HOW TO ADD A NEW CUSTOMER OR SUPPLIER?

A new customer/supplier is added via Business Partners > Customers and Suppliers > Add new customer/supplier.

On this page you can also see customers and suppliers already in the program. You can select a customer/supplier by clicking on them, and edit their details by choosing “Edit customer/supplier” on the right.

You can add the following information to a customer/supplier record, for example:

• Business ID. Not mandatory, but we recommend adding it. The program will then check whether that Business ID is already in use, preventing a customer or supplier from being added twice.
  • If you want to send e-invoices to customers, the Business ID must be added.
• E-invoice address (optional). If you provide an e-invoice address, it will be used as the default address when sending e-invoices.
  • An e-invoice address does not have to be added — e-invoices can be sent from the program based on the Business ID alone. However, you can add an e-invoice address if the recipient has, for example, a private e-invoice address or multiple receiving addresses.
• Email. Default address for sending invoices and quotes.
• Customer/supplier settings. You can define a specific payment term, accounting accounts, and invoice templates for each customer/supplier. If you do not change these settings, the program will use the default settings.

NOTE: A customer/supplier is also added to the register with basic details when you create their first invoice.

The customer/supplier page displays, for example:

• Balance. Shows how much is receivable from the customer or payable to the supplier — i.e., their debt to your company or how much your company owes them.
• Actions. You can send new invoices to the selected customer or supplier, delete the selected customer/supplier, edit their details, and send a balance confirmation.
• Latest purchase or sales invoices.