{"schema":"exacc.help.page/1","url":"https://exacc.au/help/add-contact/","title":"Add or edit a contact","description":"Add a customer or supplier in Exacc: legal form, name, type, ABN, email, phones, address and bank details for paying them. Edit or delete it later.","category":"Contacts","summary":"Open **Business › Contacts** and click **New Contact**. Choose the **Legal Form**, enter the name, pick the **Type** (**Customer**, **Supplier** or **Customer + Supplier**), add ABN, email, phones and address, and for suppliers you pay by ABA file the **BSB** and **Account Number**. Click **Save**.","lastVerified":"2026-10-04","apps":["app","mobile"],"processIds":["add_contact","mobile_contacts"],"start":{"label":"Add a contact","url":"https://app.exacc.au/{dbId}/contact-form/new"},"menuPath":["Business","Contacts","New Contact"],"steps":[{"step":1,"title":"Open New Contact","body":["Open **Business › Contacts** and click **New Contact**. You can also add a customer or supplier without leaving an invoice or bill (**New Supplier** next to the supplier, for example); that short form has **Lookup ABN**."],"url":"https://app.exacc.au/{dbId}/contact-form/new","image":"https://exacc.au/help/add-contact/step-1.png"},{"step":2,"title":"Who they are","body":["The form changes with the **Legal Form**: an individual has first and last names, a company or trust has a legal name."],"fields":[{"name":"Legal Form","help":"individual / sole trader, company, trust and so on.","required":true},{"name":"First Name and Last Name","help":"for individuals; also Other Names, Date Of Birth and Gender.","required":true},{"name":"Legal Name","help":"for companies, trusts and partnerships.","required":true},{"name":"Code - leave blank to auto-create","help":"a short code shown in lists and pickers, e.g. SMITHJ."},{"name":"Type","help":"**Customer**, **Supplier** or **Customer + Supplier**: decides where they can be picked (invoices, bills or both).","required":true},{"name":"Status","help":"Active for a normal contact."}]},{"step":3,"title":"Business and contact details","body":[],"fields":[{"name":"ABN","help":"checked as a valid 11-digit ABN. Add the ABN Branch Code if they use one."},{"name":"Registered for GST / VAT","help":"tick if they charge GST."},{"name":"Business Name","help":"trading name, if different."},{"name":"E-mail","help":"where invoices, statements and remittances go."},{"name":"Mobile phone and Office or home phone","help":"for calls and texts from the mobile app."},{"name":"Address","help":"Country, Street 1 and 2, Town / Suburb, State / Region, Post Code. One address per contact."},{"name":"Manager and Default Site","help":"who looks after them and their usual department or location."}]},{"step":4,"title":"Bank details (suppliers you pay by ABA file)","body":["Fill in all three of **Account Holder Name**, **BSB** and **Account Number**, or none: Exacc rejects a partial set. These are what **Pay bills with an ABA file** pays into."]},{"step":5,"title":"Save","body":["Click **Save**. Exacc confirms \"Contact saved successfully!\" and opens the contact for editing. A required field left empty shows \"This field is required\"."]}],"sections":[{"heading":"Editing or deleting a contact","body":["In Contacts, open the row's menu and choose **Edit Contact**, change what you need and click **Update**.","**Delete** on the edit page is for administrators only and works straight away, without asking. A contact used on any invoice, bill or journal cannot be deleted; deactivate it instead (see **Find and manage contacts**)."]},{"heading":"One person, one address","body":["Each contact has one contact person (**Contact Person Name**), one address and one bank account. There are no contact groups. For a second address or person, use the intro memo or a custom field."]},{"heading":"On the mobile app","body":["In the **Contacts** tab tap **+** for **New Contact**: **Legal Name**, **ABN** (with **Lookup ABN**), **Email**, **Phone** and **GST Registered**, then **Save Contact**. Contacts added on mobile are customers; change the type and add bank details on the web. **Edit Contact** keeps everything the mobile form does not show."]}],"related":["https://exacc.au/help/manage-contacts/","https://exacc.au/help/merge-duplicate-contacts/","https://exacc.au/help/customise-contact-fields/","https://exacc.au/help/pay-bills-aba-file/"],"linkNote":"Links containing {dbId} open that screen in the business file whose id is dbId. A person can also open this help page with ?db=<dbId> to get the same links as buttons."}