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Features
Meet FreeAgent
Overview
Dashboard
Business Insights from Radar
Mobile apps
Security
Why choose FreeAgent?
Customer stories
Nail your admin
Estimates
Invoicing
Expenses
Banking
Cashflow
Projects
Time Tracking
Payroll
Relax about tax
Accounting
VAT
Self Assessment
End of year filing
Get connected
Taking payments
Small business insurance
Find a CoPilot accountant
App integrations
Manage your property
FreeAgent for Landlords
Pricing
Pricing plans
Get FreeAgent for free
Accountants
Accountants & bookkeepers
FreeAgent for accountants
Who's FreeAgent for?
Partner Programme
Partner stories
Freelancer accountants
Bulk payroll
Try FreeAgent for free
Resources
Events
Guides for you and your clients
Webinars and videos
Find an accountant
Latest news
Blog
Making Tax Digital
MTD information hub
Free consultation
Partner log-ins
Practice Portal
Practice Dashboard
Resources
Product help & support
Knowledge Base
Getting started with FreeAgent
Contact us
Latest news
Blog
Small business resources
Guides for running your business
Events
Accounting glossary
UK tax rates
Interactive tools
Find an accountant
Accountant & bookkeeper resources
Guides for you and your clients
Events
Webinars and videos
Login
Try FreeAgent
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Contacts
Contacts
How to manage your customers' and suppliers' details in FreeAgent.
Essentials
An introduction to contacts
How to generate a statement of account
How to add notes to a contact
How to set default contact payment terms
How to set up a contact as a customer or a supplier
Managing contacts
How to add a new contact
How to edit a contact's details
How to change a contact's VAT setting
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Importing and exporting contacts
How to import contacts
CSV file formats for importing contacts
How to import contacts from Basecamp
How to export contacts
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