How do I add new business contact?

You may access the Business Contact module and tap on the “+” floating button, to add new business contact. Fill in the required details and make sure you indicate whether they are your supplier / client.

What do C and S mean in the business contact list?

C stands for Client and S stands for Supplier. To adjust the setting, tap on your Business Contact, followed by “View Profile” on the top right command window. Tap on “Edit” on the top right command window to make any changes.

What is the difference between business contact and contact person?

Business contact refers to the organization that you have transactions (sales or purchases) with. Contact person refers to the representatives from the business contact.

How do I check my transactions with a particular business contact?

You may access the Business Contact module and tap on the business contact. You should see the Transactions tab.

How do I generate a Statement of Account for my clients?

You may access the Business Contact module and select your client’s name. Tap on “Generate SOA” on the top right command window and enter the payment instructions and/or additional notes. Tap “Next” and the Statement of Account will be generated.