Customers, suppliers, balances and statements
A party card gathers identity and operations. Customers belong to sales and suppliers to purchasing; statements explain balance movements, not just contacts.
Last reviewed
Before you start
Select the correct company and verify permissions. Learn in a test workspace; posting or restoring can change actual data.
Workflow
- Add name, contacts and address; search existing records before duplicating.
- Review currency, payment terms, credit and pricing where relevant.
- Open details to review invoices and payments; use a statement for the required period.
- Compare balance with movements and payment allocations before recording a new adjustment.
Watch this distinction
An unallocated receipt may not close the intended invoice. Review allocation instead of editing the party balance manually.
Verify the result
Reopen the record and check saved values and state. For financial operations, compare the document with the relevant movement and report before continuing.