Contacts section contains Customers and Suppliers used for Quotes, Invoices, Purchase orders, Bills, Delivery notes and Production tasks.
Create / Update Contact
Entered details and addresses will appear on documents.
- Billing address on Quotes, Invoices, Purchase orders and Bills.
- Delivery address on Delivery notes.
Please keep in mind, if you change the customer details, then they will be changed on linked documents like Quotes, Invoices, etc.
If changes needed, please create a new Customer instead of changing customer with linked documents, unless it is intended.
Customer can be deleted only, if they don’t have any document attached (Quote, Invoice, Purchase order, Bill, Delivery note or Production task)