Show Details This displays detailed information about the contact, adds a History button, shows any amount due, and displays additional task links for this customer's invoices.

   Create an Invoice This opens a new invoice for the customer with the name and address information pre-filled.

   Delete This removes a contact permanently from your address book. If you have sent an invoice to a contact, you can't delete the contact.

   Map This displays this contact's address in Google Maps.