Adding a contact
A contact is a customer or a supplier. You create them once for the whole organisation, and after that you link them to the company you work for.
What you need
- The name of the company or the person. That is the only required field.
- The address, if you want to invoice this contact. The address goes on the invoice, the quote and the e-invoice.
- A role with write access to contacts: owner, finance manager or sales representative.
How to do it
- 1Go to Contacts in the sidebar.
- 2Click New contact at the top right.
- 3Fill in the name and choose under Type whether it is a company or a person.
- 4Fill in email addresses and phone numbers, separated by commas. The first number becomes the call button on the work order.
- 5Fill in the VAT number (Dutch: btw-nummer) and the KvK number if you have them.
- 6Under Address, fill in the street, postal code, city and country.
- 7Under Document language, choose the language in which this contact receives invoices, quotes and emails. Automatic picks Dutch for the Netherlands and Belgium, and English for the rest.
- 8Tick Link directly to and choose whether this contact is a Customer, a Supplier, or both.
- 9Click Create.
From your phone as well
In the mobile app you go to More, then Contacts, and there you create a new contact. You fill in a KvK number or a name, and TELMAAR pulls in the address, the legal form and the VAT number.
Do you have a whole list from your old package? Then use the Import (CSV) button on the contact overview instead of typing them in one by one.
Not working?
- You see the message "Enter a name." and nothing is saved.
- The name field is empty or contains only spaces. Fill in the company name or the person's full name and click Create again.
- The New contact button is missing, or saving is refused.
- Your role is not allowed to create contacts. Only the owner, the finance manager and the sales representative may do that. An external accountant and a read-only user can look on. Ask the owner to adjust your role.
Last checked on 28 August 2026
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