Add a customer or supplier
Create a party with name, email, mobile, tax IDs, addresses, opening balance, and custom fields from the Parties screen.
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Showing 4 parties
Import+ Create New Party
Staff nameEmailMobileGST numberTypeActions
Karen little paradise—+61 412 345 678—Customer
Mohan—+91 91234 56789—Customer
Hedwig Martinez—+91 99887 6655429AAACW1234A1Z5Supplier
Wipro Limitedinfo@wipro.com+91 80 2844 001129AAACW9781L1ZUCustomer
How this looks in TiBook
How to
- 1Go to Parties and click Add party.
- 2Enter the name — trading name or legal name as you want it on invoices.
- 3Add email and mobile for receipts, WhatsApp share, and payment reminders.
- 4Tick Customer if you sell to them, Supplier if you buy from them, or both.
- 5Enter GSTIN and use lookup to autofill legal details when the number is valid. Add PAN if you print it.
- 6Set opening balance if they already owed you or you owed them before TiBook. Fill billing and shipping address (or use same-as).
- 7Add custom fields your firm tracks, then save.
After save
The party appears in sales invoices, purchase bills, payment screens, and reports. Open Party details for overview, transactions, and item-wise sales.
You can add a minimal party (name + mobile) and enrich GSTIN later — do not block billing on day one.
Import dozens of contacts from Excel via Import parties instead of typing each row.
Related articles
- What is a party?In TiBook a party is anyone you do business with — customer, supplier, or both — with one contact record and one ledger.
- GSTIN lookup on partiesType a GSTIN on a party or company profile and TiBook pulls registered name and address from the GST portal when lookup succeeds.
- Import parties from ExcelBulk-upload customers and suppliers with balances and GSTIN instead of creating each party by hand.
Need more help?
Email, call, or WhatsApp the TiBook team. We can walk through invoicing, stock, POS, or your GST setup.
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