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v2026
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Getting Started
Quick Start Installation Migration Sales Cycle Purchase Cycle
Transactions
Sales Invoices Credit Notes Purchase Invoices Debit Notes Payments Receipts Journal Entries Contra Entries Bank Reconciliation
Inventory
Sales Orders Purchase Orders Delivery Notes (GDN) Receipt Notes (GRN) Inventory Adjustments Inventory Transfers Manufacturing Stock Opname
Reports
All Reports
Fixed Assets
Fixed & Intangible Assets
Master Data
Parties Items & Categories Chart of Accounts Other Master Data
Settings
Business Settings Staff Permissions Voucher Numbers Period Locks Audit Trail Email Settings Customer Portal Opening Balances
Developer
REST API Verify Download
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Docs Master Data Parties

Parties

Manage customers, suppliers, and parties that are both — including their contact details, tax numbers, and payment terms.

List View

Go to Parties from the Administration hub or main navigation. Stat cards show Total, Customers, Suppliers, and Active parties.

Column Description
Name Party name
Type Customer / Supplier / Both
Tax Number Tax registration number
Phone Contact phone
Email Contact email
Payment Term Default payment terms
Status Active / Inactive

Filter by Type (All, Customer, Supplier, Both) or check Show Inactive to include inactive parties.

Creating a Party

Click New Party and fill in:

Field Description
Name Full legal name (required)
Type Customer, Supplier, or Both (required)
Tax Number Tax registration number
Phone Contact phone
Email Contact email
Payment Term Default payment terms (e.g. Net 30)

Click Save to create the party.

Notes

  • Setting a party as Both allows it to appear as a customer on sales documents and as a supplier on purchase documents.
  • Inactive parties cannot be selected on new transactions.