Add a supplier

A supplier is a vendor you buy goods and equipment from. Adding suppliers lets you link your purchases to them and see a running statement of what you owe. This guide shows how.

The short version: go to Settings → Suppliers, tap Add supplier, enter a name, pick the businesses they serve, and tap Add supplier.

Add a supplier

Go to Settings → Suppliers.
Tap Add supplier.
Enter the Supplier name (required, 2–150 characters).
Choose the Businesses served (required — pick every business this supplier serves).
Optional: add a Contact person, Phone number(s), Email, Notes, and an

Address.

Tap Add supplier.

Field	Required?	Notes
Supplier name	Required	2–150 characters.
Businesses served	Required	Pick one or more — a supplier can serve several businesses.
Contact person	Optional	Who you deal with.
Phone number	Optional	A main number, plus an optional second one.
Email	Optional	A valid email address.
Notes	Optional	E.g. payment terms or delivery days.
Address	Optional	Country, city, street and so on.

The supplier statement

Open a supplier and tap View statement to see your account with them, per currency:

Total	What it means
Purchased	Everything you've bought from them.
Paid	Everything you've paid them.
Outstanding	The balance — You owe, In credit, or Settled.

Below the totals is a dated ledger of every Purchase and Payment with a running balance. Tap any row to see its details.

How purchases get there

You don't add purchases on the statement. They flow in automatically when you record a Cash out transaction on a project and link it to this supplier (see Track money on a project). The statement adds them up for you.

Record a payment

When you pay a supplier, tap Record payment on the statement and enter the Currency, Amount paid, Date, and an optional Note. The outstanding balance updates straight away.

Edit, deactivate, or delete a supplier

Open a supplier to:

Edit supplier — change any detail.
Deactivate supplier — hide a supplier you no longer use, keeping their history.

Activate them again any time.

Delete supplier — permanently remove a supplier that isn't tied to anything.

Tips

List every business a supplier serves so they're available wherever you record purchases.
Link purchases to the supplier when recording cash out — that's what keeps "what you owe"

accurate.

Record payments as you make them so the outstanding balance always reflects reality.