- Go to Contacts Master by clicking on the Contacts tab on the sidebar and then click on Add.
- On the Add Contact page, fill in the contact details.
- The mandatory fields are Contact Name, their Receivable Account, Payable Account, Currency, and Payment Terms. Fill in the contact UEN, Peppol ID and Tax Number that are optional.
- Click on NEXT to go to the next page: Billing Address.
- Alternatively, you may also use the navigation bar above to navigate between the three pages - Contact, Billing Address, and Shipping Address.
- On both Billing & Shipping Address pages, you can fill in the address details of the contact.
- You may also indicate if the Billing Address is the same as the Shipping Address and vice versa - this will clone the current address over to the respective Address page.
- Click on the grey SAVE button to save the current address.
- Once you have filled the Contact information, Billing, and Shipping Address Pages, you can click on the red SAVE button to finish.
How do I create a new contact on Deskera Books?
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