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A Party is anyone you buy from or sell to — customers and suppliers live in one shared list rather than two separate ones, because the same business can be both (e.g. a supplier who’s also a walk-in customer). Two checkboxes — Is Customer and Is Supplier — control which document types a party can be used on: a Sales Invoice requires the party be a customer, a Purchase Order requires the party be a supplier.
Parties list showing customers and suppliers with role badges

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Party Fields

A party can be both a customer and a supplier — turn both checkboxes on. Their outstanding receivable and payable balances are tracked independently.

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The Outstanding panel

Every party’s edit page shows a read-only Outstanding panel — total amount this party owes you (receivable, if they’re a customer) and total you owe them (payable, if they’re a supplier). This updates automatically as invoices and payments are recorded; you never edit it directly.

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Create a Party

1

Go to Retail → Parties

Under Retail — Masters.
2

Click New Party

Enter a Code and Name.
3

Set the role

Turn on Is Customer, Is Supplier, or both.
4

Fill in the rest (optional)

Contact info, payment terms, credit limit — all optional, add later if needed.
5

Save

The party is now selectable on any matching document type.

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Frequently Asked Questions

Check that Is Supplier is enabled on that party. Only parties marked as a supplier appear in the Purchase Order/Invoice party picker.
The Payment form’s allocation picker lists that party’s submitted, unpaid invoices to allocate against — see Payments.
Yes — see Importing Data. Note the CSV import currently covers the core fields (code, name, role, contact info, terms) — addresses are entered via the party’s edit page after import.

Purchase Orders

Buy from a supplier party

Sales Invoices

Sell to a customer party

Payments

Settle a party’s outstanding balance

Overview

Back to the module overview