Customers and suppliers

One list for everyone you deal with: customer, supplier, employee, salesman. How to define them, set credit limits, regions and categories, and where to see each party's balance.

  1. Accounts: customers and suppliers in one list

    One party can be both a customer and a supplier. This article explains the Accounts screen, the party fields, and how to read the balance.

    4 min read
  2. Employees and salesmen

    An employee is a party with a balance that receives cashier shift differences. A salesman is a party who earns a commission on invoices, paid through a payment voucher.

    4 min read
  3. Regions and account categories

    The region answers "where is this customer", the category answers "what kind of customer are they, and at which prices do they buy".

    3 min read
  4. Customer credit limits

    A credit limit protects you from unlimited credit sales. This article explains the three fields on the Credit tab and exactly what happens when the limit is exceeded.

    4 min read