Customers
Customers → New customer. Name is required; everything else earns its place:
·Email — where invoices go. Additional emails copies everyone else who should see them.
·Phone — needed for texting invoices and for the assistant to recognise them when they call.
·Billing address — appears on the invoice.
·Tax ID — for jurisdictions that require it on the document.
Their profile page collects everything about them in one place: invoices, estimates, contracts, projects and upcoming appointments.
Suppliers
Vendors → New vendor. Same shape, plus 1099 — tick it for US contractors you will have to report at year end. It is what makes the 1099 report find them.
Making one inactive
Neither can be deleted once they have documents. Inactive takes them out of the pickers and leaves the history intact.