Customers & Suppliers
Updated 31 October 2026
Customers and suppliers are both accounts, the standard Salesforce object for the organisations you deal with. Open them from the Accounts tab in the Aedon.Sales, Aedon.Purchases or Aedon.Admin app.
Each account has four tabs(1): Details, Transactions, Product Defaults and External Bank Accounts.
Mandatory information
- Account Type(2): Customer for organisations you sell to, or Supplier for those you buy from.
- Company: the company in Aedon.Accounting that trades with this account.
- Preferred Currency: the currency you trade in with this account.
- Tax Treatment: decides which VAT codes apply, for example for UK or overseas accounts.
- Billing Address: printed on your sales documents.
You can also add an Account Number, a Description and a Parent Account to link related accounts in a hierarchy.
Financial information
The Financial Information section(3) holds the defaults used on new sales and purchase transactions. You can change them on each transaction.
| Field | What it does |
|---|---|
| Credit Method and Credit Period | The account’s credit terms, used to work out the due date of new invoices: the credit period in days, counted from the invoice date or from the end of the invoice’s month. See Credit Terms and Invoice Due Dates. |
| Credit Limit | The most the account should owe. The Credit Status shows whether the account is within its limit. |
| Discount | A percentage that reduces the unit price on new transaction lines. |
| Payment Method | How the account normally pays or is paid, shown on transactions. |
| Payment Message | A message printed on this account’s invoice and credit note PDFs. |
| VAT Registration Number and Tax Country | The account’s VAT details. |
Other tabs
- Transactions: your trading history with the account. Use the filters to choose the dates and transaction types.
- Product Defaults: products added automatically to new invoices for this account. See Customer & Supplier Default Products.
- External Bank Accounts: the account’s bank details, used for payments and collections.
Report by account details
The Account Type, Account Owner, Account Industry and Account Region are recorded on every ledger entry, so you can report on them without using an analysis code. See Ledger Entries Explained.
When you need two accounts
Each account has one Account Type, one currency and one company. Create a separate account, and link the two with Parent Account, when an organisation:
- is both a customer and a supplier
- trades with you in two currencies
- trades with more than one of your companies
Related articles
Adding a Company Logo to Aedon
Adding New Users to Salesforce
Aedon Home Page
Assigning Role Based User Security
Budget Layers
Companies
