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Master Data · Daily operations · 8 min read

Add addresses, people, bank accounts and documents to a contact

Complete a contact record with its address book, contact persons, bank accounts, payment terms and registered documents.

Required permission: partner.manage; partner.bank.reveal to see full bank numbers

Before you begin

Create the contact first (see Create a customer or supplier). Open it and press Edit. Documents and attachments can only be added after the contact has been saved once.

Add addresses

  1. Open the Addresses & Contacts tab and press Add address.
  2. Choose the Purpose: Registered, Billing, Invoice, Delivery, Office, Warehouse, Branch or Other. You may keep up to 50 addresses.
  3. Enter Street / Building.
  4. Choose the Country (required). It defaults to the contact's country.
  5. Choose the State / Region. When the country has states in the master (the UAE has emirates), this is required.
  6. Choose the City / Area (required). The picker offers only cities of the chosen emirate.
  7. Add Postal Code and PO Box if needed.
  8. Mark one address as Primary. Only one address can be primary.
  9. Press Save.

The address rules refuse mismatches: 'Choose the emirate for this address.' if a UAE address has no emirate, and 'Choose a city or area that belongs to the selected state.' if the city is in another emirate. The word emirate follows the country's division name.

Add contact persons

  1. In Addresses & Contacts, press Add person. You may add up to 50.
  2. Enter the Name (required), Role (suggestions include Procurement and Accounts Payable), Department, Phone, Mobile and Email.
  3. Choose the Preferred Contact: Email, Phone, Mobile or WhatsApp.
  4. Mark one person as Primary.
  5. Save. An email such as buyer@test is refused with 'Enter a valid contact-person email.'

Set the default delivery address

On Sales & Delivery, choose Default Ship-To from the address rows. Left blank, the primary address is used.

Set payment terms

On Finance & Credit:

  1. Choose Payment Terms (a term defined for this company), or leave it empty.
  2. Enter Payment terms (days), a whole number from 0 to 365. With no payment term chosen, the due date of an invoice is the invoice date plus these days. For example, an invoice dated 1 October 2026 with 45 days falls due on 15 November 2026.
  3. Set the Payment method and Statement delivery as agreed.

Add bank accounts

  1. On Finance & Credit, press Add bank account. You may keep up to 10.
  2. Enter the Bank Name (required). Branch, Account Holder (defaults to the contact name) and Account Number are optional.
  3. Enter the IBAN. Spaces are removed and letters are put in capitals. ae07 0331 2345 6789 0123 456 is stored as AE070331234567890123456.
  4. Enter the SWIFT / BIC (8 or 11 characters) and Currency.
  5. Keep Verification as Unverified until Finance has checked the bank letter. The options are Unverified, Pending, Verified and Rejected.
  6. Mark one account Primary. The first row you add becomes primary.
  7. Save.

Without partner.bank.reveal the IBAN shows as AE07 •••• 3456 and the bank cells cannot be edited. A masked value never overwrites the stored one.

Important:

The contact form checks the shape of an IBAN, not its check digits, and Verification is a free choice saved at once. The same person can change an IBAN and mark it Verified. For shared parties that pay or are paid across companies, use the approved route: Approve a bank or tax change.

Add registered documents

  1. Open the Documents tab and press Add document. You may keep 50.
  2. Choose the Document Type: Trade License, VAT Certificate, Commercial Registration, KYC Document, Contract, Bank Letter, ID Document, Certificate or Other.
  3. Enter the number, Issue Date and Expiry Date. An expiry before the issue date is refused.
  4. Upload the file (.pdf, .png, .jpg, .jpeg, .doc, .docx, .xls, .xlsx or .txt). Save first if the contact is new.

What happens next

Each document shows Valid, Expiring (120 days or fewer, with the days left) or Expired. On 2 October 2026, a trade licence expiring on 31 December 2026 reads Expiring · 90d, and a VAT certificate that expired on 30 September 2026 reads Expired. Attached files also appear under All Files.

Good to know

  • Tax & E-Invoicing holds the tax jurisdiction, fiscal position and e-invoice identifiers. The validation status is set by hand; there is no live lookup with the tax authority.
  • Every change to a bank or credit field is recorded in the audit log with before and after values.
Updated 3 October 2026