Modules
Contacts
Manage customers, suppliers, and contacts.
Contacts represent the people and companies you do business with.
Contact Types
- Customer — People you sell to (appears on invoices and quotes)
- Supplier — People you buy from (appears on bills and purchase orders)
- Both — Contacts that are both customers and suppliers
Contact Fields
| Field | Description |
|---|---|
| Name | Contact or company name |
| Primary email address | |
| Phone | Phone number |
| Type | Customer, Supplier, or Both |
| Tax Number | ABN, VAT number, etc. |
| Payment Terms | Default days until payment due |
| Currency | Default currency for transactions |
| Addresses | Billing and shipping addresses (JSON) |
| Notes | Internal notes |
Using Contacts
Contacts are referenced throughout dubbl:
- Invoices — Select a customer when creating invoices
- Quotes — Send quotes to customers
- Bills — Record bills from suppliers
- Purchase Orders — Order from suppliers
- Projects — Associate projects with clients
Searching & Filtering
The contacts list supports:
- Search — Filter by name or email
- Type tabs — All, Customers, Suppliers
- Pagination — Navigate through large contact lists