A party is a customer or a supplier. You sell to customers, and you buy from suppliers. A party can also be both a customer and a supplier.
A Books User can create, edit, and delete parties. You cannot delete a party that a document uses. See Roles and Permissions.
Party Lists
| List | Sidebar | Shows the Parties With the Role | A New Party Gets the Role |
|---|---|---|---|
| Customers | Sales > Customers | Customer or Both | Customer |
| Suppliers | Purchases > Suppliers | Supplier or Both | Supplier |
| Party | Common > Party | All roles | Both |
The Outstanding Amount column shows the unpaid total of the submitted invoices, in the company currency. For a party with the role Both, it is the sales total minus the purchase total.
Create a Party
- Click Sales > Customers in the sidebar. For a supplier, click Purchases > Suppliers.
- Click New.
- Enter the Name. You cannot change it after you save.
- Optional: Enter the Email, the Phone, and the address.
- Click Save.
On the phone dashboard, you can also tap the + button in the header, and then tap Customer.
You can also type a new name in the Customer or Supplier field of an invoice and click Create. To make a customer from a lead, see Lead.
Role
A Customer can be on sales quotes and sales invoices. A Supplier can be on purchase invoices. Both can be on all of them. If an invoice has a party with the wrong role, Frappe Books does not save the invoice.
You can change the role after you save. Frappe Books then clears the Default Account, and fills the account of the new role when you save.
Party Fields
| Field | Description |
|---|---|
| Default Account | The receivable account of a customer or the payable account of a supplier. Invoices take their Account from it. If it is empty, Frappe Books fills Debtors or Creditors when you save, if your chart of accounts has them. |
| Currency | The currency of the invoices of the party. The default is the company currency. See Multi Currency Invoicing. |
| Tax ID | The tax number of the party. It does not show for a company in India. |
| Loyalty Program | The loyalty program of a customer. Shows only when loyalty programs are on. See Loyalty Program. |
| Loyalty Points | Read only. The points that the customer can use now. |
A party with the role Both does not get a default account. You can select a receivable or a payable account. Frappe Books uses it only on the invoices that need that type of account.
For a company in India, the Billing section has GST Registration instead of Tax ID. For Registered Regular, the GSTIN No. is required and must be a valid 15-character GSTIN. It shows on printed invoices.
Add an Address
- Open the party.
- Click Address, and then click Create.
- Enter Address Line 1 and City / Town, and select the Country.
- Click Save.
- Click Save in the party form.
The address shows on printed invoices. To edit an address later, search for Address in Quick Search. For a company in India, select the State from the list. Frappe Books fills the Place of Supply from it.
Party Actions
The … button in the page header has these actions:
- Create sale and View sales: Open a new sales invoice, or the sales invoices of the party. They show for Customer and Both.
- Create purchase and View purchases: The same for purchase invoices. They show for Supplier and Both.
- Delete: You cannot delete a party that a document uses.
View > General Ledger opens the General Ledger with the entries of the party. The link icon in the page header shows the linked invoices and payments. On a phone, all these actions are in the … menu in the header.