contacts

I’m unable to create a transaction for a contact. What’s going on?

This might happen due to the contact type being wrongly specified. A contact can either be indicated as a vendor (sells goods or services to you) or a customer (buys goods or services from you) under the field Contact Type.

  • Contacts marked as Customer can only be involved with estimates, invoices and credit notes. Bills and expenses cannot be created for them.
  • Contacts marked as Vendor can only be involved with bills and expenses. Other transactions cannot be started for these contacts.

A contact can be changed anytime from a vendor to a customer and vice versa, by editing the Contact Type field in the Contact Details Page.

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