Customer records help you track sales, invoices, and outstanding balances for each client.
Form Fields
Complete the following fields to set up your customer record:
Custom Fields
Add custom fields to track additional customer information specific to your business needs.
Custom fields allow you to capture information not included in the standard customer form, such as customer type, preferred payment terms, or special requirements.
Learn more about creating and managing custom fields: Custom Fields
Customers Who Are Also Suppliers
If a business entity is both a customer and a supplier, create separate entries in both the Customers and Suppliers tabs.
This separation ensures accurate tracking of receivables and payables, even when dealing with the same entity.
To offset balances between customer and supplier accounts for the same entity:
• Option 1: Create a Credit Note to reduce the customer balance and a Debit Note to reduce the supplier balance
• Option 2: Use a Journal Entry to transfer amounts between the Accounts Receivable and Accounts Payable control accounts