# Contacts

Each B2B company can have multiple contacts who place orders on behalf of the company. Use contact information to filter orders and ensure invoices reach the right person.

## Why This Matters

* Send invoices to the correct contact at each company
* Filter orders by the person who placed them
* Track purchasing patterns by contact
* Ensure billing goes to the right department or individual

***

## How It Works

Company contacts are managed in Shopify B2B and sync to the app automatically. When viewing a company's orders, you can filter by contact to see orders placed by specific individuals. Email addresses from contacts are used when sending invoices.

***

## View Company Contacts

Contact information appears in several places:

### On the Company Orders Page

When viewing orders for a specific company:

{% stepper %}
{% step %}

### Go to B2B Purchases

Click the company name to view their orders.
{% endstep %}

{% step %}

### Check the Customer column

Look at the **Customer** column to see which contact placed each order.
{% endstep %}

{% step %}

### Use the Assigned Customer filter

Use the **Assigned Customer** filter to show orders from a specific contact.
{% endstep %}
{% endstepper %}

### In Order Details

Click any order to see the full contact information including:

* Contact name
* Email address
* Company association

***

## Filter Orders by Contact

Find orders placed by a specific contact within a company.

{% stepper %}
{% step %}

#### Open the company

Go to **B2B Purchases** and click a company name to view their orders.
{% endstep %}

{% step %}

#### Open filters

Click **Filter** above the order table.
{% endstep %}

{% step %}

#### Select Assigned Customer filter

Find the **Assigned Customer** filter. Type a contact name or email to search, then select the contact from the dropdown.
{% endstep %}

{% step %}

#### View filtered results

The order list now shows only orders placed by that contact. You can apply additional filters as needed.
{% endstep %}
{% endstepper %}

***

## Send Invoices to Contacts

When you send an invoice, it goes to the email address associated with the order. This is typically the contact who placed the order.

### Single Order

{% stepper %}
{% step %}

### Open the company orders page

Go to the company orders page and locate the order.
{% endstep %}

{% step %}

### Click the send icon

Click the **send icon** on the order row.
{% endstep %}

{% step %}

### Review recipient email

The recipient email is pre-filled from the contact. Modify the email address if needed.
{% endstep %}

{% step %}

### Send

Click **Send**.
{% endstep %}
{% endstepper %}

### Bulk Send

When sending invoices in bulk, each invoice goes to the contact email on that specific order. Different orders may go to different contacts within the same company.

***

## Contact Information in Invoices

Your invoice template can include contact information:

* **Customer name**: The contact who placed the order
* **Customer email**: Contact's email address
* **Company name**: The B2B company they belong to
* **Billing address**: Associated with the contact or company

Configure which fields appear in **Templates** > **Content Tab**.

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## Limits & Plan Notes

| Plan      | Contacts Feature |
| --------- | ---------------- |
| Free      | Not available    |
| Pro       | Not available    |
| Ultimate  | Not available    |
| Wholesale | Full access      |

Contact management is part of the B2B Purchases feature, available exclusively on the Wholesale plan.

***

## Common Questions & Issues

<details>

<summary>The contact email is different from who I want to send to.</summary>

The email is pulled from the order data in Shopify. When sending an invoice, you can edit the **Send To** field directly in the send modal to use a different email address. To permanently change the contact email, update it in Shopify Admin under the company's contacts.

</details>

<details>

<summary>Orders show "No customer" instead of a contact name.</summary>

This happens when an order was placed without a specific contact assigned, or when the contact data didn't sync properly. Check in Shopify Admin that the order has a customer assigned and that the customer is linked to the B2B company.

</details>

<details>

<summary>Can I add or edit contacts from this app?</summary>

Contacts are managed in Shopify Admin, not in this app. Go to **Shopify Admin > Customers > Companies**, select a company, and manage contacts there. Changes sync to the app automatically.

</details>

<details>

<summary>How do I send invoices to multiple contacts at the same company?</summary>

Use the BCC field when sending invoices to copy additional recipients. In the send modal, add email addresses to the **Bcc Email** field. You can add up to 5 BCC recipients per email.

</details>

***

## Related Guides

* [Companies](https://docs.avada.io/pdf/b2b/broken-reference): View all B2B companies
* [Company Orders](https://docs.avada.io/pdf/b2b/broken-reference): Work with individual orders
* [Combine Orders](https://docs.avada.io/pdf/b2b/broken-reference): Merge orders into a single invoice
* [Sending Invoices](https://docs.avada.io/pdf/b2b/broken-reference): Email configuration options