Gee Ledger

Clients & Suppliers

The people and companies you do business with — your clients (customers) and your suppliers (vendors). Link them to transactions to track who you are dealing with. Each one can have multiple contact persons.

Behind the scenes these are stored as parties, which is why the address bar reads /parties. One record can be a client, a supplier, or both, and “party” is the word that covers all three.

Adding a Client or Supplier

  1. Open Clients & Suppliers under Resources in the sidebar
  2. Click Add
  3. Fill in the details:
    • Name — Company or individual name (required)
    • Email — Primary email address
    • Phone — Primary phone number
    • Address — Mailing address
    • Tax ID — Tax identification number
    • Default Currency — Preferred currency
    • Role — Mark as Client, Supplier, or both
  4. Click Create

Client vs Supplier

  • Client — Someone who pays you (linked to income transactions)
  • Supplier — Someone you pay (linked to expense transactions)
  • A single record can be both a client and a supplier

Use the tabs at the top of the list to filter by role: All, Clients, or Suppliers.

How Much Business Each Has Done

Every row shows what that client or supplier has actually done with you, so the list answers the question you opened it with instead of making you open each one in turn:

Northgate Cafe          Client
orders@northgate.example
1 order

Riverside Wholesale     Supplier
6 purchases
  • orders — income documents they bought under
  • purchases — expense documents you bought under from them

A record that is both a client and a supplier shows both counts.

A credit note is not another order. Crediting an invoice reduces what was earned, and reports treat it that way — but it is not a second occasion of buying, so it is not counted here.

Nothing is shown until there is something to show. A row claiming “0 orders” about somebody added this morning says less than a row that stays quiet.

Contact Persons

Each client or supplier can have multiple contact persons — the people you interact with at that company or organization.

To add a contact person:

  1. Open their detail page
  2. In the Contact Persons section, click Add
  3. Fill in:
    • Name — Contact person’s name (required)
    • Title — Job title or role (e.g., “Accounts Payable”)
    • Email — Direct email
    • Phone — Direct phone number
    • Primary — Toggle to mark as the main contact person
  4. Click Add to save

Edit or delete contact persons using the pencil and trash icons that appear on hover.

The Detail Page

Click any row to view:

  • Their information, editable inline
  • Contact Persons — Manage the people you deal with there
  • Transaction stats — Total income, expenses, products, quotes, and projects
  • Recent Transactions — Quick view of the latest linked transactions
  • Statement — Generate a formal statement showing the running balance (Pro plan)

Linking to Transactions

When creating or editing a transaction, quote, or project, pick from the Client or Supplier field. The list is searchable by name, email or phone number, and if they are not on it yet you can type the name and choose Create ”…” without leaving the form.

Related