Customers & Suppliers
In Clorvia, the people and businesses you deal with are called parties. A party can be a customer (you sell to them), a supplier (you buy from them), or both.
Add a party
Open the Customers/Suppliers list
Click Customers (or Parties) in the sidebar, then + New.
Enter their details
- Name of the person or business
- Type — customer, supplier, or both
- GSTIN — their GST number (needed for B2B invoices and for their input tax credit)
- Phone and email
- Billing address — including state, which affects GST on their invoices
Save
The party is now available to pick when you create invoices, payments, or expenses.
Why the GSTIN matters: for business (B2B) customers, their GSTIN must appear on the tax invoice so they can claim input tax credit. For consumers (B2C) you can leave it blank.
What you can track per party
| Field | Use |
|---|---|
| GSTIN | Their GST registration (B2B) |
| Billing address & state | Used for place of supply / GST |
| Credit limit | A ceiling on how much they can owe — see Credit Limits & Price Tiers |
| Opening balance | Money they already owe you (or you owe them) when you start |
| Price tier | Which price level applies to them (retail, wholesale…) |
| Custom fields | Anything else you want to record |
Seeing a party’s history
Open any party to see everything connected to them — their invoices, payments, and running balance — all in one place. This makes it easy to see who owes you what.
→ Next: Credit Limits & Price Tiers