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Administrator Guide
Last Updated: 2024-09-20
Set Up Company Contact Information

Set Up Company Contact Information

You can set up company contact information to mail company documents and notifications to the correct addresses. Once you set up contacts for your company, you can:
  • Mail various documents to more than 1 address at once.
  • Identify a primary address and other addresses. The primary address that you select will by default display on selected documents that you create after the effective date. Example: invoices, statements, and remit to.
  1. Access the
    Edit Company Contact Information
     task.
  2. As you enter company contact information, consider:
    Option Description
    Phone
    Enter customer phone information, such as country phone code, phone number, phone device. Select the
    Usage
     type to specify the reason you’ll use the contact for.
    Select
    Primary
     to set the phone number as the primary phone number to populate on selected documents.
    You can only have 1 primary phone number.
    In the
    Use For
     field, select the documents on which you want to display the primary phone number.
    Set the
    Visibility
     field to
    Public
     to make the phone information public.
    Address
    Enter an
    Effective Date
     from when you want the address to take effect.
    Enter address of the company.
    Select the
    Usage
     type to specify the reason you’ll use the address for.
    Select
    Primary
     if you want to set the address as the primary address.
    You can only have 1 primary address.
    In the
    Use For
     field, select the documents on which you want to display the primary address of the company. Some of the choices are:
    • Billing
    • Mailing
    • Procurement
    • Remit To
    • Shipping
    • Payroll Tax Form
    Set the
    Visibility
     field to
    Public
     to make the primary address public.