Keep Your Customer Contacts Right

So every customer's contacts now live in one place. On your computer, click Customer Contacts on the left.

Here are your customers, with the email and phone number on file for each. Click No email to see who can't get an invoice yet, or No phone to see who our assistant can't call.

Looking for one store? Type its name, and click it to open its contacts.

Click Add a contact. Type the person's name, then their email, their phone number, or both.

Click Save contact, and you're done. There's nothing else to save. Everyone with an email here now gets this store's invoices and reminders.

Phone numbers are the ones our AI assistant can call about a late bill. Make main puts that number first.

Is an address wrong? Click the pencil, fix it, and press Enter. Did someone leave? Click the trash can, then Remove.

Already in My Customers? Each customer has a Contacts link right under its name. It opens the same screen.

On your phone, tap any invoice, then tap Contacts. Same list, same buttons. And Customer Contacts is in your phone's menu too.

You'll only ever see the customers assigned to you. Keep their contacts right, and your invoices reach the person who pays them.