How can I assign contacts to my customers?

How does the assignment of contacts to customers work?

How was the sales manager of customer XY called again? In addition to the company’s address, the name of the contact person should also appear on the invoice? No problem, the contacts in Billomat make it possible.

Save contacts within one company

In order to save several addresses or contact persons within one single customer, you can use the contacts. A contact basically is a customer within a customer. The amount of contacts is unlimited and in order for the transparency not to be jeopardized, the contacts do not appear in the customer overview.

The contacts get their own tab in the customer file and, therefore, are listed transparently.

In order to create a contact, navigate over the sidebar to your customer file to select the desired customer. Then, click on “new contact” on the right side and enter the contact’s name. Save your entries to create the contact.

Practical use of contacts

When you create an invoice, you can open a drop-down menu on the right side where the address field is. All your contacts are listed here and you can choose whether you want to send an invoice to the customer or a customised version to the contact within the company.

Haven’t found an answer?

Then our support team is glad to assist you personally and of course free of charge either via phone or email.

Email: support@billomat.com
Phone: +49 911 – 148861590

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