Adding A Customer - LEDGERS Guide

Adding A Customer to you LEDGERS is the first step to begin issuing estimates, invoices and tracking payment or receivables. In addition to basic accounting, using LEDGERS you can also keep track of your customers and verify the GSTIN on a real-time basis. LEDGERS Software is free.

You can start using LEDGERS by signup today.

Simple Steps to Add a

You can easily create add a customer on LEDGERS GST software by following these steps:

Login to your LEDGERS account. You can log in using this link.
Once you have logged in to your account, select the business you would like to add a customer.
Go to Contacts -> Add Customer.

Add Customer on LEDGERS GST Software

You will only have to provide a name to add a customer in LEDGERS. All other fields are optional. In case all other fields are left blank, the place of supply for the customer would be taken as the location of business of the supplier. If a customer is not registered for GST, you can leave the B2B or Customer

Registered under GST? as No, Unregistered. In case, you select Yes, GSTIN of the customer would have to be provided under Customer GSTIN in a valid format or left blank. If you enter a GSTIN, then the GSTIN will be checked against the GSTN Network and the Business Name as per GSTN will be auto-filled. If you do not know the GSTIN of the customer, you can leave the GSTIN blank and the customer would receive an email for updating GSTIN on your LEDGERS. The customer using the link can directly update billing details and the information will be ready for your verification under Customer On Boarding. If you accept the information provided the customer, the customer master would be updated. Once the information and address tab is updated with the necessary information, you can update the tax tab. In the tax tab various information about the customer like PAN, TAN, TDS applicability, currency, preferred payment method and terms of payment can be updated easily. Also, you will be able to update if a reverse charge is to be applied on default for this customer.

LEDGERS - Customer Portal

In the customer portal tab, you can select if the customer is to be provided access to the customer portal by default. The default option is NO. If yes is selected, any customer added to LEDGER would receive a welcome email requesting them to verify the information you had updated as their billing details. In case of any changes, the customer can make the changes and the suggested changes would be held for approval. If customer changes are accepted, the customer master would be updated with the most recent information.

Sample Customer Verification Screen

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Frequently Asked Questions

Common questions about Adding a Customer on LEDGERS GST Software.

You can start using LEDGERS by signing up for the free software today. The article provides a link to log in to your LEDGERS account and begin adding customers and businesses.

While you will only have to provide a customer's name to add them in LEDGERS, other fields like address, GSTIN, tax details etc. are optional. If left blank, the place of supply will be taken as your business location by default.

If you enter a customer's GSTIN, LEDGERS will check it against the GSTN Network in real-time. The business name from GSTN will then be auto-filled for that GSTIN.

If you don't have the customer's GSTIN, you can leave that field blank. LEDGERS will then send an email to the customer requesting them to update their GSTIN and billing details through a provided link.

Yes, through the 'Customer On Boarding' process, customers can directly update their billing details and GSTIN. You can then verify and accept the information provided by the customer.

In the Tax tab for each customer, you can add details like PAN, TAN, TDS applicability, preferred currency and payment methods, terms of payment, and whether reverse charge applies by default.

Under the 'Customer Portal' tab, you can select whether to provide that particular customer access to their own portal by default or not.

If portal access is enabled, the customer will receive a welcome email asking them to verify the billing details you entered for them. They can suggest changes which you can review and approve.

Yes, all customer information including billing details, GSTIN, tax settings etc. can be updated later as needed through the customer master record in LEDGERS.

Yes, if a customer suggests any changes to their billing details or GSTIN through the portal, those changes are held for your approval first before updating the customer master record.