How to add a supplier in Quikpair

Create the record you will buy against.

Steps

1. Open Suppliers and tap Add Supplier.

   

   • 1 Add Supplier

2. Under Identity, enter the Supplier Name and the Registered / Trading Name if the legal name differs from what you call them.
3. Add the Tax Number if it has to appear on your paperwork.
4. Under Contact Information, add the phone number, email and address.
5. If money is already owed, set the Opening Balance Amount and its Direction — Payable (We Owe) or Receivable (They Owe) — with the Balance As of Date.

   

   • 1 SUPPLIER NAME
   • 2 OPENING BALANCE

6. Add Additional Notes, leave the supplier active, and save.

Good to know

• Payable is the usual direction: you owe them. Receivable means the supplier owes you, which happens after a return they have not settled.
• An inactive supplier stays on file with all its history but stops being offered when you raise a purchase.