Contacts stores both your customers and suppliers in one place. A contact can be a Customer, a Supplier, or both simultaneously.
Adding a Contact
- Go to Contacts → Add Contact
- Select Contact Type
Choose Customer, Supplier, or both. This controls whether they appear in the customer list at POS and the supplier list in purchases. - Enter contact details:
- Name — individual or company name
- Business Name (optional) — company name if different from contact name
- Tax Number — VAT/GST registration number for B2B invoices
- Phone, Email, Address
- Contact ID — optional custom ID (e.g. your internal customer code)
- 4Set Credit Terms (for customers)
Credit Limit: Maximum outstanding balance allowed. Pay Term: Payment due period (e.g. Net 30 days). Selling Price Group: Apply wholesale or special pricing for this customer. - Set Opening Balance (if applicable)
If this contact already owes you money (or you owe them), enter the opening balance. See the Opening Balance section for details. - 6Save the contact
Quick Add During a Sale
At the POS screen, type a new customer's name in the customer search field and select "Add as new customer". You can enter their basic details (name, phone) without leaving the POS screen.
Importing Contacts
Go to Contacts → Import Contacts. Download the CSV template, fill in your contacts (one per row), and upload. Useful for migrating from another system or adding many contacts at once.
Contact Profile Overview
Click any contact's name to open their full profile. From there you can:
- View full transaction history (all sales, purchases, payments)
- See current outstanding balance
- Record a payment against their balance
- View/print their ledger statement
- Send them a statement by email
- Edit their details or set a new credit limit
