What is Contact List ?

Contact person of your business can be selected from the user list of the business. It is the person where other parties can address to (or so-called Attention) on invoices or other forms when sending transaction across using Financio Connect.

This is the place where you will define the list of contacts that you do business with, be it consumers (Person) or other businesses (Business). Contacts that you sell products / services to, are called Customers while those that you buy products / services from, are called Suppliers. A contact can be your customer AND supplier at the same time, there’s no need to create separate contact request for the same party.

The following transactions can be forwarded to the receiving party thru email in real-time, should you provide their email in their contact profile, and have the option Send E-Transaction turned on.

• Purchase Orders
• Sale Quotes
• Sale Invoices
• Sale Credit Notes
• Sale Payments
• Sale Refunds