How do I add a customer or supplier in Kontuly?
In Kontuly, click Contacts in the sidebar, then New contact, fill in the name and choose whether they're a Customer, Supplier or Both, and click Create. Customers and suppliers share one list, and an invoice or bill can only be written for a contact that already exists.
- Open Contacts. Click Contacts in the sidebar.
- Click New contact. If the list is filtered to Suppliers, the new contact starts as a supplier.
- Fill in the details. Only Name is required: the business or person's name as it should appear on invoices and statements.
- Choose the Type. Customer for people you invoice, Supplier for people whose bills you pay, Both for someone you sell to and also buy from.
- Click Create.
Which details are worth filling in?
- First name and Last name: the first name is used to greet the customer in invoice and reminder emails.
- Email: where invoices, statements and overdue reminders go. A customer with no email address can't be emailed.
- ABN: printed on the customer's invoices.
- Billing address: printed on invoices and statements.
- Bank account (for paying them): suppliers only, a BSB and Account number, used when you pay bills in a batch with an ABA file.
- Notes: your own notes. They're never printed.
Changes to a contact apply everywhere straight away, including on invoices you save or email again later, because documents always use the contact's current details.
What does a contact's page show?
Click a contact's name to see what they owe you (Owes you), what you owe them (You owe), any credit they can still use, and every quote, invoice, bill, credit note, payment and refund for them, newest first.
How do I remove a contact?
Click the archive icon on their row, then Archive. A contact used on any document is archived: hidden from the lists, with their history kept. A contact never used is deleted. To bring an archived contact back, tick Show archived and click the restore icon.
Can I add a customer while writing an invoice?
No. Add the contact in Contacts first, so it's worth adding your regular customers and suppliers early. You can also bring contacts in from another accounting package; see Switching to Kontuly.
Related questions
- How do I create and send an invoice in Kontuly?Write an invoice in Kontuly as a draft, check it with Preview, then approve it to record the sale and email it to your customer with the PDF attached.
- How do I enter a supplier bill in Kontuly?Enter a supplier's invoice as a bill in Kontuly to track what you owe and when, claim the GST, and record the cost before you pay. Tax inclusive by default.
- How do I send a customer statement in Kontuly?Create a customer statement in Kontuly showing invoices, payments and what's still owing, with ageing, then preview it, save the PDF or email it.
More about quotes, invoices and customers
- How do I record a customer payment in Kontuly?Mark a Kontuly invoice as paid by matching the deposit in Banking or recording the payment by hand, including part payments and undoing a mistake.
- How do I void or cancel an invoice in Kontuly?Void an invoice in Kontuly when it should never have been issued, or raise a credit note when the customer is owed some of it back. When each one fits.
- How do I give a customer a credit note in Kontuly?Raise a customer credit note from an invoice in Kontuly to refund or reduce what a customer owes, then apply the credit to an invoice or pay it back.
- How do overdue invoice reminders work in Kontuly?Kontuly emails customers when an invoice is overdue, at 7, 14 and 21 days to start with. Change the timing and wording, or turn reminders off.
- How do I set up email in Kontuly to send invoices?Connect Kontuly to your own email account with SMTP so it can email invoices, quotes, statements and reminders. Settings for Gmail, Outlook and other providers.