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Add a customer or supplier from Parties → New Party with a name, phone number, and optional address and tax details. Once added, you can bill against them, track credit, and view their full transaction history.

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Understanding the fields

  • Name — the only required field. Shows on bills and in the Parties list.
  • Phone and Email — contact details, both optional.
  • Address — a general address. If you don’t fill in the separate billing/shipping addresses below, BillBasket falls back to this one wherever an address is needed, so a simple contact with a single address still works without extra typing.
  • Billing address and Shipping address — separate addresses for invoicing versus delivery. A “Use general for both” button copies the general address into both fields in one tap when they’re the same, so you don’t have to retype it.
  • Tax ID — the customer or supplier’s tax registration number (e.g. GSTIN), used on invoices where applicable.
  • Customer and Supplier — two independent switches; turn on either or both, since the same real-world contact can be both a customer and a supplier (common with resellers or partner shops). Turning a switch on reveals a settings section specific to that role:
    • When Customer is on:
      • Credit limit — the maximum outstanding balance you’ll let this customer carry before you’d stop extending further credit. See Credit accounts for how this is used day to day.
      • Default invoice series — the numbering series BillBasket automatically applies whenever this customer is picked on a fresh invoice. If the staff member billing also has their own default series set differently, BillBasket prompts them to pick one rather than silently choosing.
    • When Supplier is on:
      • Bank name and Bank account — payment details for this supplier, useful when recording purchase payments.
    • Turning a switch off hides its settings section, but at least one of Customer or Supplier must stay on — a party can’t be neither.

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See it on your device

The Add Party dialog with a name and phone number entered — phone is validated as you type (the green check confirms it’s a usable number). Address and Tax ID are left blank here since they’re optional; the Role switches are further down the form.
After saving, the new party shows up in the Parties list with a C role chip (Customer), her phone number, and a receivable balance of 0 since no invoice has been billed to her yet.

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Try it: Sharma Kirana Store

1

Open New Party

Meena Devi, a regular at Sharma Kirana Store, asks Rajesh Sharma if she can start an account instead of paying cash every time. Rajesh opens Parties → New Party.
2

Enter Meena Devi's details

He enters her name “Meena Devi” and her phone number, and adds her home address since she lives nearby and sometimes needs home delivery.
3

Save the party

Rajesh saves the new party. Meena Devi now appears in the Parties list, ready to be selected whenever he bills her.
4

Bill against her the next visit

On her next visit, Rajesh selects Meena Devi as the party while creating her invoice, and her purchase is recorded against her account with full transaction history from then on.