To create a new contact:

1. Fill in the fields as needed for the Bill to Contact.The only fields required to set up a new contact are the First Name and Last Name, indicated by green bars next to the fields. You must also enter a valid email address if you want to send invoices to the customer electronically by email.
2. Click add more detail to include additional contact information such as fax number and other phone number. These fields are optional.
3. Fill in the fields as needed for the Sold To Contact. If your Sold To Contact is the same as your Bill To Contact, make sure to check Same as Bill To Contact.