Add a customer or supplier
Contacts → Add: a name or a phone number is enough. Mark them customer, supplier or both; add the GST number for tax invoices; put them in a group; switch on wholesale pricing if they get it.
You need: Contact permission
- Open Contacts and press Add contact (or, on the sale screen, type a phone number that is not found and choose New contact).
- Type the name and phone. Choose Customer, Supplier or both.
- For a business customer add the business name and GST number; the state on their address decides the GST split.
- Optional: a group, wholesale pricing, an opening balance for what they already owe you.
- Save. The contact is ready to pick on any sale, purchase or payment.
Works on: the web app, Android, iOS.
Questions people ask
Can a customer also be a supplier?
Yes. One contact carries both roles and one running balance.
Can I import my customers?
Yes: Contacts → Import from CSV or Excel.