Overview
Organize and manage your clients, vendors, and business contacts in one place.
Contacts Module Overview
The Contacts module stores all your business relationships — clients you invoice, vendors you purchase from, and other contacts. Each contact record includes billing details, transaction history, and communication logs.
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Contact Types
Contacts are categorized as Clients, Vendors, or Both. Clients appear when creating invoices and quotations. Vendors appear when recording expenses and purchase orders. A contact can serve as both a client and vendor simultaneously.
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