Customers and suppliers

Adding a customer or supplier

1. Open Contacts

   On the client, open Contacts and choose Customers or Suppliers.

2. Fill in the details

   Enter the name, an account reference such as ACME01, contact details, VAT number and address. Add credit terms in days, a credit limit, a currency, the usual account and usual VAT code.

3. Save

   Press "Add the customer" or "Add the supplier".

A customer's page

It shows what they owe, aged by month, and the account activity, which can be downloaded as CSV. A warning shows when they are over their credit limit. From here you can raise a new invoice or print a statement.

Archiving hides a contact from lists and keeps their history.