Use the same party as customer and supplier
Keep buying, selling and claim activity under one party identity.
Reviewed 9 October 2026
WHERE TO GO
Parties → Select party → Edit
Step by step
Search for the existing party before adding a new one.
Open its edit form and set its classification to Both.
Save the change.
Select the same party when recording its purchases, sales or supplier claims.
Review its ledger rather than adding two separate opening balances.
What to check
- Activity remains attached to one party record.
Things to know
- Classification affects directory filtering. The same party can participate on either side of a claim workflow.
- The net balance alone does not replace checking the individual transactions.