One contact for every relationship
In GlassJar, one contact can be your customer, your vendor and your contractor at the same time. If you sell to a business and also buy from it, it stays one contact with one history. You do not need a duplicate record with a slightly different name.
Adding customers
Add a contact with their name, email and billing details. Mark them as a customer so they are available on invoices. You can add the vendor or contractor role to the same contact later.
Recording sales
You record sales on the same screen as every other transaction:
- If the customer pays later, send an invoice.
- If they pay on the spot, record the sale and the payment together.
Recording customer payments
When a payment arrives, record it against the invoices it covers. A single payment can cover more than one invoice. The customer’s open balance updates as soon as you save.
Customer history
Every invoice and payment for a contact sits on that contact. Because one contact holds every role, you also see what you have bought from them. That makes it easy to answer “where do we stand with them?”
