{% extends 'pos/base.html' %} {% block content %}

Add Party

Create a customer / vendor / debitor / investor / staff. Linked operational record will be auto-created.

{% csrf_token %}
Positive = customer owes us / we owe vendor. Leave 0 if starting fresh.
Cancel
What happens when you click Create:
  1. A new Party record is created in the GL table.
  2. A matching operational record (customer / vendor / debitor / investor / staff) is created.
  3. If Opening Balance is set, a payments entry is created — which auto-posts a GL entry against 3400 Opening Balance Equity.
{% endblock %}