How to

Open Parties and press + New Party. Enter the Full party name and tick Customer, Supplier or both. Choose their Currency.
Fill in what you know under Contact, Address and Bank. Under Credit and balance, Opening balance is what they owed you (Debit — they owe us) or you owed them (Credit — we owe them) before you started with Avirat.
Press Save party. On the party’s page you can then add a photo and documents — KYC, ID proof, Passport, Bank document or Other.
Many parties at once: press Download Template, fill one row per party, then Import Excel. Check the rows it shows and press Create … records — rows with a problem are listed and skipped.
Your cash and bank accounts are on the Accounts tab: press + New Account there.

Good to know

Credit limit is checked when you send stones out on memo: a memo that would take them past it is refused. Someone allowed to can tick Go over the credit limit anyway, and the Owner is told.
Overdue limit is checked on a sale: if what they owe past its due date is over the limit, the sale is refused until a payment comes in — or someone allowed to ticks Sell anyway (the Owner is told).
You can also add a party straight from a purchase, sale or memo — type the name and choose Add new party.
On a party’s page, Ledger shows their account and Client view shows what they buy and owe. Export Excel on the list downloads what your filters show.

Still stuck? WhatsApp or call us on +91 97262 88072, or use Help & support inside Avirat — we’ll see the screen you’re on.