Customers and suppliers

Yes. A contact can have customer and supplier roles while keeping one shared identity. Activate the role you need for sales or purchases.

Search by tax ID first to avoid duplicating a business. Review billing details and the terms of each relationship before creating documents.

Check the selected company and confirm the contact has an active supplier role. A full purchase invoice needs a valid supplier.

Deactivating the role prevents new purchases but does not hide historical documents. Reactivate it if the business relationship continues.

No. Issuance preserves a snapshot of recipient and issuer details. Editing the contact prepares future documents without rewriting issued invoices.

If an issued invoice contains the error, review that invoice and use the appropriate correction procedure.

Prepare a CSV sample and review tax identifiers, countries and roles before importing the full directory. Compare existing contacts by tax ID and name.

When moving from another application, our team can help review files and migration scope. Keep the source history until you have checked the results.