Fill in a contact record properly

A site is rarely the billing address. On the Contacts tab, click Add Contact and pick what kind of address you are adding:

• Contact — another person at the company.
• Invoice — where the invoice must go.
• Delivery — where the goods are delivered.
• Other — anything else.

Save with Save & Close, or Save & New to add the next address straight away.

• Sales & Purchases — salesperson, payment terms, pricelist, delivery method, fiscal position; on the purchase side, the buyer and supplier currency.
• Accounting — bank accounts, default accounts, and the follow-up reminders for overdue payments.
• Internal Notes — anything your team should know and the customer should not see.
• Misc — company ID, reference, industry, and the Company field that restricts this contact to one company in a multi-company database.

Which tabs appear depends on the apps installed.

• Typing the site address over the billing address instead of adding a delivery address — the invoice then goes to the site.
• Creating a second contact because the first could not be found. Search by phone, email or tag before clicking New.
• Leaving the language empty for a customer who reads Arabic, then wondering why the quotation arrived in English.