We want to add certain organisations as both Customers and Suppliers and we both buy from and sell to these organisations - how can we achieve this, as when we try to add a customer record for someone who is already set up as a supplier, the program won't allow us to.

Your urgent reply to this query would be appreciated.

Many thanks.

Hi Ann & Jon,

The simplest solution is to only create a customer account. When you buy from this customer, create a Credit Note (instead of a purchase invoice) then allocate the credit to an outstanding invoice as described here:
http://www.solaraccounts.co.uk/help/how-to-allocate-a-credit-note.php

I hope this makes sense - please let me know if you need more information.

Hi Anne & Jon,

I forgot to mention the opposite procedure is also possible: When you sell to a supplier create a purchase credit note (instead of a sales invoice).

Regards,