Companies (formally C/V Central)
C/V Central Terminology Update Coming Soon!
Soon the name Customer / Vendor Central will be changed system-wide to Companies. Why? We felt that the word companies more accurately describes this concept due to our feature that allows a company to be both a customer and a vendor. We also ...
Creating a New Company (Customer or Vendor)
Creating a new company in CustomBooks™ is a straightforward process that allows you to efficiently manage your customers and vendors. By following these simple steps, you can set up your company profile and start recording transactions seamlessly. Go ...
Companies (Customers/Vendors)
Companies Companies (formerly Customer/Vendor Central) is the place for everything you need when working with Customers and Vendors. CustomBooks™ Companies module brings together the relationship you have with customers and vendors in one easily ...
How to Format List Items in the Companies List View in CustomBooks™
In CustomBooks™, you can customize the appearance of items in the Companies List View to make your data easier to read and manage. For instance, you can bold all companies that are vendors or highlight balances in red. Steps to Format List Items in ...
Customizing Columns in the Companies (Customer/Vendor) List View
In CustomBooks™, you can customize the columns in the Companies List View to display the information most relevant to you. By default, the Companies List View shows columns such as Code, Company Name, Type (Customer, Vendor, or C/V), Consignee, ...
Make a Company (Customer or Vendor) Inactive/Active
Make a Company Inactive/Active In CustomBooks™, you may find the need to disable or make a company inactive—whether it’s a customer or a vendor—without deleting their historical transactions. This ensures that all previous transactions remain intact ...
Exporting Companies' Email Addresses in CustomBooks™
Need to export your customers' and vendors' email addresses? CustomBooks™ makes it easy with the Universal Report feature. Follow the steps below to generate and export a report containing your customers' email addresses and other relevant ...