Introduction

Follow these steps to create a new contact:

1. Go to Contacts -> +New.

General Section

Display Name - *required.
Company Name
Reg / ID No.
Contact Persons
Type - *required.
*Note: You can have multiple types for one contact. If the contact you are creating is your customer, supplier, and employee, tick all of the checkboxes.
Receivable Account - If you tick the Customer contact type checkbox, you need to select the Receivable Account.
Credit Limit: Setting a credit limit will prevent the customer from having outstanding receivable amount beyond the limit.
Payable Account - If you tick the Supplier contact type checkbox, you need to select the Payable Account.
Groups - Set the contact group for this contact, if applicable.
Price Level - Set the price level for this contact, if applicable.

3. Contact Information Section.

Add in Email Address and Phone Number. *optional

*If you send the e-invoice to this customer, the system will use the email you enter for this contact.

4. Addresses section.

Type in a Billing Address or/and Shipping Information. *optional

If the Contacts Billing & Shipping Address are the same, tick both ‘Default Shipping’ and ‘Default Billing’.
If they are different, click + Address to add a new address.

5. Default Settings section

Tags
Currency
Payment Term
Income Account
Expense Account

*If you set up the default in this contact level, the system will use this default (override the general default settings) when you record a transaction.

6. Automated Email section.

By default, Monthly Statement and Invoice Reminder will be turned on.
Toggle off Monthly Statement and/or Invoice Reminder if you do not wish the system to automatically send emails to the contact.