ClearTax GST Software-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

• 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