Create a new contact in Sunrise by Lendio

Create new contact

Here's how to create a new contact in Sunrise by Lendio.

Click "Create new" from the bottom of the select menu.




A new screen will pop up.


Select whether your customer is a Company or an Individual at the top of the screen.

If you want to be able to email invoices, it helps to enter an Email address in the record. 

Note: there are some additional fields available: (a-b provide additional information; c-f allow defaults to be set up which apply specifically to that customer)
a. Contact number
b. Fax
c. Payment Terms
d. Currency
e. Language
f. Email attachment delivery mode 

Save contact


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