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
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
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
Every relevant information will be displayed here
To change the contact details, double-click on the Contact tab and after you have made the changes, click on Save
This way, you can change any previously stored information about your customers
Watch a video on How to View all Contacts
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’
From the top panel, click on ‘More‘ and click on ‘Contact Master‘
To add contact list click here
To download a sample excel click here.
fill the downloaded excel with contact details and save it on your computer
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’
The list of contacts added is available here
Watch a video on How to Bulk Import all Contacts
How to Collect GSTIN of Customers/ Vendors?
Go to your business dashboard and click on ‘Contact Master’ under ‘More’ option
Select the customer or vendor and click on Request GSTIN
Requested customer or vendor will receive a message on their phone with a link
The customer has to click on the link and fill the details as directed. Next click on ‘Continue’
Now fill the address line of details and click on ‘Submit’
Customer’s GSTIN will be updated on your dashboard
Watch a video on How to Collect GSTIN of Customers/ Vendors
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
This way, you can change any previously stored information about your customers
Watch a video on How to View all Contacts
Watch a video on How to Bulk Import all Contacts
