Party
A Party in Frappe Books represents any individual or organization with whom your business conducts transactions. Depending on its role, a Party can be a Customer, a Supplier, or both, allowing you to manage sales and purchase activities efficiently.
Party records store important contact, accounting, and currency information that is automatically used while creating invoices and payments.
Tip
Create the Party under the appropriate module (Customers, Suppliers, or Common Party). The Party’s role cannot be changed after it has been created.
Types of Party
Parties are categorized based on their role in your business transactions.
| Role | Party Type | Used In | Navigation |
|---|---|---|---|
| Customer | Customer | Sales Invoices | Sales → Customers |
| Supplier | Supplier | Purchase Invoices | Purchases → Suppliers |
| Customer & Supplier | Party | Sales and Purchase Invoices | Common → Party |
Important
Ensure you create the Party under the correct navigation menu. The assigned role cannot be modified after the Party has been created.
Party Fields
The following fields are available when creating or editing a Party:
| Field | Description |
|---|---|
| Party Image | Image used to visually identify the Party. |
| Party Name | Unique name used to identify the Party. |
| Email address used for communication and displayed on invoices when applicable. | |
| Phone | Contact number of the Party. |
| Address | Business or mailing address displayed on invoices when required. |
| Default Account | Account automatically debited or credited during transactions involving the Party. |
| Currency | Default currency used when creating invoices for the Party. |
| Role | Specifies whether the Party is a Customer, Supplier, or Both. |
Recent Invoices
The Party Quick Edit form includes a Recent Invoices widget that provides quick access to the latest invoices associated with the selected Party.
The widget displays the three most recent invoices, allowing you to review transaction history without opening the full list view.
| Information Displayed | Description |
|---|---|
| Invoice Name | Unique identifier of the invoice. |
| Invoice Status | Current status, such as Draft, Unpaid, or Paid. |
| Date | Date on which the invoice was created. |
| Paid Amount | Total amount received or paid against the invoice. |
| Outstanding Amount | Remaining balance yet to be settled. |
Clicking any invoice in the Recent Invoices widget opens the corresponding invoice, where you can review details or record payments.
Best Practices
- Create Parties under the correct role before recording transactions.
- Maintain accurate contact information for invoices and business communication.
- Assign the appropriate default account to simplify accounting entries.
- Set the correct currency for customers or suppliers involved in multi-currency transactions.
- Use the Recent Invoices widget to quickly review transaction history and outstanding balances.
