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 |
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.
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