This guide explains how to manage your customers and contacts in Fiduly. You will find the steps to create or edit a contact, add a delivery address, configure the correspondence language, adjust the payment term, create a quote and view customer follow-up.
Contacts created in Fiduly can then be used for your quotes, invoices, orders, delivery notes and commercial follow-up.
To go further, also see the guides creating and managing your invoices with Fiduly and managing inventory, orders and purchases with Fiduly.
Click on «New contact».
Complete the contact form and click on “Save”. The contact is automatically saved in the contact list.
In the “additional details”, you can enter the language of correspondence (for all your quotes/invoices), and modify the payment period, if you wish to grant a period other than the default.
On the left-side navigation menu choose « My business » / « Quotes».
On the page, click on «New quote».
Lookup an existing contact or create a new one
Fiduly allows you to manage deposit requests directly from a quote. This feature is useful when you want to request a partial payment before starting a service, project or order.
Once the quote has been created and its status changed to “Sent”, you can edit it and add a deposit request.
The quote PDF is then updated with the deposit request information. If the QR-bill is configured, Fiduly can also add a QR payment section to make it easier for your customer to pay the deposit.
The deposit payment can then be tracked in Fiduly, either manually or via bank reconciliation. When the payment is received, Fiduly allows you to track the payment and manage the entries related to the deposit according to your accounting configuration.
When you generate the final invoice, Fiduly deducts the deposit already paid from the final amount due. This keeps a clear follow-up between the quote, the deposit received, the payments and the final invoice.
Find answers to the most frequently asked questions about contacts, customers, quotes, delivery addresses, payment terms and customer follow-up in Fiduly.
In “My Business”, open “Contacts”, click “New contact”, fill in the contact form, then click “Save”.
Yes. From the contact list, open the contact you want to edit, update the necessary information, then save.
Yes. You can add a delivery address from the contact record. This address can be used for orders and delivery notes.
Yes. In the additional contact details, you can change the payment term if you want to apply a different term from the default one.
In “My Business”, open “Quotes”, click “New quote”, choose a customer, fill in the quote information, then save or send the quote.
Yes. From the contact list, open the actions for the relevant contact, then click “Quote”.
Yes. Once the quote has the status “Issued”, you can edit it and add a deposit request with a date and an amount. The quote PDF is updated and can include a QR payment section if the QR-bill is configured.
A deposit payment can be tracked manually or via bank reconciliation. On the final invoice, Fiduly deducts the deposit already paid from the remaining amount due.
The customer record lets you view the contact information, history, quotes, invoices, unpaid balance and revenue.
To go further, also see the guides related to invoices, orders, inventory, expenses and accounting.
