How to add client & supplier?
Quick Summary
All business contacts are managed in one place.
What Is This Feature
What It Is
All business contacts are managed in one place.
- Clients – People or businesses that receive invoices for sales.
- Suppliers – People or businesses from whom purchases are made.
Once a contact is added, it can be selected instantly while creating invoices or purchases, without entering details again.
When To Use This Feature
When & Who Use it
This feature is useful for businesses that regularly deal with the same clients or suppliers.
- Contacts can be added in advance, or
- Created instantly while making an invoice or purchase.
Step-by-Step Flow
🔁 Flow
- Tap the hamburger menu (☰) (three lines, top-left) on the dashboard.
- Select Client / Supplier.
- To add a client,click on the Add Client and fill the details and save.
- To add a supplier, switch to the Supplier tab and follow the same steps.
Fields Explanation
Key Fields
| Field | What It Means |
|---|---|
| Opening Balance | Choose whether the business needs to receive money from the client or if it needs to pay money to the client. - To Receive: The client owes money to the business. - To Give: The business owes money to the client. |
| GST Number (GSTIN)/ Tax ID | Enter your business tax identification number (e.g., GSTIN, VAT, or TIN) |
Optional Settings
Optional Sub-Features:
Transaction history- It shows the sales and payment that were recorded in a table format. User can select the transaction by tapping the rows that he wants to refer to and add changes if necessary
Credit limit: Up to what limit would you allow the client to obtain credit from you against invoices. The customer insight records and shows for each client to remind you if the client has crossed the threshold limit that you have set for the client
Export Client/Supplier List to Excel: -
You can easily download your Client/Supplier list using the Export Excel option.
Batch Upload:
Easily upload multiple clients at once using the Batch Upload feature—simply select the Client option, download the template, fill in client details, and upload the file to add them in bulk.
Interaction With Other Features
Interaction with other features - dependency , side effects
Alternate Terms
Alternate Terms
| App Term | Also Known As |
|---|---|
| Client | Customer, Buyer, Party, Consumer, Account |
| Supplier | Vendor, Seller, Creditor, Distributor, Wholesaler |
| Client/Supplier List | Party Master, Contact Book, Ledger, Account Directory |
| Opening Balance | Carried Forward Balance, Prior Balance, Outstanding Balance |