Support
How do I add a contact?- To open the Add Contact page, either
- Click on Add Supplier, Add Customer or Add Other Contact in Quicklinks.
- Click on the Add Contact button in My Contacts
- In “Contact Type”, select Customer, Supplier or Other. If you go to the page using Quicklinks, this field will be completed for you.
- In “Business Relationship”, select the business (if you have more than one) that the new contact relates to.
- In “Categories”
- Click on “Select Category”, and then select the category that best applies to the contact. For example, if it is BT, select Telephone.
- If you are setting up a customer the category you select will depend on whether you are going to use My Sales (the sales ledger).
- If the category you need is not on the list, click on Add Category to the right, and select the category required from the database.
- In the VAT box that appears:
- If your business is not VAT registered, this will always shaded out, and set to 0%
- If you are setting up a supplier, select the rate at which your supplier charges VAT.
- Selecting the rate will mean that the system automatically calculates the VAT on a transaction where the contact is selected. This can be manually overridden if necessary.
- In “Business Details”, store as much data about the contact as you wish. Note the following:
- The system needs is the contact’s name.
- Enter the postcode for the contact if you expect to visit them using your own car. This is very useful when is comes to processing the mileage claim.
- Enter the full postal address if the contact is a customer and you are raising invoices using My Bookkeeping Online.
- To open the Add Contact page, either
- Click on Add Supplier, Add Customer or Add Other Contact in Quicklinks.
- Click on the Add Contact button in My Contacts
- In “Contact Type”, select Customer, Supplier or Other. If you go to the page using Quicklinks, this field will be completed for you.
- In “Business Relationship”, select the business (if you have more than one) that the new contact relates to.
- In “Categories”
- Click on “Select Category”, and then select the category that best applies to the contact. For example, if it is BT, select Telephone.
- If you are setting up a customer the category you select will depend on whether you are going to use My Sales (the sales ledger).
- If the category you need is not on the list, click on Add Category to the right, and select the category required from the database.
- In the VAT box that appears:
- If your business is not VAT registered, this will always shaded out, and set to 0%
- If you are setting up a supplier, select the rate at which your supplier charges VAT.
- Selecting the rate will mean that the system automatically calculates the VAT on a transaction where the contact is selected. This can be manually overridden if necessary.
- In “Business Details”, store as much data about the contact as you wish. Note the following:
- The system needs is the contact’s name.
- Enter the postcode for the contact if you expect to visit them using your own car. This is very useful when is comes to processing the mileage claim.
- Enter the full postal address if the contact is a customer and you are raising invoices using My Bookkeeping Online.
