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 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.