Customers & Vendors

Organize every business relationship in one place -- stored locally in your PostgreSQL database, never uploaded to external servers.

Registering a New Customer

1. Open the Client Directory from the sidebar navigation
2. Press the Add Customer button
3. Complete the customer profile form:
   • Name -- the individual or business name
   • Email -- used for delivering invoices electronically
   • Phone -- a primary contact number
   • Address -- their billing address for invoices
4. Press Save Customer to add the record to your local database

Registering a New Vendor

1. Open the Vendor Directory from the sidebar navigation
2. Press the Add Vendor button
3. Complete the vendor profile form:
   • Name -- the supplier or service provider name
   • Email -- their preferred email for correspondence
   • Phone -- a direct line for inquiries
   • Address -- where the vendor is located
   • Account Number -- the identifier they have assigned to your account
4. Press Save Vendor to commit the entry

Monitoring Customer Balances

Quickly see how much each customer currently owes:

• The customer roster displays a running Balance beside every name
• Select any customer to drill into their complete transaction timeline
• Review outstanding invoices, recorded payments, and any issued credits
• Produce a formal customer statement for your records or to share with the client

Monitoring Vendor Balances

Stay on top of amounts you owe to suppliers:

• The vendor roster shows an up-to-date Balance for every entry
• Select any vendor to examine their full activity history
• Inspect open bills, payments you have made, and applied credits
• Generate a vendor statement to reconcile against their records

Organizing Contact Details

All contact data is stored in your local PostgreSQL database and remains on your computer at all times:

• Separate Addresses: Maintain distinct billing and shipping addresses for any contact
• Internal Notes: Attach private remarks visible only to your team
• Active / Inactive Status: Deactivate contacts you no longer work with instead of removing them permanently
• Instant Search: Locate any contact in seconds by typing a name, email address, or phone number