Parties
Vendors
Add and manage vendors you pay — New Vendor, filter, and vendor ledger explained simply.
What is this page?
Vendors are businesses or people you pay — suppliers, service providers, etc. Link them when you record Expenses or Payments.
Route: Parties → Vendors (/parties/vendors).
Why you use this page
- Keep vendor name, GST, bank, contact in one place.
- See expenses and payments history per vendor.
- Pay faster from Payments with vendor already selected.
What you see on the screen
What you will see on the screen
- Vendors — page title.
- Manage Columns — show/hide list columns.
- Filter — search vendors.
- New Vendor — add vendor (if permitted).
- Table — click row or eye to open vendor details and transactions.
Step-by-step: add a new vendor
Open Vendors
Sidebar → Parties → Vendors.
Click New Vendor
Top right → New Vendor. Popup opens.
Fill basic details
Name, phone, email, address, GST/PAN if you use them.
Fill Bank Details tab (if used)
Account number, IFSC, bank name — for NEFT payments.
Save
Wait for success message. Vendor appears in list.
Step-by-step: pay a vendor
Record expense (optional)
Accounting → Expenses → Add Expense → choose vendor (Expenses).
Record payment
Accounting → Payments → New Payment → select vendor (Payments).
Check vendor details
Open vendor → Payments / Expenses tabs to confirm balance.
What happens after save?
- Vendor available in dropdowns on Expenses and Payments.
- Ledger transactions show on vendor detail when you post vouchers.
Tips
| Tip | Why |
|---|---|
| One vendor per real supplier | Avoid duplicate GST names |
| Bank details before NEFT | Fewer payment failures |
| Use Filter before New Vendor | May already exist |
If something goes wrong
| Problem | What to do |
|---|---|
| No New Vendor | Permission — ask admin |
| Vendor not in payment list | Save completed? Refresh page |
| Cannot delete | May have transactions — ask admin |