Customers

1. Open Customers and press New customer.
2. Type the name. The rest is optional but useful:

• Phone and WhatsApp, used when you share documents.
• Company / firm and GSTIN for a business customer; they print on invoices.
• Billing address (printed on invoices) and site address (where the work is).
• City, State and PIN code. The state decides whether GST is CGST + SGST or IGST.

1. Save.

Customers can also come from a converted lead, from a walk-in name typed on a quotation or invoice, or from a spreadsheet through Import & export. Customers can be added offline too.

Edit the customer and fill in:

• Company / firm: the registered business name.
• GSTIN: 15 characters. The first two digits are the state code.
• Billing address and State: the place of supply. The same state as yours means CGST + SGST; another state means IGST.

On a walk-in you can type the customer's GSTIN and state on the document itself. The Business customers card on Customers counts everyone with a firm name or GSTIN.

• On Customers, type in the search box: part of the name, phone, city or GSTIN.
• Tap a city in By city to see only customers there.
• From any page press Ctrl K (or the magnifier on a phone) and type the name: customers are listed under Customers in the results. Press Enter to open them.

On the quotation or invoice form, choose Walk-in customer and type a name (and phone if you have it). When you press Save:

• If a customer with the same mobile number (last 10 digits) already exists, the document is linked to them; nothing new is made.
• With no phone, a customer with exactly the same name and no phone is reused.
• Otherwise a new customer is added to Customers with the name, phone, address, GSTIN and state you typed.

So you can quote first and tidy up the customer record later.

Each list searches by customer name:

• Quotations: every quotation and estimate.
• Invoices: what you billed and what is still due (the Balance column).
• Projects: their jobs and stages.
• Site visits: visits and photos.

On a quotation for a returning customer, "Same as last time" offers their earlier lines.

There is no merge button, so:

1. Search for the name or phone on Customers.
2. Decide which record to keep (usually the one with quotations or projects).
3. Copy any missing phone, GSTIN or address into it and save.
4. Delete the extra record with its bin.

Quotations and invoices made for the deleted record keep the customer's name, phone and address printed on them; they simply stop being listed under that customer.

Duplicates usually come from typing a walk-in with a different phone format. Type phones as 10 digits and the existing customer is found.