Contact Persons

It is possible to add one or more contact persons in a customer/vendor’s file.

1. From the menu on the left, choose Sales -> Customers or Purchases -> Vendors.
   
   OR
   
2. Click on the desired customer/vendor. This contact’s information will appear on the screen.
3. In the Contact people section, click the +.
   
4. A window will appear for you to create the contact. When you’re done, click Create.
   

Add an Invoice Contact #

When invoicing a sales order, it is possible to choose one or more contact persons other than the main contact to whom to send the invoice by email. This option is only visible to the contact persons of a customer.

If no contact is marked as invoice contact, the primary contact will be used to send the invoice.

Works when ALIX is connected with Zoho Books for invoicing.

1. In the window for creating or editing a contact person (see above), select Is invoice contact.
   
2. The invoice contact is visible in the Contact persons section of a customer.