A party is anyone you deal with — a Customer you bill, a Vendor you buy from, or Both. Saving a party once means their details are filled in for you on every invoice and bill.
Open the Parties screen
Click Parties in the sidebar. Each row shows Name, Type, GSTIN, State, Phone and Outstanding. Search by name, GSTIN or phone, and use the Customers · Vendors · Both buttons to filter.
Add a party
- Click New party (or press Ctrl+N).
- Enter the Name.
- Choose the type: Customer, Vendor or Both.
- Enter the GSTIN if they are GST-registered. Leave it blank for an unregistered (B2C) party. Typing a GSTIN fills in the State for you — see GSTIN and place of supply.
- Set the State (place of supply) if it was not filled in from the GSTIN. This decides how tax is split on their bills.
- Add Phone, Email and Billing / Shipping addresses as needed.
- Optionally put them in a Group (see Party groups).
- Click Add party.
Opening balance
If a party already owed you money (or you owed them) before you started using Yojika, enter it as the Opening balance:
- To receive — they owe you.
- To pay — you owe them.
This becomes the starting point of their statement.
Credit limit
Set an optional Credit limit to keep track of how much credit you are happy to give a customer. Leave it blank for no limit, or set ₹0 to block all credit. Their statement flags them when the outstanding amount goes over the limit.
Edit or remove a party
Click a row to edit it, then Save. To remove someone, hover their row and click Delete. If they appear on past invoices, Yojika cannot delete them — you can Hide from list instead, which keeps old records intact. If they have an open balance, Yojika warns you before hiding them.