Companies Overview

Companies Overview

Customer / Vendor Central

Customer / Vendor Central is the place for everything you need when completing business related tasks. Our Customer / Vendor Central brings together the relationship you have with customers and vendors in one easily managed page. Here are a few things you can do here :
  • Instantly tell whether a company is a customer, a vendor or both by the indicator column next to the name.
  • See the current balance, payment terms and any custom fields you have created.
  • View every invoice, order, payment or receipt in the right pane for each company.
  • Initiate invoices, orders, payments or receipts by clicking the Create above the transaction documents.
  • Export the lists to excel.
  • Create a new customer or vendor by clicking the Create button.
  • Enable / Disable Companies.



Most Accounting applications treat Customers and Vendors like they were from alternate universes. But what happens when that vendor becomes a customer?

CustomBooks™ allows your customers to be vendors and your vendors to be customers. One business contact that can handle both roles.

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