Customers/Suppliers

We have responded to a suggestion by one of our accounting partners regarding the determination of the Due Date in Sales and Purchase Invoices. You can now save unique 'Sales Terms' and 'Purchase Terms' for each Customer and Supplier. Whenever you create a new Customer/Supplier, these fields will default the values that are saved in the Organisation's settings.

This means that when you create a new invoice, credit note or recurring invoice, the Due Date will be automatically calculated for you once you have selected the Customer or Supplier's name.

Thanks for the suggestion Andrew. We are sure many other users will be grateful too!

Importing a CSV (comma delimited) file is an efficient and time-saving option when creating customers and suppliers. The import tool simplifies the exercise of moving your customers and suppliers across from your previous accounting system. To assist with this process, you should download the template file provided. The template contains field headings which correspond to the fields maintained when manually creating customers or suppliers.

Navigate to the Customers/Suppliers tab and click on the Import button.

Open the template in a spreadsheet program and insert customer/supplier data. Resave the file as CSV (comma delimited) file with a .csv file extenstion. Select the file, upload it, review the errors and finally import the data.

Click here to view the full help document containing the rules and tips for importing customers and suppliers.