HelpcontactsAdd a Customer or Vendor
Add a Customer or Vendor
Manage your business contacts by adding customers or vendors with essential details.
beginner· 5 views· Updated 7/18/2026
Each contact in AkountFly can be assigned a role (Customer, Vendor, or Both), along with tax information, default payment terms, currency, and a complete transaction history. Keeping this information up-to-date ensures smooth transactions and accurate reporting.
Step-by-step
- 1Go to Products & Customers
Go to Products & Customers in the sidebar: the page opens as Products & Contacts. Switch to the Contacts tab.
Go to Products & Customers - 2Select + New Contact
Click on the + New Contact button to begin adding a new contact.
- 3Enter contact details
Fill in the contact's name and assign their role as Customer, Vendor, or Both.
- 4Add tax information
Include TIN, VAT number, and default tax treatment for the contact.
- 5Save the contact
Ensure all information is correct, then click Save to add the contact.
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