Add customers and suppliers

A party is anyone you bill or buy from. Get the state and GSTIN right once and every invoice picks up the correct tax split.

Add a party

1. Go to Sales > Parties and tap Add Party. A window titled Add New Party opens.
2. Type the Party Name (required).
3. Choose the Type: Customer, Supplier or Both.
4. If the party is GST registered, type the GSTIN. The app checks the format and tells you if it is invalid. Leave it empty for an unregistered party. Add the PAN if you want it (format AAAAA0000A).
5. Choose the GST Type, then fill Phone, Email, Address Line 1, Address Line 2, City, State and Pincode.
6. Money fields: Opening Balance (₹), Credit Limit (₹) and Payment Terms (days). Set them if you sell on credit.
7. Optional: pick a Price list (the default is Standard rates), and the TDS fields if TDS applies.
8. Tap Create. To change a party later, open it and tap Update.

What you see next: the party appears in the list. If a similar name already exists, a Possible duplicate notice asks whether to keep going.

Why State matters

The party's state decides the tax split on an invoice: same state gives CGST + SGST, a different state gives IGST. If the GSTIN's state code does not match the State you chose, the app shows a State mismatch warning. Fix it before billing.