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What Is the Contacts Module Used For

Contacts is the central place to manage everyone you do business with - customers, suppliers, or both - and to track what you owe or are owed across them.

Steps

  1. Go to Contacts to see every customer and supplier in one list.
  2. Use "+ Add New" to create new contacts, and the Customers/Suppliers tabs to filter by type.
  3. Use Groups and Smart Lists to organize contacts for bulk actions or targeted lists.
  4. Use the You Owe, They Owe, Total Outstanding, and Pending Payables figures to keep an eye on your balances.

Related Articles

  • How Are Outstanding Balances Calculated?
  • What Are Groups in the Contacts Module?
  • What Are Smart Lists in Contacts?

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