6 GUIDES
Parties & balances
Keep customer and supplier accounts, opening balances and statements.
Add a customer, supplier or a party that does bothKeep one account for a business you sell to and buy from.Enter an opening amount to receive or payRecord a party’s outstanding balance at your starting point.Use the same party as customer and supplierKeep buying, selling and claim activity under one party identity.Update a party’s contact detailsCorrect a name, phone, address or classification without recreating its account.Read or export a party statementTrace sales, purchases and payments behind the balance.Remove an unused party recordRemove a mistaken duplicate only when the app allows it.
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