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

4.2The Customers and Vendors lists

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

Contacts → Customers (or Vendors) shows a searchable table. Columns: Name, Company, Email, Phone, Currency, Balance and Status (Active / Inactive). Country, Opening balance and Created are available from the column chooser.

  • Search matches name or email.
  • Click a name to open the contact's overview page (section 4.5).
  • Hover a row for edit and delete.
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 vendors4.1Contacts 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 vendors4.8Importing 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 vendors22.1OrganizationGeneral Company — Company name *, Industry, Tax number / VAT ID (printed on invoices and bills). Address — lines 1 and 2, city, state/province, postal code,…Settings and administration