Adding Customers

Your customer list is the foundation of your invoicing workflow. BillYantra lets you store complete customer profiles including GSTIN, addresses, and payment terms.

How to Add a Customer

Navigate to Contacts → Customers in the left sidebar. Click + Add Customer.

Required Fields

• Customer Name: The business or individual name as it should appear on invoices.
• Customer Type: B2B (registered business with GSTIN) or B2C (unregistered consumer).

For B2B Customers

• GSTIN: Enter the customer's 15-digit GSTIN. BillYantra validates the format automatically.
• Place of Supply: Select the customer's state. This determines whether your invoices use CGST+SGST or IGST.

Contact Information

• Email: Used for sending invoices directly from BillYantra.
• Phone: WhatsApp number for sharing invoice links.
• Billing Address: Full address including PIN code and state.
• Shipping Address: If different from billing address, enable the checkbox to add a separate shipping address.

Additional Settings

• Payment Terms: Set default payment terms (e.g., Net 15, Net 30) — auto-applied to new invoices for this customer.
• Currency: Defaults to INR. Change for foreign clients.

Editing a Customer

Go to the Customers list, find the customer, and click the Edit (pencil) icon. Changes take effect on new invoices — existing finalized invoices retain the old details.

Importing Customers

On the Customers page, click Import to bulk-upload customers from an Excel/CSV file. Download the sample template first to format your data correctly.

Tip: You can also create customers directly from the invoice form — just type a new name in the customer field and click + Create Customer.