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Creating a Customer or Vendor
Creating Customer / Vendor Follow the instructions below to create a new Customer / Vendor : Navigate to Companies from the Quick Menu. Click Create. Enter Company Name. Check Customer and/or Vendor. (at least one is required) Click on ...
Getting Started - Setup Companies (Customers & Vendors)
Overview 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 ...
Customizing Companies
Adding, Removing or Changing Fields in Companies The Company pane has several company fields listed in the Companies module and these may be customized to fit your specific needs. View the video below to learn how to do this. Video on how to ...
Overview - Welcome to CustomBooks™
Customizable accounting software for growing your business. Overview CustomBooks™ is a powerful all-in-one cloud-based customizable business software that includes accounting, inventory, order management, Cloud Banking, time and project tracking, and ...
How to Apply Vendor Credits
Overview If you have received a credit from a vendor from a Purchase Return, overpayment or other reason, there will come a time when you need to use that credit on a Bill. This is accomplished with the Apply Vendor Credits feature. Using this ...