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How do I add a contact?
How do I add a contact?

Add your customers, suppliers, and more as contacts.

Updated over 2 months ago

Watch our video walk-through:

How to add a contact in Truss:

  1. Add them as part of a new transaction

  2. Add them manually from your dashboard

  3. Accept a Truss payment from them

1. Add them as part of a new transaction:

When requesting or sending money, a new contact can be added with the '+ New Contact' button if they are not already in your dropdown list of contacts.

2. Add them manually from your dashboard:

Contacts can be added manually at any time.

  1. On the left side of the Truss dashboard, click 'Contacts'.

  2. On the top right corner of the contacts dashboard, click '+ New contact'.

3. Accept a Truss payment from them:

Once you accept payment from another Truss user, they are automatically added to your contact list. This method requires no action from you.

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