You can add a contact to: 

  • Bank transactions

  • Invoices 

  • Tax invoices

  • Credit notes

How to create a contact

  1. Go to Settings.

  2. Select Contacts.

  3. Select Add new contact.

Enter the following information for each contact:

  • Contact name 

  • Email address

  • Phone number(s)

  • Postal address - Address finder will help to populate these fields. An address is essential for any contacts you will be invoicing.

You can now also enter in Bank details with particulars and code for any contacts you will be paying. You can set up these payments and export them with your Bill Payment file. You will be prompted to completed the contact if a bank account has not yet been set up.

Once you have created the contact, click Save.

NOTE: For tax invoices and credit notes, you’ll need to include the contact’s postal address.

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