Here you can add another contact here and categorize the added contact as a customer or a vendor. Details of adding a contact in myBooks are four segments. Those are General Details, Contact Details, Billing Address Details and Shipping Address Details.
- Select appropriate salutation from the dropdown menu
- Enter first name and last name of the contact
- Enter Company
- Enter Display name
- Add currency to the contact
- Term is a fixed or limited period for which something for example amount of time given to customer to pay. Add term suitable to contact from pre-added list or to add a new term. Click on Add New Term. A new window will open.
- Enter term name
- Enter term days
- Press save to continue