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4.5The contact overview page

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

Clicking 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 they have been a customer (or vendor), and the money picture: Receivables (or Payables), Unused credits (open credit notes or vendor credits), Unapplied payments (money paid on account that no invoice or bill has taken yet — shown when there is any) and Opening balance.

Buttons: Email (opens the mail drawer addressed to the contact), Statement (section 4.6) and Edit.

Two tabs:

  • Overview — addresses, contact persons, other details, and the most recent invoices and payments (bills and payments for a vendor).
  • Transactions — full lists of Invoices, Payments received, Credit notes, Estimates and Sales orders for a customer; Bills, Payments made and Vendor credits for a vendor. Each row links to the document, and each list shows its status tags (Draft, Open/Sent, Partial, Overdue, Paid, Written Off; Cancelled, Closed).

The Activities tab (section 2.7) keeps notes, messages and scheduled follow-ups about the relationship.

4.1Contacts OverviewThe 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…Contacts — customers and vendors19.5Receivables, payables, sales and purchasesCustomer / Vendor Balance Summary — what each customer owes you, and what you owe each vendor. Customer / Vendor Transactions — every invoice, payment and…Reports5.1Sales OverviewHeadline metrics — Invoiced this month, Unpaid invoices, Overdue invoices, Open estimates, Orders to fulfill and Draft invoices, with a Revenue over time…Sales4.2The 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 vendors