Sales & CRM
Customers (Parties)
A single Party master for customers and suppliers holding firm name, contact, GSTIN, address, bank and credit terms. GST auto-derives the state; the same record auto-fills into quotes, invoices, purchases and payments.
What it does
A single Party master for customers and suppliers holding firm name, contact, GSTIN, address, bank and credit terms. GST auto-derives the state; the same record auto-fills into quotes, invoices, purchases and payments.
Why it matters
Enter a business once and it is reused everywhere — no duplicate data, no re-typing, consistent GST and billing details on every document.
How it works
- Add a party (or it is created from a won lead)
- GSTIN auto-fills state and tax treatment
- Select the party on any document — details auto-fill
- See the party's full transaction and outstanding history
Related features
See it in your own business
Full access for 7 days for ₹99. Subscribe to an annual, 3-year or one-time plan afterwards and get 1 month free.