Create Customer or Supplier
Navigate to the Customers/Suppliers tab and click on the Add New Customer or Supplier button.
- Name & Address fields: Information entered here appears on the customer invoices and credit notes.
- Email: address used when emailing an invoice or credit note.
- Customer/Supplier checkboxes: Indicate whether the details belong to a Customer or a Supplier thus determining which transactions can be processed against this account. Ticking both checkboxes is possible.
- Sales/Purchase Terms: When creating a new Customer or Supplier, these values will initially default to the Organisation's settings, but can be changed here on a per Customer or Supplier basis. The number of days specified here are added to the Invoice Date to determine the Due Date during the creation of a Sales Invoice or Purchase Invoice. The Due Date can be changed to a different date if required.
- VAT Number: The number entered here willprint on Sales Invoices and Sales Credit Notes
- EU VAT Country: Select the appropriate EU country if your Customer is in Europe. This is only relevant to VAT registered UK organisations with European sales. The entry here is needed when running the EC Sales List report.
The remaining fields are for information only.
Click the Save button to create the new Customer/Supplier
Customers and suppliers can also be created during invoice and credit note entry by clicking on the '+' sign next to the relevant drop down list