To make a new Customer or Vendor, click the Partner+button
Here are the basic details, what is needed to issue an invoice
Only the Name field is required, everything else is optional
First, you need to select this partner is a Customer or/and a Vendor. It's set to Customer by default, so you don't have to select every time.
Customers will appear in the Invoices and in the Quotes, and the Vendors in the Expenses.
You can add a discount only for this client, a TAX ID, a default payment method, and an account number
You can add a Billing address
And of course the Shipping address
Here is a video, if you want to see how to do it !!!! IN THE VIDEO YOU WILL SEE AN OLDER VERSION OF BIZXPERT!!!
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