Contacts

Add and organise the customers and suppliers you do business with, and see every document and balance for each one.

Contacts are the customers and suppliers you do business with. Keep their details in one place, then open any contact to see every document between you, the balances either way, and a statement you can send.

Managing contacts

Create and edit contacts

Add customers and suppliers and keep their details up to date

Contact groups

Organise contacts into groups and filter the list by them

Statements and activity

Contact activity and attachments

One feed of a contact's documents, plus attached files

Send a statement of account

View, download, or email a contact's statement