Contacts Management (Supplier & Customers) 0 0

Last updated on Jan 24, 2020 19:06 in Contact Management
Posted By Bertrand Allard

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

Adding Suppliers & Customers

  1. Goto Contacts -> Suppliers or Customer
  2. Click on add new contact. Select contact type – Supplier/Customer/Both
  3. Based on selecting it will show the relevant fields. Fill the relevant details.
  4. Pay Terms: This will help the system to notify you of any pending payments for suppliers & customer. You can specify pay term in either days or months.
  5. Customer Group:
Viewing Suppliers & Customers

View Supplier & Customer

  1. To view details about a Supplier or Customer click on 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.

** The time is base on America/New_York timezone