Adding, editing and deleting a contact

Contacts refer to organisations or individuals you deal with in your business. These contacts could be:


Maintaining a list of the contacts you do business with, allows you to conduct your transactions quickly and efficiently. Here’s how you can maintain a contacts list in Zoho Books,

Adding a contact

To add a contact, please follow the below steps:

New Contact Form

You can also quickly add by clicking on + button provided next to the Contacts title on the left navigation menu.

Quick add contact

The contact creation page, apart from requesting general information such as the contact and company names etc, is split into several sections such as,

What is VAT Treatment?
Create contacts based on their region, i.e UK, EU or Non-EU. To support transactions with currencies other than GBP, International Trade needs to be enabled in VAT Settings.

When international trade is enabled, VAT Treatment drop down appears during contact creation.

VAT Treatment Description
United Kingdom This option is for your customers who are based in the UK and can have transactions only in GBP.
EU - Non VAT Registered This option is for your customers who belong to the European Union and are not registered for VAT.
EU - VAT Registered This option is for your customers who belong to the European Union and are registered for VAT.

VAT Registration Number: Enter the VAT registration number of the contact. Choose the Country Code from the drop down provided and enter the registration number in the box.

It is important for you to enter the VAT registration number of your customer, as it is required while submitting the EC Sales List.
In order to zero rate the sales for a EU customer who is VAT registered, HMRC requires your customer’s VAT registration number to be shown in invoices.
EU-VAT Registered
Non European Union This option is for your customers outside the European Union.

EU - Non VAT Registered, EU - VAT Registered and Non European Union support transactions in currencies other than GBP. You can select the currency for the contacts from the Currency drop down.

If you do not find a currency you wish to associate the contact with, click on +New Currency from the currency drop down.

Sections

Editing a contact

To edit a contact, please follow these steps:

Edit Contacts

The New Contact Form and the Edit Contact Form include the following fields.

Deleting a contact

To delete a contact, follow the steps below:

Delete Contacts

Merging two or more contacts

This is one of the few functions in Zoho Books that can be done as a bulk action, and is in fact the only option when more than two contacts are required to be merged as one.

However, if you wish to merge contacts, it also can be done from the individual contact page. Please note that the two contacts being chosen to be merged must contain the same currency terms.

Merge Contacts

Filter contacts

To filter your contact list, follow these steps:

Sort Contacts

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