Customers, suppliers & Khata

Add a customer or supplier#

1. 1

   Choose the right list.

   Use Customers for people who buy from you and Suppliers for businesses you buy from. Tap the add action in that list.

2. 2

   Enter the name.

   Use a distinctive name. This is the contact you will select on invoices or bills.

3. 3

   Add contact details.

   Enter an email and phone number if available. An entered email must use a valid format. Select the correct phone country code.

4. 4

   Enter addresses.

   Use Billing Address for the billing location and Shipping Address for the delivery location, when relevant.

5. 5

   Save the contact.

   Return to the list and search for the name or phone number to confirm the record.

Review a party’s history#

1. 1

   Open the contact.

   Tap a customer or supplier in the list to see their details.

2. 2

   Read the history.

   Customers show Sales History; suppliers show Purchase History. Review document dates, numbers, status, and amount.

3. 3

   Check the source document.

   Use the corresponding invoice or bill to review payment status. The Khata starts with correctly assigned sales, purchases, and payments.

Keep contact records consistent#

Search before creating a new contact so that a party’s history stays together. A business that is both a customer and a supplier appears in the appropriate list for each type of transaction.

Some versions label the supplier creation screen “Edit Supplier”; verify that you opened it from the Suppliers list.