Customers and suppliers in one place, with their balances
Everyone you buy from or sell to is a party. Switch on the party types you use, keep their details and terms, and open any party's history of transactions.
Parties · balances
- Customers owe you
- Rs 15,055.00
- You owe suppliers
- Rs 69,505.00
In short
Parties holds your customers, suppliers and the other people you deal with, each with contact details, tax number, payment terms, credit limit and opening balance. The list shows each party's balance, and Party History lists every transaction with export to Excel or PDF.
The problem it solves
Customer numbers in a phone, supplier dues in a notebook and staff details in a spreadsheet never add up to one answer about who owes what.
How it works
4 steps, start to finish
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1
Choose your party types
In Party Type Settings, switch on Customers, Suppliers, Employees, Contractors, Vendors or Distributors.
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2
Add a party
Name, contact person, phone, email, tax number, addresses, payment terms, credit limit and opening balance.
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3
Trade as usual
Sales and purchase orders attach to the party, and its balance follows.
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4
Open the history
Party History lists every transaction, ready to export to Excel or PDF.
In detail
What parties does for you
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Six party types
Customers, suppliers and employees on by default; contractors, vendors and distributors when you need them.
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Balance on the list
Balance, total cash flow and activity for each party at a glance.
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Terms and limits
Payment terms and a credit limit per party.
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More than one address
Keep every address a party uses on the one record.
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Export
Party History to Excel or PDF, plus a party statement report.
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You choose from six types and switch on the ones your business uses. Turning off a type that still has records asks you first.
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Each party can carry a credit limit and payment terms, set on the party itself.
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Yes. Over MCP an assistant can add a customer. Phone numbers, emails and addresses are withheld from assistant reads as personal data.
Parties · Free to start
Try parties on your own business
Set up in a couple of minutes. Your catalogue, orders and books stay yours to export.
- Live in 2 minutes
- Free to start
- No credit card
