The Parties Module in Easy Khata helps you manage your customers and suppliers from one centralized dashboard. Whether it’s a buyer or vendor, you can track all interactions, balances, credit limits, and payment history — simplifying your financial relationships and reporting.
Why You Should Use the Parties Module
Purpose
- Save and manage all customer and supplier data in one place
- Track dues, advances, credit limits, and payment status
- Automatically link parties with invoices, orders, and transactions
- Reach out via WhatsApp, SMS, or call directly from the app
- Get a full view of ledgers, reports, and party-wise balances
Key Features
- Party Types – Add as Customer, Supplier, or Both
- Contact & GST Info – Save mobile, email, GSTIN, and full address
- Opening Balance – Reflect dues/payments at account start
- Credit Limit – Set max outstanding allowed per party
- Auto-Linking – Transactions auto-link to the party account
- Ledger View – Full credit/debit and balance visibility
- Reports – Analyze outstanding, aging, and summary reports
- Communication Tools – Send reminders or invoices directly
Step-by-Step Instructions
A. Add a New Party
- Navigate to Parties > Customers or Suppliers
- Tap Add Party
- Fill in party name, mobile, GSTIN (if available)
- Select party type: Customer, Supplier, or Both
- Add address, opening balance, and credit limit
- Tap Save
B. Edit or Delete a Party
- Open the party profile from the list
- Tap the three-dot menu
- Select Edit to update details or Delete to remove
C. Use Party in Transactions
- While creating an invoice, order, or payment
- Select the party name — all linked records auto-update
D. View Ledger & Reports
- Tap any party to view their profile
- Scroll down to see ledger and transaction history
- Filter by type, date, or balance
- Export or share as PDF/Excel from the top menu
Best Practices
- Fill in full contact and GST details for compliance and communication
- Use opening balances to accurately reflect outstanding at the start
- Set and monitor credit limits for better control
- Use party tags or groups for targeted messaging
- Use WhatsApp/SMS integration to send reminders or invoice links
Conclusion
Managing your customers and suppliers has never been easier. The Parties Module gives you full visibility into each account — helping you stay organized, on track, and in control of your receivables and payables.
Call to Action
Start adding your parties now and unlock smarter billing, tracking, and communication!