People and payments · Parties

Every customer and supplier, one record each.

Parties holds the people side of the business. Each customer and supplier has a record with contact details, the transactions between you, the payments made and any amount still due.

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Customers talking with staff across a shop counter
Customers and suppliers are both parties, each with a full history.

What Parties does

Customers and suppliers in one place.

Organise all your customers and suppliers in one place with contact details, payment history, due amounts, and transaction records to build stronger business relationships.

  1. 01

    Customer and supplier records

    Contact details and transaction records for everyone you trade with.

  2. 02

    Payment history and due amounts

    Payments made and amounts still outstanding.

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Contact details, transactions and payments on one record.

How you use it

  1. Add the party with its contact details.
  2. Record sales or purchases against the party as they happen.
  3. Open the party to see the full relationship.

01 · Customer and supplier records

Who they are and what has passed between you.

A party record starts with contact details and grows with every transaction. Sales are recorded against customers, purchases against suppliers, and a business that is both stays a single record.

Contact details

Phone, address and the details you need to reach someone about an order, a delivery or a payment.

Transaction records

Every sale to a customer and every purchase from a supplier, listed against the party.

Customers and suppliers together

One module for both, so relationships are managed the same way whichever direction the goods flow.

Shopkeeper standing in his store
The due amount on a party is always the live figure.

How you use it

  1. Record payments as they are received or made.
  2. Check the due amount on the party.
  3. Follow up from the Due List when something falls due.

02 · Payment history and due amounts

Paid, and still to pay.

Each party carries its payment history and its current due amount: the difference between what was transacted and what has been paid. The same amounts are collected across all parties in the Due List.

Payment history

Every payment received from a customer or made to a supplier, with its date.

Due amounts

The outstanding figure for each party, updated as transactions and payments are recorded.

Feeds the Due List

Outstanding amounts from every party appear together in the Due List with deadlines and reminders.

Questions

Common questions.

Straight answers about Parties, based on what the module does.

What is a party?

A customer or a supplier. Each party record holds contact details, transaction records, payment history and the amount currently due.

Can one business be both a customer and a supplier?

Yes. Parties covers both, so a business you buy from and sell to is kept as one record.

Where do due amounts come from?

From the transactions recorded against a party minus the payments recorded. The Due List gathers all of them. Read about the Due List.

Can I see a supplier's purchase history?

Yes. Purchases are linked to the supplier party and appear in its transaction records.

Works with

Start with Parties. The rest is already connected.

Create your account, add your products and run the day from one platform.

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