One contact per customer or one shared contact

Last updated: 1 minute read

Under Contacts you decide how customers end up in Moneybird.

The two choices

1 One contact per customer Boekvogel searches by email address and otherwise creates a new contact. You see what each customer bought.
2 One shared contact “Webshop customer” All orders on one contact, which Boekvogel creates itself in Moneybird with the first order. Less clutter in your contact list, less insight per customer.

POS orders

Orders without customer data (from the POS, or created manually without a customer) always go on the contact “POS customer”, which Boekvogel creates itself. That is separate from your choice above. If you later choose a different administration, Boekvogel creates both contacts there again.

Tip. In doubt? Start with one contact per customer. Switching to a shared contact can be done later; invoices already booked stay with their own contact.
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