What should i do if my customer and vendor are same?

General
1

If your customer and vendor are the same, in Swipe you can link them to manage ledgers efficiently:

  • Go to the Vendors section on the web platform.
  • Select the vendor you want to link with a customer and click “Edit.”
  • Use the option to link the customer to the vendor to consolidate ledgers.
  • This helps show transactions in a single ledger instead of separate ones.

Why this matters:

  • Simplifies account reconciliation.
  • Prevents errors due to separate entries for the same entity.
  • Saves time during audits or GST filing.

For step-by-step help, refer to these guides:

  1. :laptop: How to link Customers with Vendors on web
  2. :mobile_phone: How to link Customers with Vendors on mobile

This will help you manage your accounts seamlessly!