Why does the customer's state matter?
Because it decides the tax head on every invoice you raise for them. A wrong state means the wrong tax on all of their invoices, so it is the field most worth double-checking.
Customer recordsCustomers
Customer records, GSTIN, ledgers and statements.
Can I verify a customer's GSTIN?
Yes. A GSTIN can be verified rather than just typed, and the record keeps track of whether the number was verified, entered manually or matched from a local lookup.
If I correct a customer's state, do their old invoices change?
No. An invoice stores the tax it was raised with, so correcting the customer record afterwards does not rewrite documents you have already issued. New invoices use the corrected state. If an already-issued invoice carries the wrong tax head, that is a correction to make on the invoice itself โ usually via a credit note, which your accountant can confirm.
Which address decides the tax on an invoice?
The state used for the place-of-supply comparison. Billing and shipping addresses are stored separately precisely because they can differ โ if you ship somewhere other than where you bill, check which one the invoice has used before issuing it.
How do I see what a customer owes me?
Open their ledger. Invoices, payments and notes roll into a single running balance, and you can send them a statement of account covering a period.
Can I set agreed rates for a particular customer?
Yes, on the plans that include pricing groups. Attach the customer to a group and their agreed rates are applied automatically rather than being remembered per invoice.
Can I keep supplier records too?
Yes. Suppliers are a separate directory with their own ledgers, used by purchase bills and purchase orders.
Other help topics
Getting started
Setting up your business and raising your first invoice.
InvoicesBuilding, numbering, styling and sending your invoices.
GST on invoicesHow the software applies GST โ and where to ask a professional instead.
Payments and remindersRecording what you have been paid and chasing what you have not.
QuotationsQuoting, revising and converting to an invoice.
Expenses and purchasesRecording spend, purchase bills and bank reconciliation.
Plans and billingLimits, upgrades and what happens to your data.
Account and teamLogins, team members, permissions and notifications.