Customers and vendors

Find customers under Customer Hub › [Customers](/customers) and vendors under Expenses & Bills › [Vendors](/vendors). The bar at the top shows the money at a glance: estimates, overdue and open invoices, and what was paid in the last 30 days (for vendors: overdue and open bills, and what you paid). Click an amount to show only those.

Add or edit someone

1. 1Press New customer (or New vendor), or add them straight from an invoice or bill.
2. 2Fill in what you know: the company, the person's name, emails (with extra addresses to copy in Cc), phones, website and address. The display name fills itself in from the company or name, and you can change it.
3. 3For customers, set their usual Terms, how they pay and whether they're tax exempt. For vendors, set their terms, your account number with them, a Default expense category and whether you Track payments for 1099.

Terms and the default category fill themselves in when you pick that customer or vendor on a new invoice, bill or expense.

Their page

Click a name to open their page: contact details, Open balance and Overdue payment, and the Transaction list with every invoice, payment, estimate, receipt and credit (for vendors: bills, payments, expenses, checks, purchase orders and credits). New transaction starts one for them.

Someone you no longer work with

Choose Make inactive (from the ▾ next to Edit, or in the list). They leave your lists and pickers, and their history stays in your books and reports. Inactive customers at the top of the list shows them, with Make active to bring one back.