How to Add a Customer
Create a customer with a display name, phone, and billing address. Business customers can also store GSTIN and PAN for GST invoices.
Step 1
Open Customers
From the dashboard sidebar, open Customers. This is the record quotations and invoices use for the buyer name, GSTIN, and billing address.
Step 2
Choose Business or Individual
Click New customer. Choose Business for a company and Individual for a person. Display name is required. For a business, also enter the company name. Display name is what you will search when creating a quotation or invoice.
Step 3
Add a phone number
Under Contact, enter a phone or mobile number. Invoism requires a phone number so invoice email and Razorpay payment links have a contact on the customer.
Step 4
Add GSTIN for a registered business
For a Business customer, open Tax & registration and enter the 15-character GSTIN. PAN is filled from the GSTIN. Leave GSTIN empty when the customer is not GST-registered. Individual customers do not use this GSTIN block.
Step 5
Save the billing address
Enter the billing address, including state. Place of supply on a later invoice often starts from this address and decides CGST plus SGST versus IGST. Optionally assign a customer group and payment terms, then save. Confirm the customer appears in the list.
Common questions
Do I need a GSTIN to add a customer?
No. GSTIN is only for a Business customer who is GST-registered. A 15-character GSTIN stores the buyer tax identity on invoices. Unregistered businesses and individuals can be saved without one.
Why is a phone number required?
Invoism asks for a phone or mobile number on the customer so invoices and payment links have a contact. Email can be added in the same Contact section.
Where does the customer show up after I save?
The customer appears in Customers and in the customer picker on New quotation and New invoice.
Expected outcomes
- Customer appears in the Customers list
- Customer can be selected on quotations and invoices
Related tutorials
How to Create and Use Customer Groups
Group customers such as retail or wholesale, optionally set a default discount, and assign the group when you add or edit a customer.
How CGST, SGST, and IGST Work on an Invoice
Place of supply chooses the tax. Same state as your organization uses CGST and SGST. A different state uses IGST. HSN or SAC sits on each line.
How to Generate an Invoice
Create a GST-ready invoice from customer and product line items with correct totals.