Both the Supplier and Customer screens have a View button at the bottom of the screen that provides a list of relevant transactions and reports.

Quotes - (customers only) to access a list of Quotes, which may be pending. accepted or declined. From here you can change their status or convert an accepted quote into a sales invoice.

Invoices - A list of all entered invoices along with their current status (paid, unpaid etc.) with the ability print , delete or add new ones. The button at the end of each line will provide access to a number of useful options - the exact list will depend on the type and status of the invoice but may include:

Credit Notes - A list of credit notes along with similar options to the Invoice section.

Receivables (customers) or Payables - (suppliers) - A list of all customers or suppliers with aged balances.

Import - To take you directly to the import screen where existing supplier or customer details can be transferred from another system.