Add new contact

Posted13 September 2024

Updated24 September 2024

Byinvoiceoffice_admin

Step 1:– Open a new invoice . Click “select a customer” and select the customer for whom you want to add a new contact.

Step 2:- Once you have selected the customer, click “Select a contact”. Choose an existing contact now, or choose “Create a contact” to add a new contact.

Step 3:- Enter the contact details and do not forget to click “Save” .

Contact has been added to your contacts, and is now checked as the contact for the selected customer.

You can also add a contact by going to a specific customer and clicking on the Contacts tab. From there, you can create a contact.

Learn how to create a customer and a supplier

How to create Invoice? https://invoiceoffice.com/how-to-create-invoice/

How to create quote? https://invoiceoffice.com/create-quotes/

How to create packing note? https://invoiceoffice.com/create-packing-notes/

How to create order confirmation? https://invoiceoffice.com/how-to-create-order-confirmation/

If you have any query, please contact us at https://app.invoiceoffice.com/helpdeskDashboard

How does the viewer status icon work with sent emails? please check the link https://invoiceoffice.com/how-viewer-status-icon-work-with-sent-emails/

If you have any query, please contact us at https://app.invoiceoffice.com/helpdeskDashboard

FAQ

Add new contact