Overview

Keep every client and vendor record in one place - contact details, GST info, and what's owed on both sides.

The Finance Module helps you manage your organization's financial contacts and activity from one place. The Clients & Vendors section specifically covers:

• Client records for invoicing

• Vendor records for expense tracking

• Contact details, GSTIN, and addresses

• Outstanding receivables and payables

• Billing and shipping addresses

• Search, filter, and sort

Quick terms: DR (Debit) means money owed to you (a receivable). CR (Credit) means money you owe (a payable). Keep this in mind - it comes up throughout this page.

Clients & Vendors list

A consolidated view of every client and vendor in the system, with a quick summary at the top:

• Total Clients

• Total Vendors

• Receivable (Dr) - total money owed to you

• Payable (Cr) - total money you owe

Categories

Use the tabs to filter what you're viewing:

• All - every client and vendor

• Clients - only client records

• Vendors - only vendor records

• Both - records set up as both a client and a vendor

The number next to each tab shows how many records fall into that category.

How to add a new client or vendor

1. Click Add Client or Add Vendor in the top-right corner.

2. Choose the record type:

   • Client - for invoicing and receivables

   • Vendor - for expenses and payables

   • Both - if the same organization is both a client and a vendor

3. Enter their basic details:

   • Client/Vendor Name

   • GSTIN

   • Email

   • Phone

4. Enter their billing address: Street Address, Country, Postal/ZIP Code, State, City.

5. Enter their shipping address, or check Same as Billing if it's identical - saves you re-entering the same details.

6. Save the record.

Accurate contact and GST details here make invoicing, expense tracking, and communication smoother down the line.

Managing existing clients & vendors

Every saved record appears in a table with:

• Name

• Type - Client, Vendor, or Both

• Outstanding Amount - shown as DR (they owe you) or CR (you owe them)

• Contact

• GSTIN / State

• Added Date

The Outstanding column makes it easy to spot pending receivables and payables at a glance, without opening each record.

Search, filter & sort

• Search - find a record by Name, Email, Phone, or GSTIN

• Balance Filter - view records by their outstanding balance

• Sort - arrange records (e.g., by Name), and reverse the order if needed