Customers & Vendors

Manage your business relationships and track balances.

Adding a Customer

1. Go to Client Directory in sidebar
2. Click Add Customer
3. Fill in customer details:
   • Name - Customer or company name
   • Email - For invoice delivery
   • Phone - Contact number
   • Address - Billing address
4. Click Save Customer

Adding a Vendor

1. Go to Vendor Directory in sidebar
2. Click Add Vendor
3. Fill in vendor details:
   • Name - Vendor or company name
   • Email - Contact email
   • Phone - Contact number
   • Address - Vendor address
   • Account Number - Your account with them
4. Click Save Vendor

Customer Balances

View what customers owe you:

• Customer list shows Balance column
• Click customer name to see detailed history
• View all invoices, payments, and credits
• Generate customer statement

Vendor Balances

Track what you owe vendors:

• Vendor list shows Balance column
• Click vendor name to see detailed history
• View all bills, payments, and credits
• Generate vendor statement

Multiple Contacts per Customer

One client record can hold any number of contacts -- billing clerk, owner, technical lead, outside counsel, and more. Each contact is independent: its own email, phone, role label, and delivery settings.

Adding a Contact

1. Open a saved customer from the Client Directory
2. Locate the Additional Contacts panel on the edit screen
3. Press + Add Contact to drop in a fresh row
4. Enter name, email, phone, and pick a role from the dropdown
5. Tick the checkboxes for Invoices, Statements, and/or Estimates to control exactly what this contact receives
6. Hit Save on the row and you're done

Primary Contact

Each client has one designated Primary contact -- that person's email is used as the To: address on invoice emails. You can change which contact is Primary whenever you need to; any previous Primary is automatically demoted and the legacy top-level email field on the customer stays consistent for existing reports.

How Recipients Are Built When Sending

• The Primary contact populates the To: line.
• Every additional contact with the relevant box ticked is automatically added to the Cc: list — Invoices when sending an invoice, Estimates when sending a quote, Statements for month-end statements.
• Any Cc addresses you type manually in the send dialog are merged with the automatic list; duplicates are discarded.
• Each document type resolves its own Cc list independently, so your estimating desk, AP department, and owner can all receive exactly what's relevant to them.

Vendor Contacts

Vendors support the same multi-contact system. Open any vendor, scroll to the Additional Contacts panel, and add as many recipients as you need. Each vendor contact has its own email, role, and delivery flags for Bills and Statements. The primary vendor contact keeps the legacy vendor email field in sync for reports and payment workflows.

Contact Management

Keep contact information organized:

• Multiple Addresses: Billing vs shipping
• Notes: Add internal notes about the contact
• Active/Inactive: Mark contacts as inactive without deleting
• Search: Find contacts quickly by name, email, or phone