How to Add Parties in myBillBook

Written By Team Flobiz

Last updated About 2 months ago

Feature Overview

Adding parties in myBillBook allows businesses to manage their customers and suppliers efficiently. Users can store party details, track transactions, and manage outstanding balances. This feature helps streamline invoicing and payment processes, ensuring better financial management.

Step-By-Step Instructions

  1. Navigate to the Parties Section

    • In the navigation bar, click on "Parties".

  2. Create a New Party

    • Click on the "Create Party" button.

  3. Fill in Party Details

    • Enter all the required details such as:

      • Party Name

      • Contact Number

      • GST Details (if applicable)

      • Address

      • Opening Balance (if any)

  4. Save the Party

    • After entering the details, click "Save".

    • Your party will be successfully added to myBillBook.

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