Contacts

🗂️ Introduction to Address Book

• What is the Address Book?
• Types of Address Book Contacts
• Clients vs Billing Entities
• Industry Types

✏️ Add or Update Contact Details

• Renaming Contacts
• Configure per-client trading terms (invoice due dates)
• Change an ABN on an Existing Contact
• Add BPay customer reference numbers to contacts

🧩 Organise and Group Contacts

• Group Contacts Under a Single Client
• Linking Individual Contacts to Companies

✅ Contact Name Validation

• How ABN name checking works
• Trust Entities and Contact Name Validation
• ABN Checking Override