Edit/Delete options can be found under the 3 dot menu for a contact.

Note: If a contact is deleted, you will not be able to undo the action or retrieve the deleted contact.

In the Home screen, search for a contact

You should see a list of transactions related to the contact.

Yes, you can assign a currency to a contact. See What are the transaction settings? for more information.

You can change the contact's currency afterward by editing the contact.

Payment terms refer to the maximum duration that a customer has from the date of a transaction to make payment. This affects the due date of a transaction.

If the payment terms is 7 days, then a customer needs to make payment for an invoice within 7 days.

To set them for a contact, refer to What are transaction settings?

Transaction level settings for a contact which will be fetched and used to auto-fill a transaction based on the contact selected.

Some transaction settings include the default customer payment terms, and default GST profile.

You can indicate if Jaz Magic should be used for attachments in transactions associated with this contact.

This serves as a default for invoice notes when creating invoices with this contact.

Any information filled in this box will be used when you create a new invoice with the contact.

Tip: Invoice notes can be useful for keeping track of information relating to the contact, such as bank account or payment information!

Yes, just switch on the toggles for both This contact is a Customer and This contact is a Supplier.

The amounts in these columns will always be in your organization's base currency, not the contact's currency.

It is not possible to change the display currency.

If the contact is used to create transactions in foreign currency, the "You owe / they owe" amount will be calculated with today's exchange rate rather than the rates at which the original transactions were created.

You will not be able to trigger invoices or other transaction documents via email within Jaz. You will have to download them and send the documents outside of Jaz.

You can search for a contact in the invoices tab and filter further to get the sales activity for a particular period.

You can also download all the sales activity information relating to the contact.

You can search for the contact in the journal tab.

Another way you can do this is to download all the journal entries relating to the contact.

No, it will not. The contact will still be recorded in previous transactions.

However, you will not be able to select the contact in further transactions.

No, deleting a contact has no impact on your financial reports.

Jaz Magic will try to extract and autofill data from an invoice or bill attachment for you.

The Jaz magic default setting controls what parts of invoice or bill attachments should be automatically extracted and filled, such as the invoice line items, or invoice summary total or to not autofill any data at all.

For more information on Jaz Magic, see Jaz Magic

To create contacts in bulk, make use of the Import Contacts function. For more information, refer to Import Contacts.

Under Contact Emails, you can define one or more emails to be associated with a contact.

To add in multiple emails, type in one email, press Enter, and key in the next.

Yes, documents can be attached to contacts for easier management.