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3. Manage contacts

If you enter and update your contacts in CashCtrl you'll have the client addresses at your disposal when sending out invoices. Also under reports you will find a nice overview of the revenue by customers.

As in other sections of CashCtrl you have the possibility to group your business contacts into categories (e.g. customer groups). CashCtrl already divides people into customers, vendors and employees.

If your company already has its own customer numbers, you can easily adopt them by adjusting the current value under «Settings Sequence numbers».

 

Screenshots

 

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