Creating a new contact
You can create a new contact in Solo under Contacts > Create a new contact.
First choose the type of the contact: Company or Private person. Please remember, to always choose the right contact type, so that you get the right fields to fill and the right sending methods, when you are sending the invoice to the customer.
Company's Basic information and address
When entering information, the program automatically suggests companies based on what you type. When you start entering information in the Company name -field, you will receive suggestions about companies. When the company you are looking for is found and you click on the search results, you will get the company name, business ID, VAT number and address information automatically filled in. It also shows the contacts you already have, so you don’t accidentally create a customer several times.
E-invoice address search
Automatic search is also used for searching E-invoice addresses. If the company has an E -invoice address and you want to use it for sending invoices, click the E-invoice address -button. For the automatic search of the E-invoice address, you must have filled in the Business ID – field of your contact. - the search is made based on business ID.