Contacts Management (Suppliers & Customers)

BillBook makes it easy to manage your suppliers and customers in one place! You can add contacts, set credit limits, track transactions, and assign contacts to users.

Adding Suppliers & Customers

• Go to → Contacts → Suppliers or Customers
• Click on Add New Contact
• Select the contact type: Supplier, Customer, or Both
• Fill in the required details.
• Click More Information to enter additional details.

Key Fields in Contact Management

• Pay Terms – Set due dates in days or months to track pending payments.
• Customer Group – Categorize customers (Retail, Wholesale, etc.).
• Credit Limit – Set the maximum credit limit for a customer.
• Opening Balance – Add any previous balance from before using BillBook.
• Advance Balance – Record prepaid amounts from customers/suppliers.

Viewing Suppliers & Customers

• Go to Contacts → Suppliers/Customers
• Click the View button
• You will see full contact details and all transactions (Purchases & Sales)
• Use the Pay Due Amount button to clear outstanding balances.

Assigning Contacts to Users

You can assign contacts (customers & suppliers) to specific users by enabling contact assignment in the config and checking Assign to Specific Contact when adding a user.

Changing Default Customer Name

By default, BillBook uses Walk-in Customer for quick sales. You can change this name by editing the contacts table in the database.

Setting a Credit Limit for Customers

• Go to Contacts → Customers → Action → Edit → More Information → Credit Limit
• Enter the credit limit amount.

Credit Limit Rules:

• Credit Limit = 0 → The customer cannot buy on credit.
• Credit Limit = blank → No restrictions (unlimited credit).