Contacts

The customers and vendors you pick in sales and purchases, with their accounts, addresses and tax identity.

Part: SetupIn the app: Master Data › Contacts

Tutorials

  1. Add customers and vendors

    A new, active customer or vendor you can pick on invoices, orders and bills.

    5 steps

  2. Import contacts from a spreadsheet

    All customers and vendors from your old system come into Finday at once, ready for transactions.

    3 steps

Something still unclear?

Ask us on WhatsApp. The Finday team replies during office hours and can walk you through it in your own account.