Adding accounts and contacts

An account is a company you do work for. A contact is a person at that company.

Everything else hangs off them. Projects belong to an account, offers and invoices trace back to one, and leads need both an account and a contact before you can save them.

Adding an account

Only the company name is required, and it has to be unique in your workspace.

Optional, and worth filling in eventually:

• Company address

• VAT ID (stored encrypted)

• Industry

• Company logo (at least 200×200px)

• Person of contact and an internal note

Adding contacts

A contact belongs to exactly one account, and an account can have as many as you need.

Only the name is required. Email, phone, role, LinkedIn, location, and an avatar are all optional.

One contact per account can be the primary contact. Contacts get used in two places: as the main contact on a project, and as the billing contact on an invoice.

The accounts list

Each row shows the money that account has made you:

Sorting is automatic. Accounts needing attention (overdue invoices, at-risk relationships) float to the top.

Deleting

Only admins can delete, and Billow blocks it when the record is still in use:

• An account with any project can’t be deleted. Same for one with live invoices.

• A contact used by a project or invoice can’t be deleted: “Cannot delete a contact that is referenced by projects or invoices.”

There’s no trash for accounts and contacts. Deleting one removes it from your workspace with no undo in the app. If an account has only gone quiet, mark it as churned instead of deleting it.