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Adding Contacts

Any contact can be supplier, Customer or Both (Supplier & Customers).

Adding Suppliers & Customers

  1. Go to Contacts -> Suppliers or Customers
  2. Click on add new contact. Select contact type – Supplier/Customer/Both
  3. Based on selecting it will show the relevant fields. Fill in the relevant details.
  4. Pay Terms: This will help the system to notify you of any pending payments for suppliers & customers. You can specify the paid term in either days or months.
  5. Customer Group: Select the Customer Group from the drop-down list (See Customer Groups section for details on how to set up customer groups).

Viewing Suppliers & Customers

  1. To view details about a Supplier or Customer click on the View button. It will show the complete details along with the relevant transactions (Purchases & Sales) for that contact.
  2. Pay Due amount: You can use this button to pay the due amount for a customer or supplier. This will pay the overall due amount for all invoices.

Next Customer & Supplier Ledger
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