Add a Party (Customer or Supplier)
Before you can create a sales or purchase invoice, you need to add the party (customer or supplier) to Stock Register. A party record stores the name, contact details, GST information, and opening balance. Once added, the party appears in dropdowns across the app — when creating invoices, recording payments, or generating reports. You can also add parties quickly during invoice creation itself if you are in a hurry.
Steps
- Navigate to Parties from the sidebar.
- Click the "+ Add Party" button.
- Enter the Party Name (required).
- Select party type: Customer or Supplier.
- Add Phone Number and Address (optional).
- For GST parties, enter GSTIN and State.
- Set Opening Balance if the party has a pre-existing balance.
- Assign a Party Category for easy filtering (e.g., Regular, Premium).
- Click "Save" to add the party.
Tip: You can add a party quickly during invoice creation itself — no need to go to the Parties section separately.
Common Questions
Opening Balance is the amount a party already owes you (or you owe them) when you start using Stock Register. For example, if a customer already owed you ₹5,000 before you began using the app, set that as their opening balance. This ensures your party balances are accurate from day one.
You need to select either Customer or Supplier when adding a party. If a party acts as both (for example, you buy from and sell to the same person), you can create two separate entries — one as Customer and one as Supplier — to keep transactions organized.
No, GSTIN is optional. You only need to enter it if the party is GST-registered and you want their GSTIN to appear on invoices. For small unregistered customers or suppliers, you can skip the GSTIN field and still create invoices normally.
Yes, Stock Register allows you to add a new party directly from the invoice creation screen. If you are in a hurry during billing, simply type a new party name and save it on the spot without navigating to the Parties section separately.
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