Dashboard
Customers
New Customer
ACTIVE YEAR
FY 2026-27
AU
Staff
Administrator User
Company Settings
Parties & Directory
Add New Customer
Register a new commercial buyer or retail customer record
Back to Customers
Identity & Contact Details
Basic party details and digital messaging channels
Customer Name
*
Email Address
Invoices and payment receipts will be emailed to this address.
Mobile Number
WhatsApp Number
⚡ Same as Phone
Customer Status
Active (Regular Trading Party)
Inactive (Temporarily On Hold)
Customer Remarks & Notes
Tax, Address & Financial Terms
GST registration, billing location, and credit rules
GSTIN / Tax ID
Leave empty if customer is unregistered or consumer.
State
State Code
City / Town
Billing Address
Default Discount Slab / Tier
No Discount (0%)
Standard / No Discount (0%)
Slab 1 (5% Auto Discount)
Slab 2 (10% Auto Discount)
Slab 3 (15% Auto Discount)
Custom Discount %
%
Automatically applies this discount to all item lines when this customer is billed in invoices.
Ledger & Credit Terms
Opening Balance (₹)
₹
Prior outstanding dues
Credit Limit (₹)
₹
0.00 for no credit restriction
Cancel
Save Customer