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Contacts

Contacts are the customers and suppliers you do business with. They are shared across invoicing and expenses.

Customers​

Customers are linked to your outgoing invoices.

Adding a Customer​

  1. Go to Contacts → Customers → New Customer
  2. Fill in:
    • Name (company or individual)
    • Salutation (optional, for example “Monsieur”; printed on its own line before the name)
    • Email (used for invoice delivery)
    • Address (printed on invoices and QR-Bill)
    • Country name (enter the full name exactly as it should appear on the invoice, for example “Suisse”)
    • Country code (the separate two-letter code used by the QR-Bill, for example CH)
    • Phone (optional)
    • VAT number (optional — for B2B customers)
  3. Save

Using Customers in Invoices​

When creating an invoice, type in the customer field to search your customer list. The selected customer's name and address are automatically printed on the invoice PDF and the QR-Bill payment slip.

The invoice saves its own copy of these details. Editing the contact does not change existing invoices when you download them again. To apply the current contact details to one invoice, use Refresh customer details from that invoice's actions menu; see Invoices.

The printed country name is entered manually and is not inferred from the country code or translated automatically. If it is empty, the country-name line is omitted. A recipient address can therefore appear as:

Monsieur
Maël Exemple
Rue de l'Exemple 10
2000 Neuchâtel
Suisse

Suppliers​

Suppliers are linked to your expenses.

Adding a Supplier​

  1. Go to Contacts → Suppliers → New Supplier
  2. Fill in:
    • Name
    • Address
    • VAT number (optional)
  3. Save

Using Suppliers in Expenses​

When recording an expense, optionally select the supplier. This helps you filter expenses by vendor and provides a counterparty for the bank reconciliation matching engine.

Contact List​

The contact list shows all customers and suppliers. You can search by name or filter by type (customer / supplier).

Contact Persons​

Both customers and suppliers can have multiple contact persons attached. Contact persons store a name, email, and phone number — useful when a company has different people for billing, purchasing, and day-to-day communication.

To manage contact persons:

  1. Open a customer or supplier
  2. In the Contact Persons section, click Add Contact Person
  3. Enter their name, email, and optional phone number
  4. Click Save

Contact persons can be edited or removed from the same section.