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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)
    • Email (used for invoice delivery)
    • Address (printed on invoices and QR-Bill)
    • 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.

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).

Archiving Contacts​

Contacts that are no longer active can be archived. Archived contacts are hidden from the selection dropdowns but remain visible in historical documents.