Parties & CRM

The /parties page shows all your business contacts with:

• Search — Filter by name, GSTIN, phone, or email
• Type filter — All / Customer / Vendor / Both
• Columns — Name, Type (color-coded badge), GSTIN, Phone, Opening Balance
• Click to view — Opens detailed party profile
• + New Party — Button to create

Click + New Party to open the creation form. Fields:

• Name (required) — Business/trading name (must be unique per company)
• Type — Customer, Vendor, or Both
• GSTIN — Enter the 15-character GSTIN and click the lookup button to auto-fill details from the GST portal
• PAN — Auto-derived from GSTIN (characters 3-12) or entered manually
• Email / Phone — Primary contact
• Payment Terms — NET (days from invoice), DUE_ON (specific day of month), or CUSTOM
• Credit Limit — Maximum outstanding balance allowed
• MSME — Number, category (Micro/Small/Medium), classification
• Opening Balance — Starting receivable/payable amount and type (Debit/Credit)

When you enter a valid GSTIN, Sally can look up the registration details from the GST portal:

• Trade name and legal name
• PAN number
• Registered address (auto-fills the address section)
• Registration status (Active/Cancelled/Suspended)
• Registration date

Results are cached so repeated lookups for the same GSTIN are instant.

Click any party to see their full profile at /parties/[id]:

Address Book

• Multiple addresses per party (Head Office, Warehouse, Branch, etc.)
• Each address: label, address line 1 & 2, city, state, pincode, country, GSTIN
• Default billing flag — used automatically on new invoices
• Default shipping flag — used for ship-to address
• Add/edit/remove addresses inline

Contacts

• Multiple contacts per party
• Fields: name, email, phone, mobile, designation, department
• Primary contact flag

Bank Accounts (for vendors)

• Account holder name, bank name, account number, IFSC, branch, UPI ID
• Default account flag for payment processing

Transaction History

• All invoices, payments, and voucher entries involving this party
• Current outstanding balance
• Aging breakdown (0-30, 31-60, 61-90, 90+ days)

Every party is backed by a ledger in the chart of accounts:

• Customer → Ledger in “Sundry Debtors” group (Asset nature)
• Vendor → Ledger in “Sundry Creditors” group (Liability nature)
• Both → Placed in whichever group the user chooses

When you create a party, the corresponding ledger is created automatically. Changes to the party name update the ledger name. Deleting a party soft-deletes both the party and its ledger.

Configure per-party payment terms that auto-calculate invoice due dates:

• NET X days — Due date = Invoice date + X days (e.g., NET 30)
• DUE ON day — Due on a specific day of the following month (e.g., 15th)
• CUSTOM — Manually set per invoice

Company-level settings for interest on overdue receivables:

• Interest rate (% p.a.) — Annual interest rate applied to overdue amounts
• Grace period (days) — Days after due date before interest starts accruing

Interest is calculated in the Outstanding / Aging reports.