Customers and suppliers

If an organization is a paying customer, you can add payment details to its Organization page by selecting the Organization is a customer checkbox.

If the organization’s invoice scanning software only accepts one PDF attachment, select the Merge all PDF attachments into an invoice PDF file checkbox.

If an organization is a supplier to your company, payment details can be added. This is done by checking the ‘Supplier’ box when editing an organization. The title will change from organization to supplier.

An organization can be both a customer and a supplier at the same time, or neither of those.