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addisoncarey
Level 1

Do I use one record for both vendor and customer transactions when a company is both a vendor and a customer. Do I need separate records, one as customer, one as vendor?

We have a vendor who we record expenses from monthly. They have recently used our services, so now I need to create an invoice for them. Do I need to set them up as a customer, or can I use the vendor record to link the invoice to?
1 Comment 1
Rustler
Level 15

Do I use one record for both vendor and customer transactions when a company is both a vendor and a customer. Do I need separate records, one as customer, one as vendor?

Set the vendor up as a customer with a slightly different name, I add a period.

No you can not link them

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