Add a customer, supplier or a party that does both
Keep one account for a business you sell to and buy from.
Reviewed 9 October 2026
WHERE TO GO
Parties → Add Party
Step by step
Choose Add Party.
Enter Party Name and choose Customer, Supplier or Both.
Add the contact name, phone, city and shop address you need.
If there is an opening balance, enter the positive amount and select To Receive or To Pay.
Save, then find the party in the directory and check its classification and balance.
What to check
- The party can be selected in the relevant business screens.
Things to know
- Do not create separate duplicate records just because the same party buys and supplies.
- Cash and bank accounts belong in Money or Advanced Accounting, not the party directory.