Customers and vendors
Keep the people you're paid by and pay, and see what you've received from or paid to each one, this year and all time.
The list
Where in the app: Accounting → Customers & vendors
Tabs for everyone, customers, vendors and archived, with search, and money received and paid beside each. One contact can be both.
A contact
- Email, phone, tax number, address and notes.
- Totals for this financial year and all time.
- Recent transactions, and a link to all of them on Transactions.
- Archive one you no longer use; its history stays.
Tip: Add a customer or vendor while entering a transaction or a bank rule: "+ Add a new customer/vendor".
Read next
Transactions: review, categorise, split, copy, remove
Every line that moves money in or out of a bank, card or cash account, in one list. Categorise straight on the list, split across categories, copy one that repeats, and tick it reviewed.
Read the guideBank rules: categorise the routine automatically
A rule puts every bank line whose description contains some words into a category, as it arrives. Bookalyze also suggests rules for payees you keep categorising the same way.
Read the guideMove from Wave (or QuickBooks, Xero, Zoho Books, Sage)
Bring your history in from one CSV of journal lines, with your customers and vendors and Wave's receipt files. It runs in your browser, can be undone, and the file is never stored.
Read the guide