About Contacts, Customers and Suppliers

Contacts, or customers and suppliers, are third parties that you do business with. They are managed centrally in AccountsPortal which means that it is possible to set up a third party as both a Customer and a Supplier. Customer and Supplier records must exist in order to enter Invoices, Credit Notes, Quotes and Orders.

For more information, see:

• Create a New Contact
• View or Edit Contacts
• Customer and Supplier Statements
• Importing Contacts