Customers and suppliers

# Customers and suppliers

Customers and suppliers are called contacts. Each contact is either a customer, a supplier, or both.

Adding a contact

1. Choose Create, then Contact. Press Ctrl N, or Cmd N on a Mac.
2. Choose customer or supplier.
3. Enter the name. Email, phone and address are optional.
4. Enter the tax ID or tax number if you have it. It is kept with the contact.
5. Set the payment terms in days. The default is 30.
6. Save. The contact can be used on invoices and bills straight away.

Notes

Each contact has a notes field of up to 2,000 characters. Use it for things such as "W-9 received 14 March" or "pays by cheque". Do not put passwords, card numbers or the recovery key in notes.

Editing

Open the contact and change the field. The change is recorded in the edit history with the old and new values.

Deactivating

A contact you no longer use can be deactivated. It is hidden from new documents but its history stays in the books. Reactivate it the same way if you need it again.

Statements

A statement lists everything for one contact over a period: invoices, bills, payments and the balance. Open the contact and choose statement. Send a statement only to the contact itself.

Importing

Contacts can be imported from QuickBooks (see quickbooks-iif). Check the imported names and tax numbers after the import.