Documentation

Customers and suppliers

Keep a record of who you sell to and buy from, and use their ledgers to chase what you are owed and track what you owe.

Last updated 2026-07-05

Customers and suppliers

Customers are the people and businesses you sell to. Suppliers are the ones you buy from. PoultryDesk keeps a record of each, and a running ledger for every one, so you always know where you stand.

Adding a partner

Open Partners to see your customers and suppliers. You can add a customer or supplier ahead of time, or create one on the fly while recording a sale or an expense - whichever is quicker in the moment.

For a quick over-the-counter sale where you do not need a named record, mark the sale as a walk-in instead of creating a customer.

The customer ledger

Every customer has a ledger that adds up their sales and subtracts their payments, leaving a running balance. Open a customer to see:

  • Their sales and the invoices raised for them.
  • The payments they have made.
  • Their outstanding balance - what they still owe you.

Use the ledger to chase debts. A customer with a growing balance is one to follow up.

The supplier ledger

Every supplier has a ledger too, adding up what you have bought and subtracting what you have paid, leaving what you still owe. Open a supplier to see their expenses, your payments, and the outstanding payable.

When you pay a supplier, PoultryDesk records the payment. At this stage it records the payment for your books; it does not move the money for you - you still pay through your own bank or mobile-money app.

See also