Getting Started Step 4 & 5 - Setup Customer & Vendor Central

Getting Started Step 4 & 5 - Setup Customer & Vendor Central

Customer / Vendor Central

Customer / Vendor Central is your one-stop shop for everything you need when completing business related tasks. Our Customer / Vendor Central brings together the relationship you have with customers and vendors in one easily managed page. Here are a few things you can do here:
  • Instantly tell whether a company is a customer, a vendor or both by the indicator column next to the name.
  • See the current balance, payment terms and any custom fields you have created.
  • View every invoice, order, payment or receipt in the right pane for each company.
  • Initiate invoices, orders, payments or receipts by clicking the Create above the transaction documents.
  • Export the lists to excel.
  • Create a new customer or vendor by clicking the Create button.
  • Enable / Disable Companies.

Creating a new Customer / Vendor




Most Accounting applications treat Customers and Vendors like they were from alternate universes. But what happens when that vendor becomes a customer?


AccountingSuite™ allows your customers to be vendors and your vendors to be customers. One business contact that can handle both roles.


Follow the instructions below to create a new Customer / Vendor :
  1. Navigate to Customer / Vendor Central from the main menu.
  2. Click Create.
  3. Enter Company Name.
  4. Check Customer and/or Vendor. (at least one is required)
  5. Click on the Financial tab and enter Payment Terms, Default Sales Account, Default Expense Account, Accounts Receivable account, Accounts Payable Account, Price Level,  Salesperson. (optional)
  6. Click the Credit Card tab to Register the Customer’s card in Stripe.
  7. Click the Notes tab to enter notes about this Customer / Vendor.
  8. Click the 1099 tab (only available if Vendor type has been chosen.
  9. Check the box next to 1099 if this Vendor is a 1099 Vendor.
  10. Choose the Federal ID Type (Tax Identification Number, or TIN) (optional, SSN for Social Security Number or EIN for Employer Identification Number)
  11. Enter the Federal ID Number (optional).
  12. Click Save.
  13. Click Addresses / Contacts.
  14. For each Address / Contact for this Company:
  15. Enter an Address / Contact Code (up to 25 alphanumeric characters)
  16. Enter the Email address.
  17. Enter a Remit To: person.
  18. Check the Default Shipping and / or Default Billing checkboxes, if applicable.
  19. Enter the Address Line 1, Address Line 2, Address Line 3, City, State, Country and Zip fields (optional) .
  20. Click the Contact Tab.
  21. Enter the Salutation, First Name, Middle Name, Last Name, Suffix, Phone, Cell, Fax, Job Title, Salesperson (optional).
  22. Add any Notes for this Address / Customer.
  23. Click Save.
  24. Click Save and Close.

Enabling / Disabling a Company

You may disable a customer or vendor in the system so that historical transactions may be retained, but remove them from the list of Companies in Customer / Vendor Central.

To disable a company,

  1. Navigate to Quick Menu → Customer / Vendor Central. (1)
  2. Highlight the company to disable. (2)
  3. Click the Enable / Disable Company button (3) above the list of Customers / Vendors. If disabled, the company will be shown in strike-through text.

Disabled companies may be hidden from the list by clicking the Hide Disabled Companies checkbox at the bottom of Customer / Vendor Central. (4)

disablecompany

The Customer / Vendor Central Screen

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