Parties

Add New Party

Create New Details

Full name of person or legal name of organization

Type of party for appropriate categorization

External reference code for this party

Primary email address

Primary contact number

Physical or mailing address

Social Security Number or Tax Identification Number

Birth date for individuals or incorporation date for companies

Current status of the party

Maximum credit limit for this party

Preferred method for payments

Internal notes and comments

Whether this party is currently active in the system

Allow negative balances for this party