Header Icons

Add first contact

Header Icons

Go to Settings -> Contacts and click the  Blue Plus  icon.

New contact

New contact

Contact can be a person or a business.

  1. Avatar: Contact avatar image (e.g.: photo or logo)
  2. Name: The full name of the contact
  3. Color: Preferred color for the contact
  4. Email: The email address to which you will send reports and invoices
  5. Country, State, Address, City, Zip code: The address where the contact is located, which will be displayed in reports and invoices
  6. Currency: The currency in which to bill the contact
  7. Hourly rate: The hourly rate for the contact
  8. Reg. ID: Contact registration ID if they are registered
  9. Tax ID: Contact tax ID if they are tax registered
  10. Tax rates: Tax rates for the contact (e.g.: Sales tax, VAT, GST)
Contact Tips & tricks on how to manage contacts ->