Contacts

Everything you need to know to create and manage your customers and suppliers.


Create contacts

How to create customer and supplierrecords and enter opening balances.

Use the Contacts list

Create a customer or supplier record

Import your contacts

Enter opening balances for customers

Enter opening balances for suppliers


Work with contacts

Once you've created contacts, find out how to:

Manage contacts

Send customer statements

Check supplier statements

Edit a contact

Delete a contact


Report on contacts

Find out more about your customers and suppliers with reports.

Activity report

Statement summary

Aged debtor report

Aged creditor report

Address list