Add customer or supplier

Good party records make invoices, ledgers, and GST work easier later.

  1. Open Parties and choose whether the record is a customer, supplier, or both.
  2. Enter the party name and phone number first.
  3. Add address, state, and GSTIN if you have them.
  4. Check spellings before save so you do not create the same party twice.
  5. Save the party and search once to make sure it is easy to find.
  6. Use the same saved party in future documents instead of typing the details again.

Tip: Use the business name people already know so staff can search it quickly.

Important: Do not create a second party with a slightly different spelling for the same customer or supplier.

One clean party record is better than many similar duplicate records.

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