# Contacts

> Manage customers and suppliers in one place, each with a full history of invoices, bills, payments, and balances.

Source: https://www.accountfun.com/docs/guides/contacts/

Every customer and supplier lives in **Contacts**. Each contact card is a hub showing their full history — invoices, bills, payments, credit notes, and balances — so you never have to hunt across screens to answer “what’s the status with this customer?”.

## Add a contact

1. Go to **Contacts → New**.
2. Enter a **Name** and (optionally) email, phone, and address.
3. Mark them as a **customer**, a **supplier**, or **both**.

A contact can be both a customer (you invoice them) and a supplier (you bill them) — useful for two-way trading relationships.

Default accounts speed up entry

Set a default income or expense account on a contact and AccountFUN pre-fills it when you create an [invoice](https://www.accountfun.com/docs/guides/invoices/) or [bill](https://www.accountfun.com/docs/guides/bills/) for them — less typing, fewer miscoding mistakes.

## What you can do from a contact

From a contact’s page you can:

* View all their **invoices, bills, credit notes, and payments** in one history.
* See their **outstanding balance** and **aging** (how long they’ve owed you, or you them).
* Raise a new invoice, bill, or credit note directly for them (**New**).
* Drill into the [AR/AP Aging](https://www.accountfun.com/docs/guides/reports/) detail for that contact.
* Send them a **statement** (see below).

## Settlement currency for a customer

If a customer always pays in a different currency from the one you invoice in, set **Settles in** on their contact (with **System Rate on Issue Date** or **Manual Rate**). Every new invoice and credit note for them starts with that settlement currency, and you can still change it per document. The contact’s **Details** tab shows it as **Settlement Currency**. See [Settlement currency](https://www.accountfun.com/docs/guides/settlement-currency/).

## Customer statements

A statement shows a customer what they owe, or everything that happened on their account over a period.

1. Open the contact and click **Send Statement**.

2. Pick the type and dates, then click **Update Report**:

   | Type            | Shows                                                                                                                                                         |
   | --------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------- |
   | **Outstanding** | Every invoice still open on the **as at** date, with what’s been paid and the balance                                                                         |
   | **Activity**    | An opening balance, then every invoice, credit note, payment and refund between the **from** and **to** dates, with a running balance and the **Balance Due** |

3. Use **Send** → **Print / PDF**, **Email Statement**, or **Public Link** (a page the customer can open without logging in).

A customer with documents in more than one currency gets one section per currency. Invoices and credit notes that [settle in another currency](https://www.accountfun.com/docs/guides/settlement-currency/) are shown **only in the settlement currency** — payments against them are shown at the value they paid, so a fully paid invoice nets to zero.

## Default CC/BCC for a contact

You can set **Default CC** and **Default BCC** on an individual contact so the same addresses are copied on **every email sent to them** — invoices, [reminders](https://www.accountfun.com/docs/guides/invoice-reminders/), statements, quotes, purchase orders, and remittance advice.

1. Open **Contacts**, then the contact, and click **Edit**.
2. Fill in **Default CC** and/or **Default BCC** (one per line, or comma-separated) — e.g. CC a customer’s accountant on all their invoices.
3. **Save Changes.**

This is the **contact-wide** level of AccountFUN’s three-level CC/BCC system. It stacks on top of your [org-wide defaults](https://www.accountfun.com/docs/guides/business-email/) and under the per-send recipients you type in the compose dialog. When you email a document for this contact, the compose dialog pre-fills with the merged org-wide + contact-wide addresses, and your final edited list is what gets sent — you can remove a pre-filled default for a single send. See [Business email → Three levels of CC/BCC](https://www.accountfun.com/docs/guides/business-email/) for the full picture.

## Import many at once

Bringing contacts over from another system? Use **Settings → Import** (or the import on the contacts area) to bulk-import a CSV, or import them as part of a [Data Management](https://www.accountfun.com/docs/guides/settings/) org export/import. See [Settings](https://www.accountfun.com/docs/guides/settings/) for the import flow.

## Tips

* Use the **search** box to find contacts quickly — it’s button-press (press **Search** or Enter), not live, so it stays fast even with thousands of contacts.
* Keep customer and supplier records merged into a single contact when they’re the same real-world entity; this gives you one combined balance and history.
* Contacts created on the fly while entering an invoice or bill are saved automatically — you don’t have to leave what you’re doing.