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 toContacts.
ClickNew CustomerorNew 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.
InstitutionNumber
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
SelectNotesand enter any notes you want to record for the contact.
SelectSave.
To view or edit a contact
Go toContacts.
Select a contact.
Edit contact details as needed.
SelectSave.
To delete a contact
If a contact has no transactions associated with it, select it on the Contacts list.
Go to Contacts.
Select a checkbox next to the contact to delete.
Use the trash icon to delete the contact.
Limitations
You can’t delete a contact that has transactions associated with it.
You can’t delete the Main Contact name or Main Address. As a workaround, change the contact name to "Don’t use” as needed.