Add Your First Customer

Before you can create an invoice, you need at least one customer in the system. This guide walks you through adding a customer and explains what each field means for GST compliance.

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Step 1: Navigate to Customers

1. Click Customers in the top navigation bar 2. Click the Add Customer button (top right of the page)

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Step 2: Fill In Customer Details

Basic Information

| Field | Required | Description | |---|---|---| | Customer Name | Yes | Individual name or business name | | Email | Recommended | Used to send invoices directly to the customer | | Phone | Optional | Customer contact number |

Billing Address

Enter the customer's complete billing address:

- Street / Flat / Building

• City
• State
• PIN Code
• Country (defaults to India)

  > ⚠️ Important for GST: The customer's State determines whether CGST + SGST or IGST is applied on invoices. Always fill in the state correctly.

  GST Details

  | Field | Description |

|---|---| | GSTIN | Customer's 15-digit GST Identification Number — required for B2B invoices | | PAN | Optional — can be auto-derived from GSTIN |

B2B vs B2C:

• Business customer (B2B): Enter their GSTIN. The invoice will show their GST number and they can claim Input Tax Credit (ITC).
• Individual/consumer (B2C): Leave GSTIN blank. The invoice is treated as a consumer sale.

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  Step 3: Save the Customer

  Click Save — the customer is now in your system and available to select when creating invoices.

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  Managing Your Customer List

  Once you have customers saved, you can:

  - Search customers by name, email, or GSTIN using the search bar

• Edit a customer's details at any time — changes apply to future invoices (existing invoices are not affected)
• View all invoices raised for a specific customer from their profile page
• Delete a customer (only possible if they have no invoices linked to them)

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  Tips for GST Compliance

  - Always enter the GSTIN for business customers — this is required for valid B2B tax invoices

• Make sure the customer's state is filled in — an incorrect state will apply the wrong tax type
• For customers outside India, set Country accordingly — exports are typically zero-rated for GST

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  What's Next?

  With your company profile set up and at least one customer added, you're ready to raise your first invoice.

  - Create Your First Invoice — Step-by-step invoice creation guide

• Company Settings — Review your account setup if you haven't already

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  Need Help?

  📧 Contact support: admin@gst-bill.com