Customer & Party Management
Manage All Your Customers
& Suppliers in One Place
Know who owes you, who you owe, and keep a full record of every transaction — automatically.
Complete Party Ledger
Every sale, purchase and payment is recorded against the party so you always have an accurate running balance.
- Add unlimited customers and suppliers
- View complete transaction history per party
- Track outstanding dues and credit balances
- Set credit limits and payment terms
- Download party-wise ledger as PDF
- Bulk import customers from Excel
Party Profiles
Store name, GST, phone, address
Live Ledger
Real-time debit & credit tracking
Payment Reminders
Send reminders via WhatsApp
Export Data
Download reports in PDF & Excel
What’s New in Party Management
The party page now shows exactly where you stand with every customer and supplier — and gets you to the next action in one click.
Balance, Credit & Business Summary on One Page
Open any party to see their current balance, advance (on-account) amount, credit period and credit limit, followed by a business summary of sales, purchases, returns and outstanding amounts — each with a tooltip that explains it.
- Receive Payment / Pay, Statement, New Sale and Purchase buttons on top
- Advance balance used automatically on the next bill or payment
- Tabs for every document type, transactions and wallet
- Copy a party to create a similar one quickly
Old Dues (Opening Balance)
Enter old dues while creating a party; they show on the party view and in the balance.
Party-Type Prices
Customer-specific or cash/credit pricing applied automatically when the party is chosen on a bill.
Party Internal Notes
Keep private notes on a party that never print on documents.
Clearer Transactions Tab
Invoice date and payment creation date shown side by side.
Faster Party Search
Search responds as you type, without slowing down on large party lists.
Party Outstanding Report
New party column and corrected usage counts in the Party Outstanding report.
Start Managing Your Parties for Free
No credit card. No installation. Add unlimited customers and suppliers today.
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