How to add a contact using the FreeAgent mobile app
This article explains how to add a contact using the FreeAgent mobile app.
Any changes you make using the FreeAgent mobile app will be reflected in the desktop version of FreeAgent.
If you need to make changes to a contact, find out how to edit a contact using the FreeAgent mobile app.
How to add a contact
Open the FreeAgent mobile app on your iOS or Android device and log in using your FreeAgent login details if prompted. If you’ve accessed the app recently, you may be logged in automatically.
Tap the three-lined 'hamburger' icon at the top-left of the FreeAgent mobile app and select 'Contacts'.
Tap the '+' at the top-right of the screen and enter the following information.
Enter the contact’s first name and last name and/or organisation name by tapping the relevant field(s) and typing the information.
If you’re going to be emailing estimates or invoices to the contact via FreeAgent, you can enter their email address by tapping the ‘Email’ field and typing the information. If you’re going to email the estimates or invoices to a different email address within the contact’s organisation, enter the email address in the ‘Billing email’ field. You can also enter their phone number and/or mobile number if you wish.
Enter the contact’s address by tapping the relevant fields.
If the contact is a customer rather than a supplier, and you’re going to be issuing invoices to them, you can enter invoice-related details as explained below.
Default payment terms
To set default payment terms for invoices issued to the contact, tap the ‘Default Payment Terms (days)’ field and enter the relevant information.
To override global invoice sequencing, which is the default in FreeAgent, you can toggle the ‘Use contact-level sequencing’ option and use contact-level sequencing instead. For example, using the contact’s or their business’s initials as a prefix for invoices. For more information on invoice numbering in FreeAgent, please see this article.
Displaying contact name on invoices
To display the contact’s name on invoices, toggle the ‘Display contact name on invoices’ option.
Depending on what you're supplying, and where you're supplying it, you may need to add VAT to the invoices you issue to this contact. If you don’t need to add VAT, skip to the next section. If you do need to add VAT, tap the ‘Charge VAT’ field.
Select the relevant option from the list. You can choose to:
- always charge VAT
- never charge VAT
- only charge VAT if the contact is based in the United Kingdom VAT area (this area includes the Isle of Man)
If applicable, enter the contact’s VAT registration number in the ‘VAT registration number’ field.
Select which language you’d like to issue your invoices and estimates in.
Contact bank details
If you have full (level 8) access to your FreeAgent account, and if a NatWest, Royal Bank of Scotland or Ulster Bank NI business current account is your primary bank account in FreeAgent, then you can add bank details to the ‘Payment bank account details’ section. You can then make bill payments to your supplier using Payit™.
Once you’ve completed all the relevant information for the contact, select ‘Save’ to complete the process and create the new contact.