Parties — Customers & Suppliers
A party in Hisaabo is any person or company you do business with — either a customer (you sell to them) or a supplier (you buy from them). All invoices and payments are linked to a party.
Adding a party
Section titled “Adding a party”Go to Parties in the sidebar and click + Add Party (or press N). A slide-over panel opens on the right side of the screen with a tabbed form. Collapsible sections — Tax & Identity, Address, Contact Person, and Bank Details — let you fill in only what you need.
Tap Parties in the bottom tab bar, then tap the floating + button. A full-screen form opens with sections for Party Type, Basic Info, Tax Info, and Address.
Required fields
Section titled “Required fields”| Field | Notes |
|---|---|
| Name | Trading name. Must be unique within your business (case-insensitive). |
| Type | Customer or Supplier |
Optional fields
Section titled “Optional fields”| Field | Notes |
|---|---|
| Phone | Mobile or landline |
| Used for sending invoices | |
| GSTIN | 15-character GST Identification Number. Set this to enable B2B reporting in GSTR-1. |
| PAN | 10-character Permanent Account Number |
| State | State name for GST state detection |
| State Code | 2-digit GST state code. Takes priority over state name for intra/inter-state determination. |
| Billing Address | Invoice billing address |
| Shipping Address | Delivery address (if different from billing) |
| City, Pincode | Address details |
| Opening Balance | Amount the party owes you (positive) or you owe them (negative) as of the day you start using Hisaabo |
| Credit Period (days) | Number of days before invoices become overdue. Used to auto-set due dates. |
| Credit Limit | Maximum outstanding amount allowed. Shown as a warning (not a hard block). |
| Category | Free-text category for grouping parties |
| Contact Person Name | Name of your key contact at the party |
| Contact Person DOB | Date of birth of the contact person (useful for sending birthday greetings) |
| Bank Account Number / IFSC / Bank Name | Supplier’s bank details, useful for making payments |
Party types
Section titled “Party types”A party is either a customer or a supplier, but the same entity can be both. For example, if you sell goods to a company and also buy raw materials from them, create two separate party records — one as a customer and one as a supplier. This keeps the ledgers clean.
Opening balance
Section titled “Opening balance”The opening balance represents the amount outstanding before you started using Hisaabo.
- Positive opening balance: The party owes you money (receivable). For example, if a customer had an unpaid invoice of ₹5,000 when you migrated to Hisaabo, enter
5000. - Negative opening balance: You owe the party money (payable). For example, if you had an outstanding bill to a supplier of ₹12,000, enter
-12000.
The opening balance is included in the party’s running balance calculation.
Viewing a party
Section titled “Viewing a party”Click any row in the party list to open a slide-over detail panel on the right. The panel has tabs for Overview, Ledger, Invoices, Payments, and Top Items, so you can review all activity without leaving the list page.
Tap a party to open a full-screen detail page. At the top you see the party’s avatar, outstanding balance card, and a stats row. Below that are action buttons for Call, Edit, and New Invoice. A sticky tab header lets you switch between Ledger, Top Items, and Report.
Viewing a party’s ledger
Section titled “Viewing a party’s ledger”Open a party’s detail panel and click the Ledger tab.
Open a party and switch to the Ledger tab. You can toggle a date filter to narrow the range. To share or export the ledger, use the share button — it opens the device Share API.
The ledger shows every transaction affecting the party’s balance in chronological order:
| Column | Meaning |
|---|---|
| Date | Transaction date |
| Document | Invoice number or payment number |
| Type | Invoice (Dr/Cr) or Payment |
| Debit | Amount the party owes you |
| Credit | Amount you paid or received |
| Balance | Running balance after this transaction |
The ledger starts with the opening balance entry, then lists invoices and payments. The final row shows the current outstanding balance.
Filtering the party list
Section titled “Filtering the party list”The party list is a paginated table with sortable columns for Name and Balance. Use the filter pills at the top to switch between All, Customers, and Suppliers. A search field lets you filter by name (partial match). You can also export all parties as a CSV file using the export button in the header.
The party list uses tabs at the top to switch between Customers and Suppliers. A search bar lets you filter by name. The list supports infinite scroll and pull-to-refresh.
Editing a party
Section titled “Editing a party”Open the party’s detail panel and click Edit. The same slide-over form used to create the party opens with all existing values pre-filled.
Open the party’s detail page and tap the Edit action button. A full-screen form opens with all existing values pre-filled.
All fields can be updated. Note:
- Changing the state code takes effect on future invoices only; existing invoices are not recalculated.
- You cannot change a party’s type (customer vs supplier) after it has invoices. Create a new party instead.
Deleting a party
Section titled “Deleting a party”A party cannot be deleted if it has any invoices or payments linked to it (the database enforces this with a RESTRICT foreign key). To remove a party, first delete or cancel all associated invoices and payments.
To delete, use the row action menu on the party list and confirm in the dialog that appears.
To delete, open the party’s detail page, tap the action in the header, and confirm in the native alert dialog.
Frequently asked questions
Section titled “Frequently asked questions”I need to track the same company as both a customer and a supplier. How? Create two separate party records — one with type “Customer” and one with type “Supplier”. Name them slightly differently to distinguish them (for example, “ABC Ltd - Customer” and “ABC Ltd - Supplier”).
Can I bulk import parties from a spreadsheet? Yes. See Import Data for CSV import instructions. Duplicate names (case-insensitive) are skipped automatically.
Does Hisaabo validate GSTIN format? Yes. Hisaabo validates the 15-character GSTIN format using a regex pattern (2-digit state code, PAN structure, entity code, and check character position). However, it does not validate the checksum digit. Enter the GSTIN exactly as it appears on the party’s registration certificate.
What is the difference between billing address and shipping address? The billing address is the legal registered address printed on the invoice. The shipping address is where goods are physically delivered. If both are the same, you only need to fill in the billing address.