Add customers and vendors
A new, active customer or vendor you can pick on invoices, orders and bills.
Before you start
- Sales or purchase access to add contacts.
- The contact's 16-digit NPWP and NITKU, if needed for tax invoices.
Steps
Step 1: Open Contacts
In the sidebar, choose Master Data, then Contacts, and click New contact.
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The Contacts page in Finday with the contact list and the New contact button.
Step 2: Fill in the name and type
Fill in Display name. Under Type, tick Customer, Vendor or both. Add the phone, email and address.
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The new contact form with Display name and the Customer and Vendor type options.
Step 3: Set the stage to Active
A new contact starts in the Prospect stage, which cannot be used in transactions. Choose Active for Customer stage or Vendor stage.
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The contact stage options with Active selected.
Step 4: Check the accounts, then click Save contact
Receivable account and Payable account are filled in already; change them if needed. Add the vendor's bank account for payments.
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The Default accounts and Bank accounts sections of the contact form, with the Save contact button.
Step 5: Fill in the NPWP and NITKU
On the contact's page, click Edit contact and open Tax & Coretax. Fill in the 16-digit NPWP and the NITKU, then click Save tax identity.
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The Tax & Coretax section of Edit contact with the NPWP and NITKU fields.
When you are done
- The receivable and payable accounts fill in from the account mapping, by contact type.
- After saving, Finday opens the contact's detail page.
- Contacts in the Active stage appear in the customer and vendor lists on transactions.
Common problems
The contact does not appear when creating an invoice or order
Its stage is still Prospect. Open the contact, set Customer stage or Vendor stage to Active, then save.
A company is both a customer and a vendor
Tick both Customer and Vendor under Type. The receivable and payable accounts adjust automatically.
Something still unclear?
Ask us on WhatsApp. The Finday team replies during office hours and can walk you through it in your own account.