Customers and suppliers

Maintain reusable customer and supplier details in contacts.

Maintain a contact

Search before creating a contact. Check the legal name, billing address, company registration number, tax identifiers and delivery email. Where registry lookup is available, review its result before using it.

A contact can participate in both sales and purchases. Check billing details on the individual document before issue.

Resolve duplicates and review balances

Review duplicate contacts and associated records before using merge. Confirm which contact should remain and check the document history afterwards.

Review invoices, bills, credits and payments together. Use Outstanding balances and statements to follow up unpaid amounts and prepare statements.