Manage your Contacts

Manage all of your Contacts in one place. From adding contact details, and payment details and viewing reports and account statements.

From the Contacts tab, click New Supplier +. Add the supplier’s name and the currency, then click Add.

Save Contact bank details for Voly Money payments (if applicable)

To make payments directly from the Voly platform, you will need to save your contacts as new beneficiaries.

To make your Contact a beneficiary you will need to view the Make a Payment from Your Voly Money Accounts article.

You have the option within Voly to merge two contact accounts.

Go to Contacts. Click on the contact you wish to Keep from the list, then click Supplier Details > Merge Supplier.

Select the contact you wish to merge the contact account with (in the dropdown list, you will see all contacts with the same currency, or use the Supplier Name box to find the other contact name you wish to merge). Then click Merge Supplier.

You have the function within Voly to save your supplier’s details, such as email address, contact name, etc.

Edit the Contacts name

Go to Contacts and click on the 'i' symbol alongside the supplier name.

Edit the name in the Supplier Name box. Then, click anywhere outside the box to save the new name.

Edit Contacts currency

A contact is always locked with a currency on the Voly platform. This means that once the supplier has been saved in the system, you won’t be able to change its currency. Instead, you will need to save it as a new contact.

You will be able to delete a contact only if there are no transactions saved against it!

1. Go to the Contacts tab

2. Click on the contact in the list

3. Click Delete Supplier and confirm. The contact has now been deleted.

Still have questions?

Send us a message through the chat icon in the web app, email us or keep looking through our Help Centre for more information.