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4.7Editing, deactivating and deleting

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

  • Edit — click the name to open the contact, then Edit; or hover the row in the list and click the pencil. Save with Save changes.
  • Deactivate — switch Active off. The contact keeps its history and balances but cannot be used on new transactions.
  • Delete — hover the row and click the trash icon; confirm Delete this customer? (or vendor). Deletion is permanent and only allowed when the contact has no transactions.
22.2Team & AccessUsers The table lists each user's name, email, Role, Status (Invite pending, Active, Inactive) and the dates invited and joined. Invite user: First name *,…Settings and administration4.2The Customers and Vendors listsContacts → Customers (or Vendors) shows a searchable table. Columns: Name, Company, Email, Phone, Currency, Balance and Status (Active / Inactive). Country,…Contacts — customers and vendors4.3Creating a customerOn Contacts → Customers click New customer (or use + Create → Customer from any page). A drawer titled New customer opens, split into sections. Fill in what…Contacts — customers and vendors5.6Sales ordersA sales order confirms that a customer has committed to buy. You record deliveries as goods ship and convert the order into one or more invoices. Essentials…Sales