Set up a contact as a customer or a supplier

A guide to setting up your contacts as either customers or suppliers in FreeAgent.

How do I do this?

The short answer is you don't have to.

FreeAgent automatically sets a contact as a customer when you record an invoice for that person.

And similarly, it sets a contact as a supplier when you enter a bill from that person.

I need help with...

View all categories →

Did you find this article useful?

We're glad to hear that!

...and thanks for taking the time to feed back, it's appreciated.

We’re sorry to hear that. Would you like to...

Contact our support team

Our friendly, experienced support team are on hand to help - just email us at

Send us some feedback...

We'd love to hear your feedback about this article - please email details to