Contacts

The system allows tying a contact person to a specific company (client/supplier). Several contact persons may be added for one company. 1. Open “PARTNERS” and select “Contacts”. 2. To add a new contact click on “NEW CONTACT”. 3. Fill in the fields. In the fields on the next page you […]

Company profile (setting details)

Documents, sales invoices and offers issued by the company shall include your company’s basic details and bank accounts. Such details are usually set out in the document footer. N.B. When you change any details in your own environment the details in the Simplbooks database are not renewed! Please contact us […]