Adding a Contact

Contacts are the people and businesses you trade with — your customers, clients, and suppliers. Every invoice, bill, and payment in Acusheet is linked to a contact.

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How to Add a Contact

1. Click Contacts in the left sidebar
2. Click the New Contact button (top right)
3. Fill in the contact details
4. Click Save

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Contact Fields Explained

Basic Information

Field	Required	Description
First Name	Yes*	Contact's first name
Last Name	No	Contact's last name
Company Name	Yes*	Business name (*required if no first/last name)
Display Name	Auto	How the contact appears throughout Acusheet — auto-filled from name/company
Email	No	Used for sending invoices and reminders
Phone	No	Contact phone number
Website	No	Business website

Tip: Either a personal name or a company name is required — you don't need both.

Billing Address

Field	Description
Address Line 1	Street address
Address Line 2	Suite, floor, or building number
City	City
State / Province	State or emirate
ZIP / Postal Code	Postcode
Country	Country

Additional Details

Field	Description
Currency	The currency this contact trades in. Defaults to your company currency.
Tax Number	The contact's VAT or tax registration number — printed on documents

Opening Balance

If this contact had an existing balance before you started using Acusheet, you can enter it here. See Contact Opening Balances for details.

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Customer vs Vendor

Acusheet doesn't require you to categorise a contact as a "customer" or "vendor" upfront. The same contact can have both invoices and bills against them. The system determines their role based on the documents you create.

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Frequently Asked Questions

Can I have two contacts with the same name?
Yes. Contacts are identified by their ID, not their name, so duplicates are allowed — though not recommended. Use the company name or tax number to differentiate them.

Can I import contacts in bulk?
Bulk import is not currently supported. Contacts must be added individually.

Can I attach a contact to multiple currencies?
Each contact has one default currency, but you can override the currency on individual transactions (e.g. an invoice can be in a different currency from the contact's default).