Customer Management
How to add, edit, and manage customers in GST Bill — including GSTIN, billing address, and B2B vs B2C setup
Table of Contents
Customer Management
Your customer list is the foundation of your invoicing. Every invoice is raised against a customer, so keeping accurate customer records — especially GST details — is essential for compliance.
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Adding a Customer
1. Click Customers in the top navigation bar 2. Click Add Customer (top right) 3. Fill in the customer form (see fields below) 4. Click Save
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Customer Form Fields
Basic Details
| Field | Required | Notes | |---|---|---| | Name | Yes | Individual name or business trading name | | Email | Recommended | Used for sending invoices directly | | Phone | Optional | Contact number |
Billing Address
| Field | Notes | |---|---| | Address Line 1 | Street, building, flat number | | City | Customer's city | | State | Critical for GST — determines CGST+SGST vs IGST | | PIN Code | 6-digit postal code |
> ⚠️ Always set the State correctly. The system uses this to determine whether to split tax as CGST + SGST (same state as your business) or apply IGST (different state). An incorrect state will produce wrong tax calculations.
GST Details
| Field | Notes | |---|---| | GSTIN | 15-character GST Identification Number — required for B2B invoices | | PAN | Optional — can be auto-derived from the GSTIN |
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B2B vs B2C — What's the Difference?
B2B (Business to Business):
- Your customer is a registered business with a GSTIN
- Enter their GSTIN in the customer form
- The invoice will display their GSTIN and yours
- They can claim Input Tax Credit (ITC) on your invoice
- Required for valid tax invoices under GST
B2C (Business to Consumer):
- Your customer is an individual or unregistered business
- Leave the GSTIN field blank
- The invoice is treated as a consumer sale
- No ITC claim by the customer
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Editing a Customer
1. Go to Customers and find the customer
2. Click the customer name or the Edit button
3. Update the required fields
4. Click Save - Customer name
- Email address
- GSTIN
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Deleting a Customer
A customer can only be deleted if they have no invoices linked to them. If invoices exist, you cannot delete the customer — this protects your financial records.
To remove a customer from active use without deleting them, simply don't raise new invoices against them.
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Tips for GST Compliance
- Verify GSTINs before saving — an incorrect GSTIN on a B2B invoice makes it invalid for ITC purposes
- Match the state to the billing address — don't leave it on a default if the customer is in a different state
- For export customers (outside India), set the country accordingly — exports are zero-rated under GST
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Frequently Asked Questions
Q: Can I import customers in bulk?
> Changes to a customer's details apply to future invoices only. Existing invoices retain the details that were in place when they were created.
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Searching for Customers
Use the search bar at the top of the Customers list to search by:
Q: My customer changed their address — do old invoices update? No. Existing invoices are not affected by customer edits. Only new invoices will use the updated address.
Q: Do I need to add a GSTIN for every customer? Only for registered business customers (B2B). For individuals or unregistered buyers, leave GSTIN blank.
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📧 Need help? Contact support: admin@gst-bill.com