Help.Cat.Sales · Help.UpdatedOn 05 Jul 2026

The Contacts page holds everyone you do business with.

  1. Open Contacts and tap New.
  2. Choose the type — customer or supplier — and fill in name and phone.

Where contacts are used

  • Customers are attached to invoices, so you can track credit sales and payment history per client.
  • Suppliers are attached to purchases, powering the supplier ranking in Analytics.

Ask Akili things like "which customers owe me money?" or "who is my best supplier this month?".

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