Help · Sales
How to add a customer
Create a customer with the GST details that decide how tax is charged.
Who can do this: Admins and Accountants. Viewers can open it but not change anything.
Steps
Step by step
- Sales → Customers → New.
- Enter the name, email and phone.
- Enter GSTIN if registered (leave blank if unregistered). PAN is optional.
- Fill the billing address and choose the state — the place of supply decides CGST+SGST (same state) or IGST (other state).
- Save. The customer is now available on quotes, orders and invoices.
Tips
- Mark a customer Inactive to hide them from pickers without losing history.
Related guides
Need a hand?
WhatsApp +91 97111 87655 or email siba@bebaak.co with your organisation name and a screenshot.
Contact support