Suppliers

Add a supplier

1. Press New supplier.
2. Type the Name.
3. Fill in Who to ask for, Phone and Email, if you have them.
4. Type How to pay them: their bank account or mobile wallet.
5. Choose what Their bills are usually for.
6. Press Add the supplier.

Then: They are added at the unit you filtered to, or else your own, and offered on a new bill there, with what their bills are usually for chosen first.

Rather not? Add one on a bill instead: choose + A new supplier… on New bill, and add their details here afterwards.

Change how a supplier is paid

1. Open the supplier's three dots.
2. Press Change….
3. Change How to pay them.
4. Press Save.

Then: Under How to pay them the list says changed, with the day and who changed it, and the change is kept on the organization's audit record with what it was before.

Who: Who changed it shows only where that person's name is shown to you.

The printer, Inkwell Press, emails new bank details. Before changing them, Grace calls Inkwell Press on the number already kept, then changes How to pay them; the list shows the change, the day and Grace's name.

See what is owed to a supplier

1. Read Owed now beside the supplier: what is left to pay, and on how many bills.
2. Press it to open their bills still owed, on Bills.
3. Press New bill beside them to record one more.

Then: Bills opens on that supplier's bills still owed, to pay from there.

Retire a supplier, or bring one back

1. Open the supplier's three dots.
2. Press Retire.
3. To use them again, press Bring back in the same menu.

Then: Retired, they are marked retired and are not offered on a new bill. Their bills stay, owed or paid; nothing is deleted.