How to Add Parties in myBillBook

Written By Team Flobiz

Last updated Over 1 year ago

Feature Overview

Adding parties in myBillBook allows businesses to manage their customers and suppliers efficiently. Users can store party details, track transactions, and manage outstanding balances. This feature helps streamline invoicing and payment processes, ensuring better financial management.

Step-By-Step Instructions

Navigate to the Parties Section
- In the navigation bar, click on "Parties".
Create a New Party
- Click on the "Create Party" button.
Fill in Party Details
- Enter all the required details such as:
  - Party Name
  - Contact Number
  - GST Details (if applicable)
  - Address
  - Opening Balance (if any)
Save the Party
- After entering the details, click "Save".
- Your party will be successfully added to myBillBook.

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FAQs

Can I edit a party’s details after adding it?

you can edit party details anytime by navigating to the Parties section, selecting the party, and clicking on the Edit button.

Can I add multiple parties at once?

myBillBook allows bulk upload of parties using an Excel sheet. Navigate to Parties > Bulk Upload to add multiple parties.

Can I delete a party from myBillBook?

You cannot delete a party, but you can mark it as Inactive if you no longer want to use it.

How do I add a party’s GST details?

While creating or editing a party, you can enter their GSTIN in the designated field. The system will validate and save the details.

How do I track transactions with a party?

You can view all invoices, payments, and outstanding balances related to a party by clicking on their name under the Parties section.

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