Skip to content
Invoices & Documents

Recipients & Internal Contacts

Create recipients and internal contacts: addresses, payment terms, buyer reference and import from CSV or vCard.

2 min readDesktopMobileLast updated on September 6, 2026

Instructions for the Billance desktop app on Windows, macOS and Linux.

Contact management contains recipients of your documents and internal contacts from your own company. Every entry belongs to the currently active company profile.

Recipients

For recipients, you can manage items such as:

  • Organization or person, customer number, and customer type
  • Billing and delivery addresses
  • Contact persons with roles such as purchasing or accounting
  • Email, phone, website, and electronic address
  • Buyer reference or Leitweg ID, plus order, project, and contract references
  • Defaults for language, prices, taxes, payment method, payment account, output format, and design

Billance indicates missing information for regular invoices and e-invoices. The default billing address and default contact person are preferred for new documents.

Internal contacts

Internal contacts are contact persons from your own company. You can store their name, department, role, and contact details. A default contact is preferred in documents and templates.

History

For existing recipients, the history shows when the contact was created and which documents are linked to it. Unsaved changes are protected when leaving an editor.

Import & export

CSV, Outlook CSV, and VCF are supported for recipients and internal contacts. Empty CSV templates help prepare larger data sets. Import and export are Premium features.

Desktop app

Using contacts in the desktop app

The contacts page uses a list on the left and a details area on the right. A recipient action can start a new invoice directly. Import, export, and templates are available from contact management.

Free & Premium

On the Free plan, up to 3 recipients and 1 internal contact are fully usable. Additional entries, import, and export require Premium. Existing locked entries remain stored.

Related articles

My Company & Company Profiles

Create company profiles in Billance: address, tax number, VAT ID and bank details as the basis of every invoice.

DesktopMobile

Products & Services

Maintain the Billance product catalog: articles, services, categories, units with BT-130 code plus CSV import and export.

DesktopMobile

Number Ranges

Define invoice, customer and article numbers in Billance: format, next number and separate number ranges per category.

DesktopMobile