Customers & Vendors

Contact records shared by every app - addresses, currency, payment terms and credit control.

8 lessons available · 0 more on the way

Overview

Customers and vendors are the people and companies you do business with. They are created once and shared by every app: a customer you add under Sales is the same customer on an invoice in Accounting, and a vendor you add under Purchase is the one you pay in Accounting.

One record per customer or vendor: name and TRN, contact people, delivery addresses, currency, credit days and credit limit - and a live view of what they owe you, or what you owe them.

Feature	Where	What it is
Customers	Sales > Customers > Customers	The customer list. Click New to add one.
Vendors	Purchase > Vendors > Vendors	The vendor list. Click New to add one.
Contact people and addresses	Customer or vendor > Contacts tab	People, invoice addresses and delivery addresses.
Currency and credit	Customer > Sales tab	Default currency, credit days, credit limit and what happens when it is passed.
What a customer owes	Customer > Receivable button	The customer's unpaid invoices.
Customer Balance Summary	Accounting > Reports	What every customer was charged, settled and still owes.
Vendor Due Summary	Accounting > Vendors	What you owe each vendor, by age.
Create from the home screen	Home > Search anything	Type `new customer` or `new vendor` to start a blank form.

Tasks in Customers & Vendors

Customers

Add a customer Create a customer once, with its name, email, phone and TRN, so every quotation, order and invoice can use it. 5 steps1:02 video Add contact people and delivery addresses Keep the people you deal with, and the places you invoice and deliver to, on the customer or vendor record. 6 steps2:08 video Set a customer's default currency and credit days Make new quotations and invoices for a customer start in the right currency, and record how many days the customer has to pay. 4 steps1:03 video Set a credit limit for a customer Warn your team, or stop them, when a customer owes more than you agreed or has overdue invoices. 4 steps0:59 video Give a customer or vendor its own receivable or payable account Post one customer's invoices, or one vendor's bills, to a separate account instead of the shared Accounts Receivable or Accounts Payable. 4 steps0:48 video See what a customer owes from their record Open a customer and see what they bought, what was invoiced and what is still unpaid - then compare with every other customer. 4 steps1:40 video

Vendors

Add a vendor Create a vendor once, then use it on every RFQ, purchase order and vendor bill. 5 steps1:11 video See what you owe each vendor (Vendor Due Summary) See how much you owe each vendor, and how late each amount is. 5 steps0:46 video