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Meet FreeAgent

  • Overview
  • Dashboard
  • Business insights with Radar
  • Property
  • Mobile apps
  • Customer stories
  • Security

Nail the daily admin

  • Estimates
  • Invoicing
  • Expenses
  • Projects
  • Time Tracking
  • Payroll
  • Banking
  • Cashflow

Relax about tax

  • Accounting
  • VAT
  • Self Assessment
  • End of Year filing

Connections and add-ons

  • Finding a CoPilot accountant
  • Integrations
  • Small business insurance
Pricing
  • Plans & pricing
  • Get FreeAgent for free
Accountants
  • FreeAgent for accountants
  • Who's FreeAgent for?
  • Partner Programme
  • Partner stories
  • Freelancer accountants
  • Bulk payroll
  • Events
  • Find an accountant
  • Try FreeAgent for Free

Resources

  • Blog
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  • Webinars and videos
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Making Tax Digital

  • MTD information hub
  • Free consultation
Resources
  • Knowledge Base
  • Getting started with FreeAgent
  • Blog
  • Guides for running your business
  • Events for small businesses
  • Accounting glossary
  • UK tax rates
  • Interactive tools
  • Find an accountant

Accountants

  • Guides for you and your clients
  • Webinars and videos
  • Practice Portal (Partners only)
Login Try FreeAgent
Knowledge Base Getting Started Switching to FreeAgent Frequently Asked Questions
    1. FreeAgent
    2. 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
  • How to delete or hide a contact

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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