Create a Contact

Contacts are your customers or anyone you want to send a contract or invoice to, and from whom you expect to receive payment. Learn how to create a contact quickly and easily in Pocketbook.

1. Navigate to Contacts

   • Go to your Pocketbook dashboard and click Contacts in the left-hand menu.

2. Create a New Contact

   • Click the green "Create a contact" button at the top.

3. Fill Out Contact Details

   • In the contact form, fill out these details to create your contact.

     3.1. First Name

     3.2. Last Name

     3.3. Email Address

     3.4. Phone Number

     3.5. Tags

     • You can add any relevant tags to give extra context to your contact. These are internal.

4. Fill Out Business Information

   • In the bottom section of the form, fill out the contact's business information to complete the contact creation.

   • Note: The details in this section are optional EXCEPT when the contact being created has a business email address. In this case, a business name is required. For more information, refer to our help article here: Business Names

     4.1. Business Name

     • This is only required when the contact's email contains a business email address.
     • For contacts with a public email (e.g., Gmail, Yahoo), the business name will autofill as the first and last name only when left blank.

     4.2. Physical Address

     4.3. City

     4.4. State

     4.6. Zip/Postal code

5. Create Contact

   • After clicking" Create Contact", a green banner will appear at the top right.
   • They can be found in the contacts menu, listed in alphabetical order.

6. Send Confirmation

   • A green banner will appear at the top of the screen, confirming your invoice has been sent successfully.

Still Need Help? Contact our support team at [e-mail].