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22.5Contacts

Chapter 22 · Settings and administration·1 min read·2 topics

#Customers & Vendors

  • Defaults — Default customer type (Business / Individual), Allow duplicate display names.
  • Numbering — Enable customer numbers, Enable vendor numbers.
  • Credit limits — Enable credit limits on customers, and whether exceeding one Warns or Restricts the invoice.
  • Address formats — how billing and shipping addresses are laid out on PDFs, using placeholders.

#Custom Fields

Add your own fields to Customers, Vendors, Invoices and Bills. Each field has a Label (VAT ID), a Type (Text, Number, Date, Checkbox, Dropdown (select) with Options), Applies to, Required, Sort order and Active. The fields appear in the record's Custom fields section and on PDFs where the template shows them. Essentials plan.

4.8Importing 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 vendors4.1Contacts 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 vendors4.9Opening 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 vendors18.3Accounts and contactsAccounts — companies you sell to and through: Account, Type, Industry, Annual revenue, Employees, Location, Owner, Score. An account page shows its details,…CRM — leads, accounts, opportunities and forecasting