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Party

Menu Definitions → Parties (`/definitions/parties`). Manage customers and suppliers, import from Excel, see Outstanding Collection / Payment / Balanced, and open Party Transaction Details for Payment, Collection, Add Payment/Collection, and Remittance.

List

Party List & Overview

The Parties list gives a Party Summary overview, searchable table or grid, filters by status/type/balance, and bulk actions for delete, export, and status change.

Party Summary (overview)

  • Page title: Parties under Definitions
  • Heading: Party Summary with Party Overview KPI cards
  • KPI subtitle: Compared to last quarter — card names and values come from your live data
  • Debit / credit / balance aggregates feed the overview so you see portfolio health at a glance
  • Primary CTA: Add New Party dropdown → Add New Party or Excel Import

Product screenshot coming soon

Party Summary sits above the list so totals and growth vs last quarter are visible before you filter rows.

List columns

  • Party Details — name and party code
  • Status — Active / Inactive
  • Type — Customer, Supplier, or Cust/Supp (From Tally tag when applicable)
  • City, State, Phone
  • Party Balance — Outstanding Collection (they owe you), Outstanding Payment (you owe them), or Balanced (settled)
  • Actions — row menu for Edit, Transaction Details, Change Status (and Copy on mobile)

Product screenshot coming soon

Table and Card (grid) views share the same party fields; grid also shows Firm Code and Balance Type.

Search, filters & views

⌕

Search party

Find contacts by name from the list search box.

⇅

Status & type

Filter All / Active / Inactive and All / Customer / Supplier / Cust/Supp.

₹

Party Balance

Filter by balance range — focus Outstanding Collection, Outstanding Payment, or Balanced parties.

A

Table or Card

Toggle table or card layout; sort A–Z / Z–A on name, city, state, phone.

Bulk & row actions

  1. 1Select rows → selection bar shows Parties Selected
  2. 2Bulk: Delete, Excel Export, Change Status
  3. 3Row ⋮ menu: Edit, Transaction Details, Change Status
  4. 4Empty state: Add multiple party at once with + Add New Party and Upload Excel
Tip

Use filters before Excel Export so the exported sheet matches the Active customers or Suppliers you care about.

Frequently asked

What does Outstanding Collection mean?+

Outstanding Collection — the party owes you (typical for customers). Outstanding Payment — you owe the party (typical for suppliers). Balanced — no open receivable/payable for that contact.

Can I switch between table and cards?+

Yes — use the Table / Card toggle on the Parties list. Grid shows Balance, Type, Phone Number, City, State, Firm Code, and Change Status.

Related features

Overview

What is Party?

Party is the Billoxy master for every business contact — customers you sell to, suppliers you buy from, or contacts that do both — so invoices, payments, and balances stay linked to one record.

View feature
Create & Edit

Create a Party

Add New Party opens a full form — party type, identity, GSTIN lookup, additional details, then Address, Additional Contact, and Bank tabs.

View feature
Create & Edit

Import Parties from Excel

Excel Import lets you download a Billoxy template or upload an export from another billing tool, map columns, preview rows, and commit parties in bulk.

View feature
Create & Edit

Delete Parties

Hard delete removes selected parties from the master; Change Status is the safer soft path when you only need to hide inactive contacts.

View feature

Ready to try Party List & Overview?

Jump into Billoxy and see it in action on your own data.

Open Parties