Managing Contacts

Contacts in MyBooks are categorized as Customers (who buy from you) or Vendors (whom you buy from). Some contacts can be both.

Adding a New Contact

1. Go to Master Data > Contacts.
2. Click the Add Contact button.
3. Fill in the details:
   • Display Name: The name shown in the app.
   • Company Name: Official business name.
   • Contact Type: Select Customer, Vendor, or Both.
   • Email and Phone: For communication and sending invoices.
   • GST Treatment: Choose from Registered, Unregistered, Composite, etc.
   • GSTIN: Required if the contact is GST-registered.
4. Switch to the Address tab to add Billing and Shipping addresses.

Organizing Contacts with Groups

You can group contacts for easier filtering and reporting:

1. In the Contact form, look for the Contact Group field.
2. Select an existing group or create a new one (e.g., "Wholesale", "Retail", "Priority Vendors").

Transaction History

When you view a contact's details, you can see their full transaction history, including:

• Unpaid invoices (for Customers) or bills (for Vendors).
• Total balance outstanding.
• Recent payments and journals.