Request a demo

Thank you for your response

Our representative will get in touch with you shortly.

Please Fill the Details to download

Thank you for your response

India’s #1 GST software

1 click autofill GSTR-3B with G1 and 2B data

Download 2B data for multiple months in < 2mins

GSTR-2B vs purchase matching in under 1 min

OR
India’s No 1 GST software

Save upto 7% in taxes

Claim 100% ITC and save ~4% GST

3x faster experience

Save 2 man days every GSTIN month

Easy to connect

Connect with 100s of ERP’s, import data error-free

ClearTax GST Software-How to Add, View, Bulk Import Contact and Collect GSTIN

Updated on:  

08 min read

In this article , we will be discussing about how to add, view, bulk import contact and collect GSTIN.

How to Add a New Contact while Creating a Sale Bill?

While creating a sale bill, to add a new contact follow the below-mentioned steps:

  • Click on Add New Contact
add new contact1
  • Under Customer Or Vendor Name, add the name of your customer’s business
  • Under Contact person, add the name of the person you will communicate with
  • Insert the customer’s GSTIN
  • Enter the other details and then click on Save
add new contact

This saved information will reflect in your contact list and you will never have to fill in these details again Watch a Video on How to Add a New Contact

How to View All Contacts in ClearTax GST?

To see the details of every customer on your contacts list follow these steps:

  • Click on the Quick Action button
  • Go To Settings. Click on it and select the option View Contact List
  • Click on the View Contact List option
quick action contact
  • Every relevant information will be displayed here
view all contact
  • To change the contact details, double-click on the Contact tab and after you have made the changes, click on Save
update contact

This way, you can change any previously stored information about your customers

How to Bulk Import Contacts of Customers/ Vendors?

To bulk-import your contacts, follow the steps mentioned below:

  • Go to your business dashboard and click on ‘Dashboard’
16
  • From the top panel, click on ‘More‘ and click on ‘Contact Master
17
  • To add contact list click here
18
  • To download a sample excel click here.
19
  • fill the downloaded excel with contact details and save it on your computer
20
  • Browse and upload that file.
  • On successful upload, the below screen will appear. To view the list of contacts, click on ‘contacts master’ under ‘More’
21
  • The list of contacts added is available here
22

How to Collect GSTIN of Customers/ Vendors?

  • Go to your business dashboard and click on ‘Contact Master’ under ‘More’ option
17
  • Select the customer or vendor and click on Request GSTIN
24
  • Requested customer or vendor will receive a message on their phone with a link
25
  • The customer has to click on the link and fill the details as directed. Next click on ‘Continue’
gstin collect2
  • Now fill the address line of details and click on ‘Submit’
26
  • Customer’s GSTIN will be updated on your dashboard

Watch a video on How to Collect GSTIN of Customers/ Vendors

inline CTA
India’s Fastest and Most Advanced 2B Matching
Maximise ITC claims, use smart validations to correct your data and complete 2B matching in <1 minute