Add a customer or supplier

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.

The Active · Inactive · All buttons decide who is listed. Active is the normal view, and the one you start on. Inactive shows only the parties you have hidden — see Tidy your list, or remove someone below.

Add a party

1. Click New party (or press Ctrl+N).
2. Enter the Name.
3. Choose the type: Customer, Vendor or Both.
4. 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.
5. Set the State (place of supply) if it was not filled in from the GSTIN. This decides how tax is split on their bills.
6. Add Phone, Email and Billing / Shipping addresses as needed.
7. Optionally put them in a Group (see Party groups).
8. 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 a party

On a wide window, double-click a row to open it for editing, or open its ⋮ menu and choose Edit. On a narrower window or a phone, the row’s actions show as icons on it directly — tap Edit there. Either way, you can also always open the detail pane and use its own Edit button. Change any detail and click Save.

Tidy your list, or remove someone

The ⋮ menu offers two different things, and it is worth knowing which one you want.

Hide from list — for a party you have finished with

Choose Hide from list when someone is cluttering your Parties screen: a customer who has moved away, a supplier you no longer buy from. Hiding is only about the list.

• They disappear from the Parties screen, and from the party picker when you start a new bill or a new reminder — so you stop scrolling past them, and you will not pick them by accident. If Cloud Sync is on, they disappear on your other devices too, so anyone billing at the counter will stop seeing them as well.
• Everything you already have keeps their name. Their old bills, your Invoices and Purchases lists, the Dashboard, Bulk Print and every report still show “Ramesh Traders”, and searching that name still finds those bills. Their statement is untouched.
• No figure moves. Their outstanding is what it was, and All-party balances still lists them by name for the same amount. Hiding does not shift a single rupee, on any screen.
• They still count as an existing party, so re-importing your parties.csv will not add a hidden party a second time. (A deleted party is different — see below.)
• It is reversible any time: switch the list to Inactive, open their ⋮ menu and choose Show in list. (The Active switch in their editor does the same thing.)

If they owe you money, Yojika shows you the amount before hiding them — not as a warning, just so you know the debt is still there and still theirs.

Delete — for a party you should not have

Choose Delete for a duplicate, a test entry, or someone added by mistake.

• They leave your Parties list for the Recycle bin, where you can Restore them or purge them for good. Restoring puts them back where you can see them. See Recycle bin.
• If they appear on any bill, Yojika will not delete them — that would break those records. It offers to hide them instead.
• If they have an open balance, Yojika warns you first, because deleting a party never writes their balance off. The money stays on your books and the All-party balances report keeps counting it — but on an anonymous Deleted parties line rather than under their name. To clear the balance properly, record a settlement, or correct their opening balance if the entry was a mistake.
• A deleted party is not matched when you re-import your parties.csv — they come back as a new party, and their opening balance is then counted twice. If you plan to re-import your list, hide instead of deleting, or purge them from the Recycle bin first.

In short: hide someone to tidy your screen, delete someone who should never have been there. If you want them off the list but still in your books by name, hiding is the one you want.