How to process Cloud Commerce Orders when new addresses are found.

Sometimes when Adding a new order in Cloud Commerce the address will be different than what is in CustomBooks™. In this case, the system will ask if you want to add a new address or update an existing address. See the figure below for instructions on how to process this.

1. This is the CustomBooks™ customer that will receive the new or updated address.
   
2. There will be a tab for each new address found. In this example there is one tab which means one new address to process.
   
3. Choose Add New to add a new address or Update existing (1) to update an address that is already associated with the  CustomBooks™ customer. The (1) is in reference to how many addresses the customer currently has in CustomBooks™.
   
4. This shows the list of existing addresses. Click the one you want to update. This will not show if you are adding a new address.
   
5. For each red exclamation point, click the field that has the value that you want to use when updating. The red exclamation point will appear when the fields coming in have a different value that the existing field in CustomBooks™. In this example CustomBooks™ needs to know if you want to use Primary or Samantha Fish as the address label and if you want to use Samantha Fish or Samantha as the first name.
   
6. The pencil icon allows you to edit the field's value manually. You might want to update the last name to Fish in this example.
   
7. Click Update Address #1 (or Add New if adding) once you have completed the edits.
   

• Related Articles

• Cloud Commerce

  Overview and Features Using Cloud Commerce , connect your Sales Channel to your online store or eCommerce aggregator/shipping manager, ShipStation. Watch orders come from your website and automatically record themselves as sales orders, shipments, ...

• Adding Work Addresses

  To automate your payroll filings, we need to have your company's accurate addresses. Please enter your mailing and filing addresses and all addresses where you have employees physically working in the United States. To add new addresses, navigate to ...

• AccountingSuite™ Release Updates: Jack Russell 4: Cloud Commerce, Cloud Payroll and more!

  Cloud Commerce Your Square sandbox account can now be connected in either your live or sandbox AccountingSuite account. Transactions approved from Square stores will now display transaction details on the Cash Sale documents that are generated. You ...

• Adding Sales Tax on Transactions

  Adding Sales Tax on Transactions To calculate Sales Tax on Sales Orders, Invoices and Credit Memos, follow these steps. Please note that this process will result in charges being assessed for sales tax calculation. ​ Create the Invoice or Credit ...

• Cloud Commerce Setup Instructions

  Create an Account at itembase Go to itembase and create an account by clicking the “Sign Up” link in the upper right hand corner. Create your account and log in. Connecting your Webstore to itembase Search for and choose your web store. Click ...