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

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