Do the following:
- Select Functions in the top right corner
- Select Customers and Vendors in the menu
- Select List in the menu
- Search for the customer or vendor you need
- Select the pencil and it will bring you to the customer or vendor details
- Here you can maintain it
Be aware of the following:
- A customer or vendor must be active in order for you to use it on invoices, bills, etc.
- You cannot delete a customer or vendor. If you do not want to use it anymore, just select “Not Active” in the Customer and Vendor Details screen. The reason is that BizzPath will save all history on the customer or vendor for later use.
- This screen is only a list and you cannot change anything here.
- If you only want to see customers then click on the “C/V” field beside the pencil and choose “C”.
- For more detailed use click the Actions menu.