ReceiptTrack

Manage customers, suppliers and contractors

Use Contacts for customers and Suppliers for suppliers or contractors. Add the required display name, complete relationship and registration details where relevant, then Save. Archive hides a record from active choices without deleting its history. Create reusable trading-party records without losing historical document links.

Quick answer

Before you start

Know whether the party is a customer, supplier or contractor.
Have legal name, company/VAT number, address and payment terms where relevant.

Add a customer.
Add a supplier or contractor.
Search, edit, archive and reactivate records.

1. Add a customer

Open Contacts and choose Add contact. Enter Display name first; Save becomes available once required data is valid. Cancel returns without creating a record.

Use Legal name when it differs from the trading name.
Choose person or organisation and B2B or B2C relationship accurately.
Add company/VAT number, email and postal address when known.
Default payment terms can prefill future documents.

ReceiptTrack Business Hub empty customer form with identity, relationship, registration, address and payment-term fields. — Add contact opens the customer form. Save stays unavailable until the required display name is present.

2. Add a supplier or contractor

Open Suppliers, choose Add supplier, then select Supplier or Contractor in Role. The remaining identity, registration, address and payment-term fields follow the same pattern.

ReceiptTrack Suppliers and contractors page with a synthetic active contractor and Edit and Archive actions. — Supplier and contractor cards show their role and active state. Edit updates future use; Archive removes a contact from active choices without deleting history.

ReceiptTrack empty supplier and contractor form including the Role selector. — The supplier form adds a Role choice so the record can be saved as a supplier or contractor.

3. Find and maintain a record

Use search to narrow the list. Edit updates the reusable record for future selections. Archive removes it from active pickers; Reactivate makes it available again.

Archiving is safer than deleting a party used by issued documents.
Historical invoice snapshots do not change when a contact is edited.

The correct party type and role are visible.
Address and identifiers are complete enough for documents.
Archived contacts remain represented in history.

Save stays disabled until required data is present.
Do not create duplicate records for minor spelling changes—edit the existing party.
A supplier cannot be selected on a bill if it is archived.

Contact checklist

Display/legal name checked
Party and relationship type selected
Role selected for suppliers
Registration and address reviewed
Payment terms set

Your trading parties are reusable and auditable

Clean contact records speed up documents, while archive and snapshot behaviour protects the historical trail.