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Chapter 34

Customers & suppliers

The list of customers and suppliers with their balances, and a complete file per party: balance, invoices, projects, cheques, statement and opening balances. A balance owed to you shows in green, owed by you in red.

FADx ERP 1.88.31
Customers & suppliers — balance, credit limit and statement of account
Customers & suppliers — balance, credit limit and statement of account

Common workflows

  1. 1

    Add a customer or supplier

    From the form — name, phone, credit limit and payment terms.

  2. 2

    A statement for a period

    "Statement" next to the name → pick from/to → print or Excel.

  3. 3

    An opening balance

    Open the party file → "+ Opening balance". For many at once: Master data → Import from Excel → "Party opening balances".

FADx ERP 1.88.31
Party file — all its documents in one tab
Party file — all its documents in one tab

Messages you may see — and what to do

  • "… already has an opening balance"

    One balance per party on each side — to correct it, reverse it from the Journal and enter it again.

  • "Will be recorded without a journal entry…"

    The opening capital account is not linked — link it under Settings → Accounting and cash, then complete from the ledger integrity screen.

  • The name is taken

    Each party needs a distinct name.

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