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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).

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.