Add a customer with PIN autofill
Add a customer once, with a GSTIN that fills the state and PAN and a PIN that fills the address, so every invoice for them is right.
A customer’s GSTIN, address and state code are read from their record every time you bill them, so it pays to add them carefully once. Most of the typing is done for you.
Add the customer
- Open the form
Go to Customers and choose Add customer. You can also do it in the middle of an invoice: type the name in the customer box and choose Create “name”. The same form opens beside the invoice (at the bottom of the screen on a phone), and the new customer is selected when you save.
- Enter the name
Only the name is required. Choose Vendor instead of Customer for a business you buy from, so it appears on purchase orders rather than invoices.
- Type the GSTIN
The first two digits of a GSTIN are the state code and the next ten are the PAN, so both are filled in as you type. The last character is a check digit: if it does not match, ForgeDocs tells you there is a typing mistake before the number reaches an invoice.
- Type the PIN code first
In the billing address, start with the 6-digit PIN. ForgeDocs looks it up in the India Post directory and fills the city, district, state and GST state code. Then add the street address on the first two lines.
- Add a shipping address if goods go elsewhere
Leave Shipping same as billing on when you deliver to the billing address. Turn it off to add a site office, a warehouse or an address in another state, with its own PIN autofill and state code.
- Add contact details and save
Email and phone are optional. Payment terms you enter here are printed on this customer’s invoices and quotations. Choose Add customer.
Why the state code matters
The customer’s state code, compared with yours, decides whether their invoices charge CGST and SGST or IGST. See GST and place of supply.
Change a customer later
Open the customer from Customers to edit their details, addresses and contacts, and to see every document issued to them. Changes apply to documents you create from then on. Documents already issued keep the details they were issued with.