Contacts are the people and shops you deal with: customers, suppliers and staff. Each one carries a balance, so you can see at a glance who owes you and whom you owe. These guides show how to add a contact from an entry or from the Parties screen, start a contact with an opening balance, understand which entries change a balance, share one person's full history as a PDF statement, and edit, delete or find a contact.
- What contacts areThe people and shops you deal with, each with a balance.
- Add a contactFrom an entry, or from the Parties screen.
- Opening balance of a contactStart a contact with money already owed.
- Credit and contact balancesWhy some entries change what a contact owes and others do not.
- Contact statement (PDF)Share one person's full history as a PDF.
- Edit or delete a contactChange details, or remove the contact but keep the entries.
- Find a contactSearch by name or phone, or filter by type.