Add an individual

caution

If you wish to add a freelancer, please add them as a company and not as an individual.

To add an individual's information, follow the steps below:

1. Click on to add an individual:

2. The window dedicated to adding a supplier appears.
3. In the Type tab, indicate the type of individual from the list proposed:

4. Click on Next.
5. In the Contact tab, you must enter the name of the individual.
6. You have the possibility to add an e-mail address and a telephone number:

7. Click on Next.
8. In the Prep data tab, enter the section of the quote that corresponds to your supplier's item in the corresponding cell from the list provided:

9. Click on Next.
10. In the Postal Address tab, enter the complete postal address:

11. Click Next.
12. In the Banking Details tab, enter the bank name, IBAN, BIC code and account name:

13. Click on Save.
14. The message Supplier added successfully appears on the screen at the top right.
15. The vendor information is saved in the Vendors section of the Expenses module.