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Billoxy · Features

Desktop

Party

Menu Definitions → Parties (`/definitions/parties`). Manage customers and suppliers, import from Excel, see Outstanding Collection / Payment / Balanced, and open Party Transaction Details for Payment, Collection, Add Payment/Collection, and Remittance.

Create & Edit

Edit Party & Change Status

Edit Party opens the same fields as create, starting from a read-only summary — update type, GST, addresses, contacts, banks, or soft-deactivate with Change Status.

Edit flow

  1. 1From the list, open ⋮ → Edit (page title: Edit Party)
  2. 2Read-only summary shows name, code, State, Phone, GSTIN, Party Type, currencies
  3. 3Click the pencil to enter edit mode — same sections as Add Party
  4. 4Update Additional Details and Address / Additional Contact / Bank tabs as needed
  5. 5Click Submit to save

Change Status (soft deactivate)

  • Row menu or bulk bar: Change Status
  • Toggles Active ↔ Inactive without removing the party
  • Success toast: Party status changed successfully
  • Inactive parties stay in history but can be filtered out of day-to-day lists

Product screenshot coming soon

Prefer Change Status when you want to stop using a party but keep its ledger and past invoices.
Tip

On mobile, Edit / Copy / Transactions History / Change Status / Delete are available from the party menu; web list uses Edit, Transaction Details, and Change Status as primary actions.

Frequently asked

Does editing GSTIN update invoices already posted?+

Past invoices keep the details used at posting time. New documents pick up the updated party master.

What is Copy?+

Copy is available on mobile to duplicate a party. On web the menu item may appear but full copy is oriented to the mobile workflow.

Related features

Create & Edit

Create a Party

Add New Party opens a full form — party type, identity, GSTIN lookup, additional details, then Address, Additional Contact, and Bank tabs.

View feature
Create & Edit

Delete Parties

Hard delete removes selected parties from the master; Change Status is the safer soft path when you only need to hide inactive contacts.

View feature
History

Party Transaction History

Party - Transaction Details is the ledger for one contact — running balance, vouchers, and shortcuts to Payment, Collection, and Remittance.

View feature

Ready to try Edit Party & Change Status?

Jump into Billoxy and see it in action on your own data.

Open Parties