How Do I Add a New Contact

1. Go to Contacts and click "+ Add New."
2. Enter the Contact name (required).
3. Optionally add an Account number to help match imports or bank feeds.
4. Choose a Contact type: Customer, Supplier, or Both.
5. Set Default payment terms if this contact should override your usual terms.
6. Scroll down (or click "Addresses" / "Advanced" in the left-hand list to jump there) to fill in any additional details.
7. Click "Save" to create the contact.

The "1 Contact details / 2 Addresses / 3 Advanced" numbers at the top of the dialog are jump links into one continuous form, not separate steps - you don't need to click through them in order.

• How Do I Edit an Existing Contact?
• What Happens After Clicking the Add New Button?
• How Do I Create a New Customer?