Adding Contacts
Any contact can be supplier, Customer or Both (Supplier & Customers).
Adding Suppliers & Customers
- Go to Contacts -> Suppliers or Customers
- Click on add new contact. Select contact type – Supplier/Customer/Both
- Based on selecting it will show the relevant fields. Fill in the relevant details.
- 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.
- 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
- 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.
- 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.
