How to edit a contact using the FreeAgent mobile app
This article explains how to edit an existing 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 add a contact, find out how to add a contact using the FreeAgent mobile app.
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 he three-lined hamburger menu icon in the top-left corner and then ‘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.
To edit the name of the contact, tap the relevant field and make the necessary changes.
To edit the contact’s email and phone details, tap the relevant field and make the necessary changes.
To edit the contact’s address details, tap the relevant field and make the necessary changes.
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.
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.
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.
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.