How do I add a customer or a supplier?
Chart of accounts → New account → Type: Party, then say whether they are a customer, a supplier or both.
Customers and suppliers — clients and vendors, if that is what you call them — are accounts here, which is what lets every invoice, payment and statement line up against the same name.
1. Open Chart of accounts and choose New account.
2. Give it the name you know them by, and a code if you use codes.
3. Set Type to Party.
4. A "Party is a…" box appears — choose Customer, Supplier, or Both for someone you buy from and sell to.
5. Save.
They are now available on invoices, bills, payments and the account statement.
The type locks once the account has transactions, because changing it would change what every past entry meant. Everything else — the name, the contact details — you can edit whenever you like.
Still not sure? Ask it in the chat in the corner — no account needed, and a person answers whatever the assistant can't.
How do I enter my opening balances?
Opening balances carry your existing books into the app. Enter them once, before day-to-day work.
How do I record a payment I received or made?
Payments → New payment: pick the party, pick the cash or bank account, enter the amount.
How do I settle a small difference left on a customer or supplier balance?
Clear a rounding remainder, an agreed discount or a bad debt with Settle difference, rather than leaving it on the statement.
How do license agreements and royalties work?
One licence agreement per licensor: the products covered, the royalty on each, and an optional fixed fee.