Companies (Customers/Vendors)

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 managed page.



Here are a few things you can do here:
  1. Instantly tell whether a company is a Customer, a Vendor or both (C/V) by the indicator column next to the name.
  2. See the current balance, payment terms, price level and any custom fields you have created.
  3. View every invoice, order, payment or receipt in the right panel for each company.
  4. Create a new company and generate sales orders, invoices, payments or receipts, and time tracking entries by clicking the Create button on the yellow command bar.
  5. Export the lists to Excel, PDF, Word. or Simple Text document.
  6. Enable/Disable companies.
  7. Create Customer Statements.

Viewing the Companies List

To view the full list of companies:
  1. Go to Lists > Companies.
To view a list of only customers or vendors:
  1. Go to Lists > Customers or Lists > Vendors.

Viewing Company Transactions

The list of transactions for the selected company is displayed in the right panel. It includes details such as the transaction date, document type, document number, total amount, balance amount, due date, and memo. You can double-click any transaction in the list to open and view its details. Alternatively, click Show > Transactions to open and view the complete list of transactions for the selected company in a new window.



Creating a New Company

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.

  1. Go to Lists > Companies.
  2. Click Create > New.
  3. Check the Customer or Vendor checkbox or both. At least one is required.
  4. Enter the Company Name.
  5. Click on the Financial Tab and enter default Terms, defaults Sales account (customer), default Expense account (vendor), default Accounts Receivable account (customer), default Accounts Payable account (vendor), default Price Level, and default Salesperson. (Optional)


  6. Go to the Payment Methods Tab to add or register a Customer's card or ACH debit bank account in Stripe or Paya. Visit these knowledge base article links to know more about Stripe and Paya payment integrations.


  7. If the company is a 1099 Vendor, click on the 1099 Tab > check the 1099 Vendor checkbox, enter the vendor's full name and the Federal Tax ID (EIN for Employer Identification Number or SSN for Social Security Number)

  8. Click on the Notes Tab to add notes about the customer/vendor or add a website.


  9. Click the Save button. Go to Addresses / Contacts Tab > click Create button to create new address / contact ID.
  10. On the Create New Address/Contact ID window, enter the Address/Contact ID, Email Address, Remit To (Name), Sales Tax Rate, Address Line 1, Address Line 2, Address Line 3, City, Region/State, ZIP Code, and Country in the Address Tab. (Optional)


    Enter the     First, Middle and Last Name, Suffix, Salutation, Phone Number, Cell Number, Fax Number, Job Title, Salesperson, and Notes in the Contact Tab. (Optional)


  11. Click Save/Save the Close to save the Address/Contract ID.
  12. Then click Save/Save and Close again to save the Company.

Creating Documents or Transactions

The Companies List in CustomBooks™ provides a quick and convenient way to create documents or transactions such as Sales Invoices, Bills, Deposits, and Payments (Checks) directly from the list. This feature streamlines workflows by allowing you to manage customer and vendor interactions efficiently without navigating through multiple screens.

Steps to Generate a Document or Transaction:
  1. Locate the desired Customer or Vendor from the Companies List. Click the Create drop-down button
  2. Choose the type of document or transaction to generate from the drop-down menu (e.g., Sales Invoice, Bill, Deposit, or Payment).


Exporting Customers and Vendors List

CustomBooks™ makes it easy to export your customer and vendor lists to various file formats, such as PDF, Excel, Word, or a simple text document. Follow the steps below to quickly generate and download the desired file:

Steps to Export Your Companies List:
  1. Navigate to Lists > Companies. If you only need a list of customers, go to Lists > Customers, for vendors, Lists > Vendors. Click the Export List button located at the top of the page.
  2. Choose the columns or fields you want to include in the exported file, then click OK. A preview of the list will open in a new window.


  3. In the Companies - Preview window, click the Export button and select your preferred file format (e.g., PDF, Excel, Word, or Text).
  4. Click the Save button to finalize the export and download the file. The exported file will be saved to your device’s default Downloads folder.


Make a Company Inactive/Disable

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 for reference and reporting purposes, while preventing any new transactions from being recorded for that company. Here's a step-by-step guide on how to disable a company:
  1. Go to Lists > Companies.
  2. Select or highlight the company to disable.
  3. Right click, choose Edit > then select Make Inactive or Make Active (to reactive). If a company is inactive/disabled, the company name will be shown in strike-through text.


Info
  1. You may highlight multiple companies to batch inactivate/activate.
  2. Inactive companies may be hidden from the list. Click the Hide Inactive Companies button in the bottom-left corner of the Companies List to hide inactive companies.


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