Adding, editing, or deleting a contact

Adding a contact 

  1. Log in to your Azlo account on the web or mobile app.
  2. Select the blue Move money button. 
  3. This will bring up a drop-down menu with a button for adding a new contact. Select that button. 
  4. Enter the details for your new contact.
    1. If you're planning to send them an invoice, you'll need to enter their email address. 
    2. If you're planning to send them a bank-to-bank payment, enter their bank account and routing number. 
    3. If you're planning to mail them a check, enter their mailing address.
  5. Save, and you’re done!

Editing or deleting a contact

  1. Log in to your Azlo account on the web or mobile app.
  2. Scroll down to the “Shortcuts” section.
  3. 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.
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