Create a new customer or supplier contact
Create contact records when you deal with the same customers or suppliers on a regular basis. This saves you time when entering your income
Contact records can be created with as little information as a Name.
Choose to keep our defaults or enter your own information. You can do this now or come back and edit the record at any time.
When you start entering transactions such as sales invoices, we use the information set on the contact record to determine the ledger account, VAT rate, due date, currency and price.
How to enter contacts
If you have already have a list of exiting customers or suppliers, consider importing them from a spreadsheet (CVS file). Otherwise create each customer
Read about how to create contacts
Import customer and supplier contacts
Set up a contact as a contractor for CIS
Set up a contact as a subcontractor for CIS
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