Aned Book help › Step-by-step guides › Masters — customers, items, codes

How to find a customer or supplier, see who owes you, and send a reminder

Every edition — Lite, Basic, Silver and Gold

One list holds everybody you bill or buy from. A firm you both buy from and sell to is ONE record, so its two balances net against each other.

  1. Open Masters, Customers & Suppliers. The tabs show everybody, only customers, or only suppliers.

    Open Masters, Customers & Suppliers. The tabs show everybody, only customers, or only supp

  2. At the top: how much is owed to you, and how much you owe. Green is money coming to the shop, red is money going out of it.

    At the top: how much is owed to you, and how much you owe. Green is money coming to the sh

  3. Search by name, GST number, phone or town — the number on a bill in your hand finds the record as well as the name does.

    Search by name, GST number, phone or town — the number on a bill in your hand finds the re

  4. A customer who owes money has a WhatsApp button on the row — it sends a payment reminder from your own WhatsApp.

    A customer who owes money has a WhatsApp button on the row — it sends a payment reminder f

  5. Click a row to open that party’s ledger — every bill, payment and balance.

    Click a row to open that party’s ledger — every bill, payment and balance.

  6. Add a new customer or supplier with the button on the right. While billing, Alt + C does the same without leaving the bill.

    Add a new customer or supplier with the button on the right. While billing, Alt + C does t
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