PRIVACY. SECURITY.
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Find, sort and export your clients, set them active or inactive, and delete several at once from the Clients list.
The client page shows how much you have billed a client, the credit they have from credit notes, and every invoice raised for them.
How each GST treatment changes the tax on your invoices, and how to read the Tax behaviour and GST readiness panels on the client form.
Update a client's contact details, GST treatment, GSTIN and place of supply, and verify the GSTIN against the GST portal.
The Create Client feature enables you to add new clients by entering their business and contact information. It helps maintain an organized client database, simplify customer management, and streamline your sales and accounting processes.