How to edit a contact using the FreeAgent mobile app

This article explains how to edit an existing contact using the FreeAgent mobile app.

Please note that you won't be able to use the FreeAgent mobile app if you have an unincorporated landlord account.

Any changes you make using the FreeAgent mobile app will be reflected in the desktop version of FreeAgent.

For information on adding a contact using the FreeAgent mobile app, please see this article.

Navigate to the relevant 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 screen to open your 'Settings' menu and select ‘Contacts’.

Select the contact that you’d like to edit from the list.

Editing the contact’s details

To edit any of the contact’s details, select the ‘Details’ tab.

Contact name

To edit the name of the contact, tap the relevant field and make the necessary changes.

Contact details

To edit the contact’s email and phone details, tap the relevant field and make the necessary changes.

Address details

To edit the contact’s address details, tap the relevant field and make the necessary changes.

Invoicing options

To edit the default payment terms for the contact, tap the ‘Default payment terms (days)’ field and edit whether you want to use contact-level sequencing and display the contact’s name on invoices by toggling the relevant option.

Charging VAT

To edit the VAT setting for the contact, tap the ‘Charge VAT’ field and choose the relevant option from the list. You can also edit the contact’s VAT registration number.

Invoice/estimate language

To edit the language you’d like to issue your invoices and estimates in for the contact, tap the ‘Invoice/Estimate language field and select from the list provided.

Contact status

To change the contact’s status to ‘hidden’, if you no longer want them to appear as an option when creating a new estimate, invoice or bill, switch off the ‘Contact active’ option. You can switch the option back to 'active' again if you need to.

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 or edit the contact's bank details in the ‘Payment bank account details’ section. You can then make bill payments to your supplier using Payit™.

Once you’ve made all the necessary changes, select ‘Save’ to complete the process.