Contacts

Contacts stores everyone you do business with — your customers, the vendors you buy from, and agents who refer freight to you.

Contact types

Companies or individuals who book freight with you. Customers are required when creating orders.

Suppliers and service providers you pay — customs brokers, port agents, warehouses.

Partners or agents who refer freight to you, often in other regions or countries.

A contact can have multiple types — for example, a company that both books freight with you and refers clients to you can be both Customer and Agent.

Go to Contacts in the sidebar and click New Contact.
Select the contact type: Customer, Vendor, or Agent (you can select multiple).
Enter the company name and primary contact person's name.
Add email, phone, and address details.
Set payment terms (e.g. Net 30) if this is a customer — these default onto invoices.
Click Save.

Field	Description
Company Name	Business or organisation name.
Contact Person	Primary person at this company.
Type	Customer, Vendor, Agent — can be multiple.
Email	Main email for this contact. Used for invoice delivery.
Phone	Primary phone number.
Address	Company billing/physical address.
ABN / Tax ID	Tax identification number. Appears on invoices.
Payment Terms	Default payment terms for invoices to this contact (e.g. Net 30).
Credit Limit	Optional credit limit. Alerts staff when a customer approaches their limit.
Notes	Internal notes about this contact.

Tip: Fill in ABN/Tax ID and payment terms when you set up a customer — they pre-fill onto every invoice, saving you time on every job.