Add and find your customers and suppliers

Steps

1. 1

   Step 1: Open Parties

   Choose Parties in the menu. You see every customer and supplier with their GSTIN, city, outstanding amount and last transaction.
2. 2

   Step 2: Add a new party

   Choose Add party, then Add a customer in Smart Books or Add a supplier in Smart Books. Smart Books opens so the party is created once, with one balance, for every app.
3. 3

   Step 3: Find a party quickly

   Search by name, GSTIN, phone, email or city, or filter by Customers, Suppliers, Has an open balance or Has something overdue.
4. 4

   Step 4: Keep the list clean

   Use the duplicate check to spot two parties with the same GSTIN, phone, email or name.
5. 5

   Step 5: Open a party’s statement

   Open a party to see what they owe, their open bills and recent activity, and their full statement.