Customers & suppliers

Master data for parties.

What should I save for each customer or supplier?

Customer or party edit form with name, address, and GST fields
Keep legal name, address, GSTIN (when needed), and contact details up to date for correct PDFs and ledger.

Why keep suppliers updated?

Supplier records are used for purchases and for tracking what you owe. Good master data keeps PDFs correct and ledger balances clear.

← All help topics