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.
Practical SINAD Business and shared-settings guides: company and team, sales and purchasing, inventory, accounting and reports. Follow workflows with screenshots and related guides.
A party card gathers identity and operations. Customers belong to sales and suppliers to purchasing; statements explain balance movements, not just contacts.
A quote proposes a sale, an order tracks commitment, and an invoice records the transaction. A return addresses a prior transaction, not a draft typo.
Use the report matching the question: statements for movements, aging for maturity, sales/purchases for analysis, custom reports for chosen columns and filters.