Companies overview
Companies are your customers and suppliers: one record per legal entity or private person, with addresses, contacts, bank accounts, payment terms and the running debt balance. Sales, purchases and payments all point to a company record.
Open it from the Catalogs group in the left menu, item Companies.
What is in this section
| Page | What it does |
|---|---|
| Companies | The company list with filters, debts and mass actions. Companies list |
| New company | Create a customer or supplier with addresses, contacts and terms. Creating a company (customer or supplier) |
| Buyer debts | Customers with unpaid invoices and the amount outstanding. |
| Supplier debts | Suppliers you still owe. |
| Company groups | Groups used for prices, discounts and reporting. |
| Newsletters | Mailing lists built from company contacts. |
Related
- Sales overview — documents issued to customers
- Purchases overview — documents received from suppliers
- Payments overview — settling buyer and supplier debts
- Catalogs overview