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. Quotes and invoices fill this into Currency when you pick the customer. |
| Street | Physical street line 1 — printed on invoices and quotes |
| Line 2 | Second street line (suburb / unit / building). Not a PO Box |
| City | City or town |
| State / Province | Free text (e.g. Western Cape) |
| Postal code | Street postcode (e.g. 8001) |
| Country | ISO-3166-1 alpha-2 preferred (ZA) |
| Notes | Internal notes |
When currency is omitted on create (API, MCP, or UI), Anchor uses the organization base currency (e.g. ZAR for South African orgs), not USD. You can still set an explicit currency per contact for multi-currency customers.
Invoice and bill create then inherit that contact currency unless the document body overrides currencyCode.
Default tax
On Contacts → Bookkeeping (and Details), set a default tax rate and optionally mark the contact tax-exempt.
- Quotes and invoices apply that rate to new lines when you pick the customer. Tax-exempt contacts get No tax.
- Override tax on any line (including No tax). That choice is kept if you change the customer.
- Bills, purchase orders, and credit notes do not use this default yet.
Address
Enter a physical (street) address on New Contact or Contact → Details. It is stored as the contact’s billing address and printed on invoices and quotes.
- Line 2 is a second street line (suburb / unit / building), not a PO Box.
- Tick Shipping address is different only when delivery is not the same street. Documents use billing, not shipping.
- Country names that match the country list are stored as the ISO-2 code (South Africa →
ZA). There is no default country on create.
Sent invoices keep the address captured at send time. Quotes, credit notes, debit notes, and purchase orders always use the live contact address.
Using Contacts
Contacts are referenced throughout Anchor:
- 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