How to Manage Customers, GSTIN Validation & Customer Ledgers
Maintain a clean, organized client database. Track total invoiced amounts, open dues, payment history, and download comprehensive ledger statements with a single click.
Prerequisites: What You Need Before You Start
- Registered business account.
Standard Operating Procedure
Execute these 5 sequential steps to complete the workflow without compliance errors.
Open the Customers Directory
Step 1 of 5Navigate to Sales > Customers in the left navigation sidebar.
Add a Customer
Step 2 of 5Click '+ Add Customer'. Input Company Name, Contact Person, Email, Phone, Billing Address, and Shipping Address.
Enter GSTIN for B2B Clients
Step 3 of 5Input their 15-digit GSTIN. InvGear verifies the structure and extracts the state code for automated tax application.
Review Customer Financial Summary
Step 4 of 5Click any customer row to inspect their complete transaction history, unpaid invoices, credit notes, and net balance.
Export Customer Ledger
Step 5 of 5Click 'Statement of Account' to generate a date-filtered ledger statement ready to email to your customer's accounts department.
Pro Tips for Maximum Productivity
- For Gym businesses, customer records double as Member Profiles with fields for emergency contact, blood group, and subscription validity.
Frequently Asked Questions
Quick answers to common questions about using this screen.