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Create a contact
1. 1. Access your contacts To access your contacts, click on the second icon on the left sidebar in the shape of silhouettes. It is possible toexportin mass. 2. Create a contact of type Person or Organization type Your contacts are divided into 2 ...
Edit a contact
It is possible tocreate a contact, modify anddelete deletea contact. To change the information of an existing contact: Click on the tabContacts(Persons or Organizations)in the left sidebar to access the list of your contacts To find contact, do not ...
Turning a contact into a customer
Once onceyour contact sheet créée, it is possible to turn it into a customer. Unlike a contact sheet, a customer record offers the possibility to generate a supply and a credit. It is also possible to refer a regulation. When youintegrate contact ...
Manage a customer's hourly rate and VAT rate
It is possible to set a specific hourly rate and/or a specific VAT rate. Set a specific hourly rate for a contact At thecreation of a contact, or during theedition of his file, it is possible to choose a specific hourly rate: When creating or editing ...
Establish and use jurisdictions
You have the opportunity to inform the jurisdiction concerned in yourfiles.For this, you must first and foremost create theJurisdictionasOrganization, via theMenu Contacts. Then click onAdd an organization As with a Contact / Natural Person, this ...