Help · Purchases

Suppliers in SwiftlyBooks

The businesses you buy from: their tax numbers, the days you have to pay, their currency and how to pay them.

Add a supplier

  1. Press New supplier.
  2. In Zimbabwe:Give their Name and TIN, as their invoices print them.
  3. In Zambia:Give their Name and TPIN, as their invoices print them.
  4. Set Days we have to pay, and Documents in to the currency their bills come in.
  5. Press Add supplier.

Change a supplier

  1. Press the supplier in the list, then Edit supplier.
  2. Change what you need, then press Save.

Tax clearanceIn Zimbabwe

  • The day their ITF263 runs out goes in Tax clearance (ITF263) runs to.
  • One that has run out shows in amber, so you can ask them for a new one.
  • With withholding tax on, payments to a supplier without a valid ITF263 have tax withheld, as the law says.

Withholding taxIn Zambia

  1. Under Withholding tax, choose Withheld: a resident or Withheld: a non-resident where the law says to withhold from them.

Good to know

  • Each of their bills falls due by Days we have to pay, counted from the bill's date.
  • How to pay them keeps their bank or mobile money details, shown as Pay to.
  • Import brings in many suppliers at once from a spreadsheet.

Related

The same help is in the app: press the ? at the top of any page.