Select the “Customers” option from the dashboard on the left.
Now click on “+Add New Customers,” present at the top right corner of the screen.
A new form appears. Here, enter the basic details like Name, mobile number, and email.
Note: You can always add or edit the details later.
Fill in the GSTIN number (same state) and the company name of the customer.
(You can also add details like billing and shipping address, PAN number, opening balance, date of birth, etc.)
Note: CGST and SGST are applicable only when the customer you are billing is in the same state as your business and shares the same state GSTIN number.
If your customer isn't a GST-registered business, then they are considered as B2C, and CSGT and SGST will be applied to the invoices you create with that specific customer.
Now, Click on the “Save Customer” button at the top right corner of the screen to add the customer.
Congratulations! You have successfully added a new customer. A pop-up will appear at the top of the screen informing the same.
First, go to sales on the left-hand side of the dashboard. After clicking on 'sales', A drop-down menu appears.
Select Invoices from the drop-down menu and click on "Create Invoice” from the top right-hand corner of the screen.
Now, select the customer you have created with the same GSTIN number.
(And fill in the necessary details like due date, reference number, etc.)
You can select existing products from the drop-down list or add new products by typing in their details manually.
To add more products, click on ‘+ Add New Product’, which will add new item rows.
Also, Click on ‘+ Add to bill’ and add the rest of the product details like quantity, category, discount, etc.
Also, add additional charges (if applicable) and create or edit notes, as well as terms and conditions.
Your Invoice with CSGT and SGST is ready.
You can now share it via WhatsApp, SMS, or Email with your customers.