02 - Setting up Customer(s) or Vendor(s)

To add a new Customer or Vendor:

1. Go to the Accounts tab.
2. Click New in the top-right corner.
3. Fill in the customer details in the form.

4. Click Save.

Once created, you can create invoices, payments, and statements against the customer.

You can also import account records in bulk by clicking the Import button in the Accounts tab and following the upload steps using a supported file format like CSV or Excel. 

You can also perform the following actions on existing records:

Assign Label:

Select an account, click Assign Label, enter label details, and save.

Create Contact / Case / Note / Opportunity:

Select an account and click the corresponding New Contact, New Case, New Note, or New Opportunity button. Fill in details and save.

Printable View:

Click Printable View on the Accounts page to print account records.

View Transactions:

Open an account to see Invoices/Bills or Credit Notes/Vendor Credits listed.

Create Transactions:

Select an account, click New under Invoices/Bills or Credit Notes/Vendor Credits, enter details, and save.

Edit Account:
You can update existing account details by selecting the account, clicking Edit, making changes, and saving.

Clone Account:
To quickly create a similar account, you can clone an existing one, modify details if needed, and save it as a new account.

Delete Account:
You can remove an account permanently by selecting it and clicking the Delete button.

Change Account Owner:
You can transfer ownership of an account to another user by using the Change Owner option.

Change Invoice Owner:
Invoice ownership can also be reassigned by selecting the account, choosing the invoice, and clicking Change Owner.

View Account Hierarchy:
You can visualize the relationship between parent and child accounts by clicking View Account Hierarchy.

Mark Account as Inactive:
If an account is no longer active, you can uncheck the Active status to mark it as inactive.