Manage Finance clients and vendors

What this does

Maintain Finance clients and vendors from their separate lists. Clients are organizations or people billed; vendors are suppliers.

Steps

1. Open Clients to search existing Finance clients, open a record, or create one using the available form.
2. Open Vendors to search suppliers, open a record, or create one using the available form.
3. Use each record's available edit action to update its details.

Result

Finance Clients are distinct from Sales Customers. Use the correct record type when creating invoices or recording vendor information.

Related/Next guide: Create and manage invoices.