My data › Help › Businesses, parties and items

Customers and suppliers

Every person or firm you bill or buy from. Add them once; in any tool, type a few letters of the name and pick it to fill the address, state and GSTIN.

Step by step

1. Open Customers and suppliers. In My data press Add a customer or supplier.
2. Type and Group. Type: customer, supplier or both. Group: pick one or choose a new group name.
3. Name * and contact. Phone, Email.
4. GST and address. GSTIN (if registered), State, Address, City / town, PIN code. If goods go elsewhere, fill Ship to address and Ship to state.
5. Selling terms. Price type (retail or wholesale rate on bills), Credit limit (₹) and Credit days.
6. Save. Search, filter by Group, and use Edit, Changes (its edit history) or Delete.

Worked example

Gill Builders: Customer, group Builders, GSTIN 03AAFFG5678L1Z2, Punjab, price type Wholesale, credit limit ₹5,000, credit days 30. Their bills then use the wholesale rate, become past due 30 days after the bill date, and Dues shows "Over credit limit" when they owe more than ₹5,000.

Common mistakes and how to fix them

• Wrong state for a registered customer. The first two digits of the GSTIN are the state code; the state decides CGST + SGST or IGST.
• Same customer twice ("Gill Builders" and "Gill Builder"). Balances split. Rename one and move its bills, or merge them.

Related help

All help on My data · Help for the Nivesh Sahayak App