Linking a customer and vendor

4 Min.

The Associations module also caters for situations when a customer is also a vendor for your company. When you apply entries that are related to both the customer account and vendor account, the Customer/Vendor Link feature can simplify your processes greatly.

Set up a Customer/Vendor Link

Navigate to the Customer/Vendor Link list page.

View the existing links for customers and vendors, or use the New action to simply create a new link. Related data about balances and net change will automatically be displayed on the Customer/Vendor Link Card.

View open entries for linked customer and vendor

The Customer/Vendor Link feature also includes a handy open entries report

Navigate to the Customers page, where you can see the extra columns for Association Number and Linked Vendors.

From the Continia Finance menu, use the Customer – Open Entries action.

Customers list Customer open entries action

In the Customer – Open Entries page, enable the option to Include Vendors.

Customer Open Entries Include Vendors enable

Then simply use the options for Send to…, Print or Preview.

The Customer - Open Ledger Entries report will show the open customer entries, followed by the open vendor entries, and include totals for each as well as combined.

Customer Vendor link Open ledger entries report

Note

The same open ledger entries report functionality is available from the Vendors page. From the Continia Finance menu, choose the Vendors – Open Entries action. Then enable the option for Include Customers.

Apply entries for a linked customer and vendor

From the apply customer entries page, you can apply entries to linked customers and vendors using a single Applies-to ID.

Set the Applies-to ID for the relevant entries, then choose the Apply Linked Vendor action to work with the entries for the linked vendor.

Apply customer entries apply linked vendor action

As you set the applied-to ID for vendor entries, the Balance amounts for the vendor, customer and combined balance amounts will display.

Note

If you are also using Continia Banking to process payment files or direct debit files for customer or vendor associations, then the Payment Suggestion page includes an additional Customer Vendor Linking option. This allows you to use the customer/vendor links set up in Continia Finance when processing payments.

Scenario

Ester at Cronus needs to set up a customer and vendor account that is linked to the same business. This will help her apply entries for both the customer and vendor account in a single process.

She needs to:

Create a linked customer and vendor
Apply a payment to entries for a linked customer and vendor

More resources

Linking customers and vendors (Continia Docs article)