Add a new contact 😃


Keep track of customer and vendor information.

To create a customer or vendor contact, click your business name in the upper-right corner and select Customers & Vendors from the drop down menu. 


Click the New Contact button. 


Fill in the fields for the following information: 

  • Company Info
    • Company Name
    • Contact Type
    • Tax Number
    • Address(es) 
  • Primary Contact Info
    • First Name
    • Last Name
    • Email
    • Phone

Once all the information is complete, click the Save button at the bottom of the page.

Once saved, you will be able to update the company address, set a preferred payment method, set auto-approval standards, and view their billing history. 

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