Accounts are companies that you do business with. These could be Suppliers or Customers. Accounts are required to create orders and invoices in the system. Read further to learn how to create them!
Add an Account
Head to Customers > Accounts and click Add Account to get started.
You'll see the 'New Account' screen:
Key Details
Name
The name of the customer or supplier, this could be a company name or the name of a person.
Number
If you have an account number for this customer or supplier from your accounting software, you can add it here.Can Take Payments
Enable this option if you want to accept or register payments for the customer, whether via Pay by Link, cash, or simply to track their outstanding balance.
Type
Choose from customer, supplier or prospect. Use the supplier type to create Purchase Orders in the system.Address
The address for the customer. Automatically created as the primary billing and delivery address for the customer upon creation.
Payment Terms
Apply your customers specific invoicing terms here. Create your own payment terms in System Setup > Payment Terms.
Delivery Method
Apply your customers specific delivery method here. Create your own delivery methods in System Setup > Delivery Methods.
Credit Limit
Set the maximum credit allowed for this customer. The system will check this limit when creating sales orders.
Note: You'll need to head to the Address and Additional Info tabs to add in this information.
Want to upload your accounts via a spreadsheet?
You might want to import accounts in bulk using an existing spreadsheet or an exported file from a CRM.
If you do feel this would be a more appropriate option for you, check out our guide: Importing and Exporting Data
Using one of our integrated accounting options?
Import your customer list at the click of a button using our import tool. Chat with a member of our team in the blue help bubble to learn more. ↘️