Contacts

 

On this page

All contacts

Customers

Suppliers

Employee

Superfund

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All Contacts

The vertical navigation menu options displayed will be dependent on the modules active in the book (below are the contacts when only the Core and Payroll modules are active). The vertical side navigation menu can be expanded to reveal sub menu.

Click on All Contacts to see the overview of all contacts.

 

 

Customer

A customer is someone who purchases goods or services from you and pays you for those goods and services. Some examples of customers are patients, donors, members, clients or retail customers.

From the vertical side navigation menu, expand Contacts menu and select Customers

 

 

The Customers overview can be filtered for Active, Inactive or All customers to be displayed by clicking on the relevant tab. The Customers overview can be customised using the Spanner icon to Show/hide columns filter to select what columns to be displayed (or not) on the screen.

 

 

To create a new customer contact click on Add button.

Enter the customer information. The contact Display name, first and last name fields are mandatory. Click on Save to add the contact and return to the Customer overview.

 

To Edit or Delete a customer, click on the relevant contact in the Customer overview, then revise, make inactive or delete as required. An inactive status contact is not deleted and will remain on your book. The contact cannot be use on new transactions when the contact status is inactive. Click on Save & close to return to the Customer overview.

 

You will find the Customer tab on the customer contact tab when the Invoice module is active on your book.

You can select the customer default payment term to use when creating an invoice. You can select to use the book default or use your custom payment terms.

You can also set a credit limit for the customer. A warning message will appear when an invoice exceed the set contact credit limit.

Supplier

A supplier is anyone you pay for goods and services, except for employees. Some examples of suppliers are electricity companies, the land lord, telephone company, tax agencies and other businesses that you purchase from. From the vertical navigation menu, expand Contacts menu and select Suppliers

 

 

The Suppliers overview can be filtered for Active, Inactive or All suppliers to be displayed by clicking on the relevant tab. The Suppliers overview can be customised using the Spanner icon to Show/hide columns filter to select what columns to be displayed (or not) on the screen.

 

To create a new supplier contact click on Add.

Enter the supplier information. The contact Display name, first and last name fields are mandatory. Click on Save to add the contact and return to the Suppliers overview.

 

After entering the supplier’s ABN, click on Verify ABN, IPA Books+ will display the entity name for the respective ABN and the GST status.

 

To Edit or Delete a supplier, click on the relevant contact in the Suppliers overview, then revise, make inactive or delete as required. An inactive status contact is not deleted and will remain on your book. The contact cannot be use on new transactions when the contact status is inactive. Click on Save & close to return to the Suppliers overview.

 

 

You can also set the supplier finanical institution details on the Bank details. These details is to used when you create an ABA payment file to submit to your bank.

 

You may have a contact whom you purchase goods or services from and also purchase from you. Instead of creating 2 contacts (Customer and Supplier) for the same business or individual, you can select Customer and Supplier type of contact checkboxes. You can use the same contact on both sales and purchase type transaction.

An employee can only be an individual. Likewise an employee can be all 3 types of contact.

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Customer Statements - IPA Books+

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