Add a customer or supplier
Open Parties from the More menu, tap + New Party. Mark them as customer, supplier or both.
v2.0: The Add Party screen has been redesigned — it's smaller, faster and supports a quick contact-pick from your phone book.
Available fields
🏷️
Name & type
Customer, Supplier, or both.
📋
GSTIN & PAN
Auto-validated format. Printed on invoices.
📞
Phone & WhatsApp
One-tap call or WhatsApp from the party screen.
✉️
For invoice email share.
📍
Address
Bill-to address on invoices.
📷
Profile picture
Optional, helps in fast search.
Per-party history
Open any party to see three tabs:
- Invoices — all sells, with status
- Payments — all received & made
- Expenses — any cashbook entry linked to this party
Outstanding balance & sorting
The party list can be sorted by name, recent activity, or outstanding balance. Use the latter to chase pending payments.
Party statement export
Tap the share icon on any party detail screen to export a complete statement (date-wise, with running balance) as PDF or Excel — perfect to share with the customer.
One-tap contact
From the party screen:
- Call — opens dialer
- WhatsApp — opens chat with their number
- Send Invoice on WhatsApp — direct PDF share