Customers & Catalog
Customers (parties)
Create and edit customers, verify GSTIN, set addresses and a price list.
Create a customer
Open Customers → New customer.
- Enter a Name (required).
- Optionally add GSTIN, email, and phone.
- Optionally add billing and shipping addresses.
- Save. The customer is now available in the invoice customer picker.
Prerequisite: customer-write permission for the business.
Verify a GSTIN
On the customer detail page, click Verify next to the GSTIN. Billing normalises the value (uppercase, no spaces) and validates it. On success it shows a confirmation and, when available, the registered trade name.
Edit a customer
Open a customer from the list to edit:
- Name, GSTIN, phone, email.
- Billing address and shipping address (line 1/2, city, state, PIN; country defaults to IN).
- Price list — choose one so invoice line items use that list's prices instead of catalog defaults. See Price lists & bundles.
Click Save changes. A Saved confirmation appears.
Find customers fast
The customer picker on invoices and payments is a typeahead — start typing a name or GSTIN. The directory loads up to the schema maximum for filtering.