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Knowledge Base Getting Started Switching to FreeAgent Frequently Asked Questions
    1. FreeAgent
    2. Contacts

Contacts

Managing your customers and suppliers in FreeAgent

Essentials

  • An introduction to Contacts
  • Generate a statement of account
  • Adding notes to a contact
  • How to set default contact payment terms
  • Set up a contact as a customer or a supplier

Managing contacts

  • Add a new contact
  • Edit a contact's details
  • Delete or hide a contact

Importing and exporting contacts

  • Import contacts
  • CSV File Formats for Importing Contacts
  • Export contacts

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