Adding a contact
- Log in to your Azlo account on the web or mobile app.
- Select the blue Move money button.
- This will bring up a drop-down menu with a button for adding a new contact. Select that button.
- Enter the details for your new contact.
- If you're planning to send them an invoice, you'll need to enter their email address.
- If you're planning to send them a bank-to-bank payment, enter their bank account and routing number.
- If you're planning to mail them a check, enter their mailing address.
- Save, and you’re done!
Editing or deleting a contact
- Log in to your Azlo account on the web or mobile app.
- Scroll down to the “Shortcuts” section.
- Select the contact you’d like to edit or delete.
- On the mobile app, you’ll see a blue trash can icon and a pencil icon: tap the pencil to edit, or the trash can to delete.
- On the web, you’ll just see a pencil icon; clicking on the pencil will bring you to the edit screen, where you can also delete the contact.