Yojika keeps a running balance for every party, so you always know who owes you and whom you owe. Open Parties and you get the whole picture on one screen: your parties on the left, and everything about the one you pick on the right.
Pick a party
Click any name in the list. The right side fills with that party’s details, and only theirs — nobody else’s bills appear there.
The list itself shows two things: the party’s Name and their Outstanding balance.
- Green — they owe you.
- Red — you owe them.
- A dash (—) means the balance is settled.
Use the search box to find a party by name, GSTIN or phone number, and the Customers · Vendors · Both buttons to narrow the list.
On a phone, or if you make the window narrow, the list fills the screen instead. Tap a party to see their details, and use the back arrow to return to the list.
What the totals mean
Above the transactions you get five figures:
- Total sales — what you sold this party.
- Total purchases — what you bought from them.
- Receivable — how much of your sales to them is still unpaid.
- Payable — how much of your purchases from them you still owe.
- Outstanding — where you stand overall, marked Dr when they owe you and Cr when you owe them.
Total sales and Total purchases follow the period you pick with the date buttons. Receivable, Payable and Outstanding do not — they always show the position as it stands today, so an old unpaid bill never disappears just because you were looking at last month.
If a party’s opening balance or an unapplied advance is part of the outstanding figure, a line under the totals says so.
The two tabs
Transactions lists every dealing with the party — sales, purchases, credit notes, debit notes, payments and advances together, newest first, with the Type, Number, Date, Total and how much of it is still open under Balance.
Statement is the same history as a proper account ledger: Date, Particulars, Debit, Credit and Balance, running from the Opening balance down to the Closing balance.
Both tabs follow the date buttons above them. All time is the starting choice, so you see everything; pick This month or the financial year to narrow it, or Custom… for your own dates.
Act on a transaction
Every row in Transactions has a ⋮ button at its right end. What it offers depends on the row:
- Open — see the bill itself. (On a payment row, this opens the bill the payment was made against.)
- Edit — on a purchase bill.
- Record payment — on a sale or purchase that still has money owing.
- Settle — on an advance that has not been applied to a bill yet.
- Delete — remove the bill or the payment. A deleted bill goes to the Recycle bin, and its number is not reused, so your numbering stays gap-free.
Export a statement
Click Export CSV to save the statement as a spreadsheet you can print or share — handy for sending a customer their account.
Advances and reminders
- On-account — record a payment that is not tied to a single bill (an advance). When a party has unsettled advances, the Statement tab shows them with a Settle button that applies the money across their open bills.
- Reminder — when a customer owes you, use Reminder to send them a payment reminder.
If a customer has a credit limit, their details flag when the outstanding amount goes over it.