Contacts: customers, suppliers and both

One business can be a customer, a supplier or both. You save its details once in Contacts.

Open Contacts and choose All, Customers or Suppliers. The role badge shows Customer, Supplier or Both.
Click New contact. The selected tab determines the suggested role; change it if the contact has both roles.
Search for a business by name or Crossroads Bank for Enterprises (KBO) number to fill in its details, or enter a private individual's details manually. Check and save.
For a sales invoice, you see customers and contacts with the Both role by default. Tick Also show suppliers if you want to select a supplier.
If you save a sales invoice with a supplier, the role automatically becomes Both. For an approved purchase invoice, the supplier is matched by VAT number; an existing customer also receives the supplier role.

Example screen: Contacts with tabs and role badges

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