Add customers, suppliers and items

Create and update the contacts and products you use on invoices and bills.

Add an item while invoicing

1. On an invoice line, start typing the item name.
2. If it is not in your list, choose Add “name” as a new item. Add a new item is also always at the bottom of the list.
3. The item form opens with the name filled in. Add the price and VAT and save.
4. The new item goes straight onto that invoice line.

Customers

Add customers from Sales. A customer's payment terms print on their invoices. On Pro and Advance a customer can also have a default currency.

Suppliers

Add suppliers from Purchases, or let them be created for you. When you record an expense you can choose an existing supplier or type a new one.