Managing Contacts

The Contacts page gives you a full view of everyone you do business with and their transaction history.

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The Contacts List

Navigate to Contacts in the sidebar to see your full contact list. Each row shows:

• Name — Display name (person or company)
• Contact Person — The individual at the company
• Phone — Contact phone number
• Email — Primary email address
• Type — Customer, Vendor, or both

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Searching & Filtering

Use the search bar at the top to find contacts instantly by name, email, or company.

You can also sort the list by clicking any column header.

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Viewing a Contact

Click any contact row to open their detail page. Here you'll see:

• Contact information — All fields as entered
• Transaction history — All invoices, bills, payments, and credit notes linked to this contact
• Outstanding balance — How much is owed to you or by you
• Statement — A running ledger of all their transactions

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Editing a Contact

1. Open the contact
2. Click Edit (top right)
3. Update any fields
4. Click Save

All linked documents are updated automatically — no need to re-assign anything.

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Deleting a Contact

1. Open the contact
2. Click the ⋮ menu (top right)
3. Select Delete
4. Confirm the deletion

Warning: You cannot delete a contact that has transactions (invoices, bills, payments) linked to them. Archive or reassign those transactions first.

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Copying a Contact

If you need to create a contact similar to an existing one:

1. Open the contact
2. Click the ⋮ menu → Copy
3. A duplicate is created which you can then edit

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Contact Statement

A contact statement is a summary of all activity between your business and that contact over a period.

1. Open the contact
2. Click Statement (if available)
3. Choose a date range
4. Download or print the statement as a PDF

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Frequently Asked Questions

Can I merge two duplicate contacts?
Contact merging is not currently supported. You'll need to manually reassign transactions from one contact to the other before deleting the duplicate.

Where can I see a contact's balance?
Open the contact's detail page — it shows their outstanding balance, broken down into receivable and payable, along with full transaction history.

Can I see all invoices for a specific contact?
Yes — open the contact and scroll to the transaction history section. You can filter by document type (invoices, bills, payments, etc.).