ReadyBooks
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CONTACTS MANAGEMENT

Every customer and vendor, one unified view

Manage all your business contacts with GSTIN validation, complete transaction history, outstanding tracking, and ledger views. One place for everyone you do business with.

Smart contact management

More than an address book — a complete relationship view for every customer and vendor.

Unified party model

Customers and vendors in one system. The same contact can be both — transactions are tracked separately with a single profile.

GSTIN validation

Validate GSTINs at the point of entry. Prevent incorrect GSTINs from reaching your invoices and GST returns. Auto-fetch business name and address.

Party ledger

Complete transaction history for every contact — invoices, payments, credit notes, debit notes, and running balance. Drill down to any document.

Outstanding tracking

See current outstanding balance for every customer and vendor. Know who owes you money and who you owe — always up to date.

Quick search & filter

Find any contact instantly by name, GSTIN, phone, or email. Filter by customer, vendor, or both. Sort by outstanding amount.

Bulk import

Import contacts from CSV, Excel, or Tally. Map your columns and bring in hundreds of customers and vendors in minutes.

Why businesses choose ReadyBooks for contacts

Stop managing contacts in spreadsheets. Get a connected view of every business relationship.

Clean GST data

GSTIN validation at entry means your invoices and returns always have correct party details. No amendments needed.

Instant outstanding view

Open any contact and see their balance immediately. No need to run reports — the number is always current.

Complete history

Every invoice, payment, return, and adjustment is linked to the contact. Your CA can trace any balance to its components.

Easy migration

Bulk import from your existing system — Excel, CSV, or Tally. Bring your customer and vendor data over in minutes, not days.

Contacts connected to everything

In ReadyBooks, contacts are not isolated. Every customer links to their invoices, payments, outstanding balance, and GST transactions. Every vendor links to their purchase bills, payments, debit notes, and TDS records.

This connected approach means your ageing analysis, GST returns, and ledger reports are always accurate. When your CA needs a customer ledger or vendor balance confirmation, it is one click away.

Frequently asked questions

Organise your business contacts

Import your customers and vendors in minutes. See outstanding balances, transaction history, and GST details — all free.