Contact records

The 360° page for a contact: open and overdue balance, lifetime revenue or twelve-month spend, days to pay, unbilled work, terms, credit limit, tax status and 1099 tracking.

Sales → Customers; Purchases → Vendors. Add a customer / Add a vendor, or type a new name straight into a document's contact field and choose Add.

The record. Display name, company, emails (the first is the primary recipient), phone, website, address, notes. Under Terms & billing: payment terms (or the company default), a credit limit (blank for none), and tax status — Taxable or Exempt. Vendors carry terms, a Track for 1099 switch, W-9 status and a masked tax id.

The 360° view opens from the list. For a customer: open balance with the overdue portion, lifetime revenue and invoice count, median days to pay across paid invoices, and unbilled time and expenses waiting to be invoiced; then a revenue-by-month chart, the transaction stream, and the activity log. For a vendor: open balance, spend over twelve months, open credits, and 1099 status, with spend by month.

Actions from the record. Receive payment and New invoice start those forms with the customer filled in; a vendor page offers the bill and payment equivalents. A customer over their credit limit is flagged on the invoice form and can be placed on hold — see Credit limits and credit holds.

One company, two sides. A CRM account and an A/R customer are the same company; creating an opportunity for a customer that has no CRM account yet creates and links one. See Linking a CRM account to an accounting customer.