Managing your Customers and Vendors (or suppliers) can be done in a number of ways. The first is to import them via the import feature discussed in this guide.
The second way to is to manually enter your customers via Settings where you can enter them one by one.
The third option allows you to add them on-the fly. While doing your transactions.
We will go through the second and third option in this guide.
Customer #
Follow the steps below to manually add the record for your customer.
- Go to Settings and click on Customer.
- Fill in the form with the customer information. The required fields are marked with a red asterisk (*)
Under Business Type, the additional information regarding the name of the taxpayer will be used in the tax forms.
To add customers on-the-fly, you can add customers while creating a sales invoice or while creating a billing invoice.
Simply click on the plus (+) icon beside the customer field to add a new customer.
Exporting Your Customers #
1. Go to Settings and click on Customer
2. From the Customer list screen, you may filter your list by clicking on the All, Active or Inactive tab
3. You may export the list based on what is filtered on the screen
4. Click on the Export icon to export what is filtered on-screen
5. Click on Yes to confirm the export.
Vendors #
Follow the steps below to manually add the record for your vendor.
- Go to Settings and click on Vendor.
- Fill in the form with the vendor information. The required fields are marked with a red asterisk (*)
Under Business Type, the additional information regarding the name of the taxpayer will be used in the tax forms.
The difference here is that the taxpayer name under the Individual business type are required fields
To add vendors on-the-fly, you can add vendors while recording purchases or while recording expenses
Simply click on the plus (+) icon beside the vendor field to add a new vendor.
Exporting Your Vendors #
1. Go to Settings and click on Vendor
2. From the Vendor list screen, you may filter your list by clicking on the All, Active or Inactive tab
3. You may export the list based on what is filtered on the screen
4. Click on the Export icon to export what is filtered on-screen
5. Click on Yes to confirm the export.
Customer and Vendor Status #
From the listing screen of both Customers and Vendors, you may notice a green check mark beside the name. This means that it has already been used in a transaction.
If you wish to remove a customer or a vendor from being used in a transaction. You may deactivate it from the listing screen.
To deactivate, click on the drop down button and click “Deactivate”.
To Activate, click on the drop down button and click “Activate”.
