Master data
Manage customers and suppliers
Open Customers and enter a clear name, billing address, country and contact details. Check the VAT ID where required. Set payment terms that match the agreement before selecting the customer on an invoice.
Add a customer
Open Customers and enter a clear name, billing address, country and contact details. Check the VAT ID where required. Set payment terms that match the agreement before selecting the customer on an invoice.
Add a supplier
Open Suppliers and record the supplier's legal name and address. Review the details against its document before linking an expense.
Update and archive
Correct contact details when they change. Archive records you no longer use instead of removing historical references. Archiving does not rewrite issued invoices or past accounting records.
Important
Expected result and recovery
Saved contacts appear in their lists and can be selected for the appropriate transaction. If a name or tax field is wrong, edit the master record and review any draft that uses it before issue.