Introduction to Customers and Contact Persons in Standard products

This section describes the Contact register in Standard Invoicing. If you are using Standard Accounts or Standard Stock, please click here.


Information about your Customers, Contact Persons and all other companies and individuals with whom you have some contact is stored in the Contact register.

Throughout this manual, the term "Customer" is used to refer to records in the Contact register. Those records do not necessarily represent firms that have purchased goods or services from your business, and in fact can represent any company that is a potential customer. As soon as contact is established between your business and a potential client, you should record their details in the Contact register. Mark the record as a Customer using the check box in the header. This check box will allow you to use the record in sales transactions.

The term "Contact Person" is used in this manual when referring to an individual person: this may be a private individual or someone who works for a Customer. In the latter case, you will have separate records in the Contact register for the Customer and for the individual Contact Person.

The term "Contact" is used in this manual when referring to any record in the Contact register. A Contact can therefore be a Customer or a Contact Person.

You can group Customers of a similar type together using Customer Categories. You will often be able to report on the Customers belonging to a particular Category. Before entering Customers, therefore, it is recommended that you enter some Customer Categories. Customer Categories are described here.

Before working with Contacts, you should also look at the following settings and registers:


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