Hi Mobibooks,

Thanks so much for taking the time to share your insight on this situation! Knowing how to set up the customer and supplier profiles is important, but it's also good to know how to handle transactions that might cross over one another. Making a note in the memo when entering transactions as you've mentioned is also a good idea.

I just wanted to take a moment to also highlight this article, which also goes over dealing with the exchange of goods and services with people who are customers as well as suppliers: Record a barter transaction. When this thread was originally started, this article wasn't around. It doesn't cover credits, however I do hope that users in this situation might find this useful.

Thanks again for stopping by this thread.