Customers and suppliers

Add a customer or supplier

1. Open Accounts and choose to create an account.
2. Enter the name and choose the account type.
3. Add the GSTIN, address and contact details the party has given you.
4. Save and find the account in the list.

Result: The party can now be selected on leads, orders, invoices, purchases and payments.

Import parties from Excel

1. Open Accounts and choose the bulk import option.
2. Upload your Excel sheet in the expected format.
3. Review the rows that were imported and fix any rows reported as failed.

Set an opening balance

1. Open the account and choose its opening balance action.
2. Enter the amount and whether it is a debit or credit, then save.

Add bank details for a party

1. Open Party Banks from the Bank menu.
2. Select the party, enter the holder name, account number, bank name and IFSC, and save.