Create a Contact

Contacts are your customers or anyone you want to send a contract or invoice to and receive payment from. Learn how to create a contact quickly and easily in Stella Pay.

1. Navigate to Contacts

   • Go to your Stella Pay dashboard and click Contacts in the left-hand menu.

   

   • Note: Contacts can also be found in the shortcuts menu in the top right of any screen, or, at the top of your dashboard next to your balance.

2. Create a New Contact

   • Click the green “Create a contact” button at the top.

   

3. Fill Out Contact Details

   • In the contact form, fill out these details to create your contact.

     3.1. First Name

     3.2. Last Name

     3.3. Email Address

     3.4. Phone Number

     3.5. Tags

     • Add any relevant tags to give extra context to your contact. These are internal.
4. Fill Out Business Information
   • In the bottom section of the form fill out the contact’s business information to complete creating the contact.

   • Note: The details in this section are optional EXCEPT when the contact being created has a business email address. In this case, a business name is required. For more information, refer to our help article here: Business Names

     4.1. Business Name

     • This is only required when the contacts email contains a business email address.
     • For contacts with a public email (e.g., Gmail, Yahoo), the business name will autofill as the first and last name only when left blank.

     4.2. Business DBA

     • This is for businesses operating under a name different from their legal name.

     4.3. Physical Address

     4.4. City

     4.5. State

     4.6. Zip/Postal code

5. Create Contact
   • After clicking Create Contact, a green banner will appear on the top right.
   • They can be found in the contacts menu listed in alphabetical order.
6. Send Confirmation
   • A green banner will appear at the top of the screen, confirming your invoice has been sent successfully.

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