🤝 Customers & Suppliers

Parties

A "party" is any customer or supplier — the people and companies you sell to or buy from. This is your central directory of business contacts, and every invoice, bill and payment links back to a party recorded here.

📖 In plain words

Parties is the address book for your whole business — one entry for every customer you sell to and every supplier you buy from. Just as a phone contact holds a name and number, a party holds a code, tax number, payment terms and credit limit. And just like you pick a contact to send a message, in FinSanad you pick a party whenever you raise an invoice, enter a bill, or record a payment.

01What you see on the screen

The Parties tab has a form called ➕ Add Customer / Vendor, and below it the Customers & Vendors list. Each row in the list shows the party's Code, Name, Type, Tax Reg number, Credit Limit, and payment Terms (shown like 30d), plus a 📄 Statement button. The list also has ⬇ Export CSV, 📄 Template and ⬆ Import CSV buttons for working in bulk.

02Every field, explained

Field	What to type	Example	Needed?	Why it matters
Type	Customer, Vendor, or Both	Customer	Yes	Decides where the party appears — on sales invoices (Customer), purchase bills (Vendor), or both.
Code	A short unique ID you choose	`C001`	Yes	Your quick reference. Must be unique — duplicates are refused.
Name	The full legal or trading name	`Al Noor Trading LLC`	Yes	The name printed on invoices, bills and statements.
Email	Their email address	`accounts@alnoor.ae`	Optional	Used to send invoices and payment reminders.
Phone	A contact number	`+971 4 123 4567`	Optional	Kept on record for contact.
Tax Reg No (TRN)	Their tax registration number	`100123456700003`	Optional	The UAE VAT ID. Also affects invoice type — see the note below.
Credit Limit	Most you'll let a customer owe (AED)	`50000`	Optional	A ceiling on unpaid balance. `0` means no limit.
Payment Terms (days)	How many days they have to pay	`30`	Optional	Sets the invoice/bill due date automatically (document date + these days).
E-invoice capacity	Business (B2B), Government (B2G), or Individual (B2C)	Business	Yes	Classifies the party for UAE e-invoicing.

🇦🇪

What is a TRN?In the UAE, the TRN (Tax Registration Number) is the 15-digit ID the tax authority gives a VAT-registered business. It also sets the invoice type: a customer with no TRN can get a simplified tax invoice at any amount; a customer with a TRN needs a full tax invoice once the total goes above AED 10,000.

03How to add a customer

Open the Parties tab.
Set Type to Customer.
Enter a unique Code (e.g. C001) and the customer's Name.
Optionally add Email, Phone and their TRN.
Set a Credit Limit in AED, or leave 0 for no limit.
Set Payment Terms in days (default 30).
Choose the E-invoice capacity (usually Business).
Click Create Party. You'll see ✅ Party created and the customer appears in the list.

04How to add a supplier (vendor)

Open the Parties tab.
Set Type to Vendor (or Both if they're also a customer).
Enter a unique Code (e.g. V001) and the vendor's Name.
Optionally add Email, Phone and their TRN.
Leave Credit Limit at 0 — it's really meant for customers.
Set Payment Terms — how long you have to pay them.
Click Create Party. The vendor is now available when you record purchase bills.

05The extra buttons

Button	What it does
📄 Statement	Opens a printable statement for that party covering the current year (1 Jan – 31 Dec).
⬇ Export CSV	Downloads all parties as a spreadsheet (`parties.csv`).
📄 Template	Downloads a blank import template to fill in.
⬆ Import CSV	Uploads many parties at once from a filled-in file.

06Rules & things to watch

🔑

Codes must be uniqueReusing a code gives "Party code already exists". Type, Code and Name are required; everything else is optional.

💳

Credit limit can stop an invoiceFor customers with a limit above 0, an invoice that would push their unpaid balance over the limit may be blocked, allowed with a warning, or need an admin's approval — depending on your company's setting.

🔗

Set up once, use everywhereOnce created, a party is linked to its invoices, bills, payments, statement and aging reports. You make it here once, then simply pick it whenever you create a document.

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