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Contact | Add client, customer, patient or supplier

You can add a new client, customer, or contact to your address book in 3 ways.

1. Create a new contact in the address book

In the menu bar, you can click on Address Book and create a new contact.

Here, you can specify whether the contact is your client, and also indicate if the company is your supplier (for example, if this company also sends invoices to you). This means the contact is used for both sales and purchase invoices.

 

Handy tool: directly search the Trade Register to automatically load all the details.

 

2. Create a new client, customer, or contractor for a new invoice

 

 

 

 

 

 

3. Create a new supplier for an expense

by Mari Last update: 24 Jul, 2024