CaptainBiz Video Adding a Party

In this tutorial, we’ll walk you through the process of adding ‘Party Details’ to your CaptainBiz account. Whether you’re a seasoned user or just starting, enhancing your business with CaptainBiz becomes effortless. Let’s dive into the world of efficient party management!

How you can register yourself on Logo CaptainBiz business software.

How to add your company details in Logo CaptainBiz business software.

How to create party in Logo CaptainBiz business software.

How to do document sequence & settings in Logo CaptainBiz business software.

How to add Bank Account in Logo CaptainBiz business software.

How to add Cash account in Logo CaptainBiz business software.

How to Add Product in Logo CaptainBiz business software.

How to Add Service in Logo CaptainBiz business software.

How to create Purchase Order in Logo CaptainBiz business software.

How to Create Purchase Invoice in Logo CaptainBiz business software.

How to Create Purchase Invoice Payment in Logo CaptainBiz business software.

How to create Sales Order in Logo CaptainBiz business software.

How to create Sales Invoice in Logo CaptainBiz business software.

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How to create a Service Purchase Invoice in Logo CaptainBiz business software.

How to add new user in Logo CaptainBiz business software.

Once your products or services are set up, it's time to add 'Party Details.' Follow these simple steps:

In the left-side menu, click on 'Party.'
On the right side, click on 'New Party,' and a pop-up will appear on the screen.

In this pop-up, enter essential information such as 'Party Code,' select 'Party Type,' input the 'Party Name,' and provide details like 'GST Number,' 'PAN Number,' and more. If you enter the GST number initially, relevant details like PAN, Business name, and Billing address will be auto-populated.

Step 1

Navigate to 'Party'

Scroll down the page and add additional details, including 'Opening Balance,' 'Opening Balance Date,' and other required information. Move ahead to 'Billing Address.' If you've entered the GST number, the address will be auto-populated. Add extra details such as 'City,' 'Email ID,' etc.

Step 2

Enter Other Details

To add extra contacts or multiple shipping addresses:

Select 'Additional Contact' to add more contacts.
For multiple shipping addresses, choose 'Shipping Address' from the menu above and input the required details.

Step 3

Additional Contact and Shipping Address

For adding bank details:

From the menu, select 'Banks.'
Add 'Bank Name,' 'IFSC Code,' 'Branch,' 'Account Number,' and select the currency.
If a customer has multiple bank accounts, click 'Add New Account' to input additional details.

Step 4

Bank Details

For adding multiple party details:

Go back and select 'Excel Import.'
Download the Excel template by selecting 'Default Template.'
Open the template, add party details, and import the updated sheet back into CaptainBiz.
You can also download all customer details by clicking 'Excel Export.'

Step 5

Add Multiple Party Details

For managing your party details:

Click on 'Edit' or 'Delete' under 'Actions.'
And this is the button for 'transaction details.'

Step 6

Action Buttons

To review transaction details:

On the left-hand side, click the transaction symbol under 'Actions.'
Explore the transaction page.
Download PDF or Excel reports of transaction details.

There you have it! Adding party details in CaptainBiz is now a breeze. If you have any questions or need further assistance, feel free to reach out. Stay tuned for more tutorials on optimizing CaptainBiz for your business. - Digital Bill Banao, Business Badhao.

Step 7

Action Buttons

In conclusion, CaptainBiz empowers you to efficiently manage party details, streamlining your business operations. The intuitive interface and powerful features make party management a breeze, allowing you to focus on growing your business.

CaptainBiz In Media

Customer Testimonial

"We'll surely recommend CaptainBiz to everyone who is looking at the most effective GST ready billing and Accounting software. From sales order and invoicing to payments – we now handle all transactions with one software. Our sales, purchase and accounts team has access to the same accounting data which has greatly eliminated billing errors, improved data accuracy and strengthened the revenue recognition process. It comes in very handy for daily billing. Thanks to CaptainBiz."

Stellant Communications 21. June, 2023.

"We are distributors of confectionery items based out of Bihar. Our billing used to happen manually over the years until Vyapari helped us to automate the entire billing process. Am raising my purchase and sales invoices through a mobile app with ease and it’s no more a time consuming task for us. Thanks to CaptainBiz for streamlining how business works"

Jai Maa Santoshi Traders 12. May, 2022.

"CaptainBiz is for anyone who is looking for a fast and error-free generation of GST invoices and reports. It keeps a track of every detail such as the inventory, loss statements, accuracy of income, profit and loss accounts and cash flow statements of your business. It has made me run my business without any hassles and has saved a lot of my time. I would recommend this to everyone who is too busy to keep track of everything manually."

Digital Beej 11. November, 2023.

Frequently Asked Questions

Can I customize the party details template for Excel Import?

As of now, CaptainBiz uses a default template for Excel Import. Customization options for the template may be introduced in future updates.

How often should I update party details for accurate transactions?

Regular updates are recommended to ensure accurate transaction records. However, there's no fixed frequency, and it depends on the nature and volume of your business.

Can I import party details from other billing software into CaptainBiz?

CaptainBiz supports Excel Import for party details. If your existing software allows data export in Excel format, you can potentially import it into CaptainBiz.

Is there a limit to the number of contacts I can add for a single party?

CaptainBiz offers flexibility in adding contacts for a single party. However, the specific limit may vary based on your subscription plan.

How secure is the data when importing or exporting party details in CaptainBiz?

CaptainBiz prioritizes data security. Robust encryption measures are in place to safeguard your information during import and export processes.