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Sales & invoicing · 4 steps

Add a customer

Save a customer's GSTIN, state and contact details once, so every quote and invoice for them fills in automatically.

1Open Customers

In the left menu open Sales & Invoicing → Customers. The list shows each customer's GSTIN, state, how much you've billed them and what's Outstanding. Choose the + button at the bottom right to add one.

Scalar360 screen: Open Customers
Numbered outlines show what to click, in order.

2Fill in the customer's details

Only Name is required. Add the GSTIN for a registered business and set the State — it decides whether invoices charge CGST + SGST or IGST. Phone, Email and Address are printed on invoices and used when you email them.

Scalar360 screen: Fill in the customer's details
Numbered outlines show what to click, in order.

3Save the customer

Choose Save Customer. The customer appears in the list straight away and in the Select customer search on invoices, quotes and sales orders.

Scalar360 screen: Save the customer
Numbered outlines show what to click, in order.

4Open a customer to see their history

Click a customer in the list to see Total billed, Outstanding and their full Transaction history. Use Edit to update their details, or Invoice to start a new invoice with the customer already chosen.

Scalar360 screen: Open a customer to see their history
Numbered outlines show what to click, in order.
Create a GST invoiceBill a customer with the right CGST/SGST or IGST split, then issue the invoice so it can be shared and paid.Create a quote and convert it to an invoiceSend a customer an estimate with GST worked out, then turn it into an invoice in one click once they agree.

Still stuck? Contact our support team — or start a free trial to try this in your own company.