# How contacts work

Contacts are the companies and people you sell to and buy from. You choose them on your quotes, sales invoices and purchase invoices, which use their name and address.

## What a contact is

A contact is a company or a private person you work with: a client, a supplier or a prospect. Its details, such as the name, the VAT number and the address, are printed on the quotes and invoices you send them.

Open “Contacts” in the menu of “Accounting”.

## Clients, suppliers and prospects

Each contact has a “Relation”. It decides where you can choose the contact:

- Client: on your quotes and sales invoices.
- Supplier: on your purchase invoices.
- Client and Supplier: everywhere.
- Prospect: someone you don't work with yet. You can send them a quote or an invoice.

You can choose any contact on a purchase invoice or an income, whatever its “Relation”.

## What you see in the list

Each line shows:

- “Name”: the contact's logo or initials and its name. Click it to change the contact.
- “Type”: the “Relation”.
- “VAT number”.
- “Address”: the address, with the country under it.
- “Representative”: the legal representative of a company.

The list is sorted by name.

## Find a contact

- Click “Search” and type part of the name.
- Click “Show filters” to show only one “Relation type” or one “Country”. Under “Country”, choose “Not set” to find contacts saved without a country.
- Click a column title to sort the list by it.
- Use the column button to show or hide columns.

## The two contacts Skileo adds

Every workspace has two contacts from the start: "Sales without invoice" and "Purchase without invoice". Use them for money that comes in or goes out without an invoice, for example a small purchase paid in cash. They can't be changed or deleted. “This is a default system contact and cannot be edited”.


## Common questions

### Can I add a contact while I write a quote or an invoice?

Yes. Click the plus button next to the client or supplier field. See [Add a contact](https://www.skileo.com/help/en/add-a-contact).

### Can I bring my contacts from another tool?

Yes, from a spreadsheet. See [Import contacts from a spreadsheet](https://www.skileo.com/help/en/import-contacts-from-a-spreadsheet).

### Are contacts shared with the other softwares?

No. Contacts are part of “Accounting” only. They are not your employees or your candidates.

---
https://www.skileo.com/help/en/contacts-overview · Updated: 2026-11-05