Lists
1099 Categories
Overview 1099 categories in CustomBooks™ are used to properly track payments made to vendors that may be reportable to the IRS on a Form 1099. Assigning the correct 1099 category ensures that eligible payments are captured accurately and included in ...
Product Conditions
Product Conditions refer to the status of a product item based on its physical state or usability. Common conditions include New, Used, Refurbished, Damaged, and Expired. These classifications help businesses manage inventory valuation, sales ...
How do I add a province or region to the dropdown list?
Please watch this short video on how to add a province or region, or check the knowledge base article about States, which provides information on how to view and create States and use them as a Province or Region in CustomBooks™.
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 ...
Payment Methods in CustomBooks™
Payment Method in CustomBooks™ A Payment Method refers to the type of transaction or instrument used to settle financial obligations, such as paying a bill, invoice, or receiving payments from customers. It specifies how the payment is made, whether ...
Currencies in CustomBooks™ | Multi-Currency and Exchange Rates
Overview CustomBooks™ supports multi-currency transactions, allowing businesses that operate internationally to record transactions using currencies other than their default currency. By default, USD (US Dollar) is the primary currency. If your ...
States in CustomBooks™
Overview The States list in CustomBooks™ contains the states available for use in your account. CustomBooks™ comes pre-loaded with the 50 United States, and you can add new states, edit existing states, or delete states as needed. Viewing States To ...
Countries in CustomBooks™
Overview The Countries list in CustomBooks™ comes pre-loaded with commonly used countries and allows you to manage the countries available in your account. You can view the existing list, add new countries, edit country names, or delete countries as ...
Recurring Templates
Overview Recurring Templates in CustomBooks™ allow you to automate the creation of documents that occur on a regular schedule. A recurring template is based on an existing document and can be configured to automatically generate a new document, ...
Item Categories
Item Categories in CustomBooks™ Item Categories allow you to group products and services for better organization, pricing, and reporting. They can be used alongside the Price Matrix to create a complex pricing structure or to simplify the entry of ...
Classes in CustomBooks™
Overview Classes in CustomBooks™ provide a flexible way to categorize and group transactions for organizational and reporting purposes. A Class can represent a department, sales team, business line, division, or another meaningful category within ...
Sales People
Sales People in CustomBooks™ The Sales People feature in CustomBooks™ allows businesses to track sales by individual sales representatives. The Sales by Representative report can provide a breakdown of sales by each Sales Person for a selected time ...
Shipping Carriers
Overview Shipping Carriers in CustomBooks™ allow you to manage the companies or services responsible for transporting goods from one location to another. Common examples include UPS, FedEx, and USPS. Shipping Carriers can be selected on Sales ...
Units of Measure Sets (UoM Sets)
Units of Measure Sets (UoM Sets) in CustomBooks™ A Units of Measure Set is a group of units applied to an item. For example, imagine you run a candy store. You purchase candy bars by the case, sell them by the box to smaller stores, and individually ...
Projects/Jobs
Overview The Projects/Jobs module in CustomBooks™ allows users to group transactions for reporting and tracking purposes. A project or job is typically created for short-term needs, such as a client-specific task or project. For long-term or ...
Price Levels
Overview Price Levels allow you to group customers for customized pricing and reporting. You can assign a Price Level to a customer and use it with the Price Matrix to automatically determine product prices on sales documents based on the selected ...
Payment Terms
Payment Terms Payment Terms are the agreed-upon conditions between a buyer and seller that specify when a payment for goods or services is due. These terms define the period within which payment must be made, any early payment discounts, and ...