Contacts are the buyers (and sometimes suppliers) you invoice. Invoi is a lightweight CRM, not a sales pipeline: legal identity on the VAT invoice, who still owes you, and the same record for you and your accountant.
Open Contacts. Create one, import a spreadsheet, or export the list. Pick a contact when you create an invoice or quotation so the buyer line is already right.
#Types of contacts
Choose a type when you create. The fields follow what a VAT invoice must show.
Vietnam — công ty TNHH, công ty cổ phần, hộ kinh doanh, and other domestic taxpayers with an MST. Enter the tax number (10 digits, or 10-3 for a branch). Invoi looks up the official registry and fills legal name and address. You also see taxpayer status (active, suspended, and similar) so you can check the unit is still operating before you invoice. Do not type the legal name in an import file for this type — the registry wins.
Foreign — an organization without a Vietnam MST as the primary ID. Enter the company name. Tax number and full address are optional.
Individual — a person. Enter full name and an ID document: CCCD (9 or 12 digits) or passport. Address is optional.
System contact — Bán cho người tiêu dùng. Use this buyer when the customer does not request an invoice. Name, address, and MST may be blank under current rules. It is pinned, cannot be deleted, and is already in the list.
#How it works
- Contacts → Create contact. Pick the type, then Look up an MST or enter details.
- Add a contact person, email, and phone if you want them for follow-up. Those sit next to the legal identity; they do not replace it on the invoice. After create, that is also what Edit contacts can change.
- Open a contact to see quotations, VAT invoices, payment status, outstanding balance, and — if they bill you — expenses from that supplier.
- Refresh from Tax Authority on a Vietnam contact when you need a fresh name, address, or status. You cannot type those over by hand.
- Import a CSV with the same type rules (template on the Import tab). Export when you need a file.
You cannot delete a contact that is already on an invoice or quotation. Fix the documents first, or leave the record. See Edit contacts.
Wrong MST or a missing CCCD on an individual is what usually forces an adjustment or replacement. Look the buyer up, then sign.
#Benefits
For you
- Legal name and MST come from the registry, not a Zalo screenshot
- You see if the taxpayer is still active before you issue
- One place for who owes you, what you quoted, and what you invoiced
- Foreign and individual buyers have the fields the invoice actually needs
For your accountant
- Same legal names and MST on every invoice — no two spellings of the same company
- Buyer fields on the XML match the contact, ready for export into MISA or FAST
- Outstanding and payment history without asking you which file is current
- Invite them in so they work from the live list. See Invite Accountant
#Plans
- Solo+: up to 20 contacts
- VIP: unlimited contacts
See Plans & Pricing.