Create contact records for customers or vendors you regularly deal with. This saves time when entering sales and expenses and helps track who owes you money and who you owe money to. You can also import your contacts to speed up data entry. To create a new contact - Go to Contacts.
- Click New Customer or New Vendor.
- Complete the following information:
| Business Name | The contact’s company name. | | Contact Name | The contact’s name. | | Reference | A reference for the contact. | | Email | The contact’s email address. | | Mobile | The contact’s mobile number. | | Telephone | The contact’s telephone number. | The Account Details tab Enter the following information: | Country | Select the contact's country. | | Address | Enter the contact’s address. | | Account Default | For customers, select a default sales category. For vendors, select a default expense category. Use the default when creating invoices, credit notes, quick entries, and sales quotes. | The Payments Details tab Complete the following information: | Set Credit Terms | Select the checkbox and enter the number of days of credit this contact will have. For customers, you can also enter any custom terms and conditions. These appear on the invoices you send to your customer. | | Account Name | Enter the name of your contact’s bank account. | | Bank Transit Number | Enter the branch number. | | Institution Number | Enter the bank identification number. | | Account Number | Enter their bank account number. | The Defaults tab - Choose the default language for the contact in the Language field.
The Notes tab - Select Notes and enter any notes you want to record for the contact.
- Select Save.
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