Add and manage customers and suppliers

1. Select Contacts in the sidebar, then + Add contact.
2. Choose the contact type: Customer, Supplier or Customer & supplier.
3. Enter the display name and, if you have them, the legal name, accounts email, phone and SIREN / VAT number.
4. Set Payment terms (for example 14 days) and the default account. These pre-fill new invoices or bills.
5. Select Save contact.

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You can also add a customer while writing an invoice: select + New next to the customer field.

Attach files to a contact (for example a contract) with + Attach file.