Keep track of customer and vendor information.
To create a customer or vendor contact, click your business name in the upper-right corner and select Customers & Vendors from the drop down menu.
Click the New Contact button.
Fill in the fields for the following information:
- Company Info
- Company Name
- Contact Type
- Tax Number
- Primary Contact Info
- First Name
- Last Name
Once all the information is complete, click the Save button at the bottom of the page.
Once saved, you will be able to update the company address, set a preferred payment method, set auto-approval standards, and view their billing history.