Contact activity and attachments

Click a contact's name on the Contacts page to open the contact's own page. Its tabs bring together everything about that relationship; the stored record itself sits under Contact details and Financial details.

The activity feed

The Activity tab lists every document that references the contact: invoices, bills, credit notes, estimates and purchase orders.

• Switch between the All, Invoices and Bills sub-tabs, each with a live count.
• Search by an amount, a reference, or a document number.
• Each row shows the document's type, number, dates, amount due, total, and status. Click the number to open the document.

Beside the feed, the contact's balances show at a glance: Invoices owed to you and Bills you need to pay, each with any overdue amount underneath.

To raise something new for this contact, choose New at the top of the page and pick Invoice, Bill, Quote or Purchase order. The new document starts with the contact already filled in.

Attach files to a contact

The Files tab holds supporting documents, for example an agreement or a supplier statement.

1. Open the Files tab and choose Add file.
2. Pick one or more files. PDF, JPEG and PNG files up to 20 MB are supported.

Click a file's name to open it in a new tab, and choose Remove to take one off the contact. You can also mark one file as the contact's primary file with Make primary.

Related

• Send a statement of account
• Create and edit contacts
• Invoice statuses