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Adding contacts manually requires you to fill in all the relevant information such as name, address, and other contact details. Alternatively, if the contact is on Financio, you may add them easily through the Financio Connect feature.

Let's get started with adding contacts:

• Individual
• Business

Add New Contact (Individual)

• Click on Contacts on the left menu

  

• Click on + button on the bottom right

  

• Select New Contact button right above it

  

• Click on the Person tab on the top

   

• Fill in the personal details

  

  • First Name *
  • Last Name
  • Display Name *
    Note: Automatically populated from names but you are free to override.
  • Email Address
    Note: Provide a valid email address so that you can forward transactions over via email.
  • Mobile No.
  • Send E-Transaction: Turn on to send e-transaction via email, when a valid email address is provided
• Provide the addresses for the person contact (Optional)

  

  • Click on + button beside Addresses
  • Fill in the address details
    • Street *
      Note: Support multiple lines.
    • City
    • Postal Code *
    • State
    • Country *
  • Provide other details

    

    • Toggle Customer and / or Supplier
    • Default Currency
    • Default Payment Term
    • Default Payment Method
    • Note: An internal note on the contact
  • Click on Save

Add New Contact (Business)

• Click on Contacts on the left menu

  

• Click on + button on the bottom right 

  

• Select New Contact button right above it 

  

• Click on the Business tab on the top, you are most probably already on it

  

• Fill in the business details 

  

  • Name *: The business name
  • Registration No
  • Phone No.: The general phone line of the business
  • Email Address: The general mailbox for the business
  • Website URL
  • Send E-Transaction: Turn on to send e-transaction via email, when a valid email address is provided
  • GST Registration No
    Note: Only available when Malaysian GST is activated.
• Provide the contact persons of the business. (Optional)
  Note: This allows you to address to a specific person in the business on the invoice, e-transaction will also be sent to this person when a contact person is selected on the transaction.

  

  • Click on + button beside Contact Persons
  • Fill in the contact person details
    • Email Address
    • Mobile No.
    • First Name *
    • Last Name
    • Display Name *
  • Provide the addresses for the business contact (Optional)

    

    • Click on + button beside Addresses
    • Fill in the address details
      • Street *
        Note: Support multiple lines.
      • City
      • Postal Code *
      • State
      • Country *
    • Provide other details
      
      • Toggle Customer and / or Supplier
      • Default Currency
      • Default Payment Term
      • Default Payment Method
      • Note: An internal note on the contact
    • Click on Save