How to add a foreign customer?

How to add a foreign customer?

You needed to create foreign customers separately, requiring a LUT certificate to carry out transactions with them. There are two methods to add a foreign customer, 

Method I: From the Home Screen 

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




Select the option Add a new customer. 



Select the GST treatment unregistered as this is a foreign customer. 
Enter the name of the customer/ company in the next box. 



The next five boxes are for the address of the customer Enter all the correct details in all the main address boxes. 



You can also add a shipping address by clicking on Add a new address, if the shipping address differs from the main address. 
The shipping address section consists of the same boxes as the main address section. Fill all the boxes with the correct details and proceed further. 



The next box is for Place of supply, which will automatically be selected according to the main address. The Taxpayer type will also be automatically filled as Overseas as the customer is of foreign origin.



Choose a currency type and enter contact details, i.e., the customer's mobile number and email address, in the following boxes. 
Note: once you select the currency for a customer, you will not be able to change it, and all the transactions directed towards this customer will have the same currency type.  
Lastly, select the payment term from the following options, and click Save and create customer. 


 

Method II: While creating an invoice 


By following these steps, you can add a new foreign customer while creating an invoice. 
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 foreign customer is the same as method 1. 


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