LedgersLab
Log inStart free
OverviewFusion AIInvoicing & paymentsBank reconciliationReportsInventoryAll featuresPricingHelp CenterFAQBlogContact
Log inStart free

4.1Contacts Overview

Chapter 4 · Contacts — customers and vendors·1 min read

The Overview is a read-only picture of your customer and vendor base:

  • Customers and Vendors — counts, with growth over time in the chart.
  • Receivables and Overdue invoices — what customers owe you and how much of it is late.
  • Payables and Overdue bills — what you owe vendors and how much of it is late.
  • Quick actions — New customer, New vendor, Import customers, Import vendors.
  • Panels for Overdue invoices, Largest open balances and Recently added contacts, and a Bring data across card that links to the import tools.
4.5The contact overview pageClicking a customer or vendor opens its page. The header shows the name, an Active / Inactive tag, the currency, payment terms, tax treatment and how long…Contacts — customers and vendors6.1Purchases OverviewHeadline metrics — Billed this month, Unpaid bills, Overdue bills, Open purchase orders and Draft bills, with a spend chart and period picker. Quick actions…Purchases4.8Importing contacts from a fileOn the Customers or Vendors list click Import (or use the Overview's Import customers / Import vendors). Click Download template to get a CSV with the…Contacts — customers and vendors4.9Opening balances for contactsWhat a customer owed you (or you owed a vendor) on the day you started using LedgersLab is entered as an opening balance at Settings → Accounting → Opening…Contacts — customers and vendors