How to add a new customer having GST registration?

There are two methods to add a new customer on BizPilot. 

Method 1: From Home Screen 

Click on the (+) plus sign at the top of the screen. 

Select the option Add a new customer. 

Select the GST treatment Registered. If the customer you are creating does not have a GST registration, follow the procedure to add a GST-unregistered customer. 

Enter the GST number of this customer. When you enter the accurate GST number for this customer, their business name and address will appear in the box. Click add and proceed further. 

The next box is for the customer /company name; enter the correct name. 

The main address box will display the exact address of GST registration. You can edit the address and provide more details in this section. 

You can add Shipping address by clicking on Add another address. 

The shipping address section consists of 6 boxes. Enter all the correct details. You can add multiple shipping addresses for a customer and choose accordingly while creating an invoice. Also, you can add a new shipping address at the time of creating an invoice.   

The following two boxes are for Place of supply and Taxpayer type, which will be automatically filled since the customer you added has GST registration. 

Choose currency type, and enter contact details, i.e., the customer's mobile number and email address, in the following boxes. 

Select the payment term as per your preference.  

Finally, add the new customer to your list by clicking the save button at the bottom of the page. 

Method 2: While creating an invoice  

You can add a new customer while creating an invoice by following these steps. 

Follow the first 2 steps of creating an invoice. 

While choosing the customer from the dropdown, click on the option Add a new customer, which will be at the bottom of the dropdown. 

After this step, the procedure to add a new customer having GST registration is the same as method 1. 

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