I’m unable to create a transaction for a contact. Why?
This might happen due to the contact type being wrongly specified. A contact can either be indicated as a vendor (sells goods or services to you), customer (buys goods or services from you) under the field Contact Type.
- Contacts marked as Customer can only be involved with sales orders, invoices and invoice payments. Bills and purchase orders cannot be created for them.
- Contacts marked as Vendor can only be involved with purchase orders, bills and bill payments. Other transactions cannot be started for these contacts.
A contact can be changed anytime from a vendor to a customer and vice-versa, by editing the Contact Type field in the Contact Details page.
Note: Contacts associated with transactions cannot be changed from one type to another. To do so, you have to delete those transactions and try again.