How to create a customer

To get started, go to Masters - Click on Customers

Click on 'Add Customer'.

1 - TDS Percentage %:

Enter the percentage of TDS your customer deducts from the subtotal of your invoices. The percentage entered here will be used to auto-calculate the TDS while entering receipts.

2 - Invoice’s default due date after - number of days:

Enter the number of days beyond which the invoice would be overdue for this particular customer.

3 - Default Discount %:

If there is any discount applicable on the taxable invoice for this customer, you can enter the percentage of the discount in this field.

4 - Select base city fuel surcharge:

Select a city for Fuel surcharge calculations to be based on the rates of this city. Rates can be entered in the Custom pricing box.

5 - Branches:

Use this to limit the visibility of the customer only to specific branches.

6 - Country (Used for export class E-invoice):

If e-invoicing is enabled for your business and an e-invoice is to be created for an international customer, you will need to select a country for the same.

7 - Default Tax Classification - Used in Invoice for Tally:

Select the tax classification for this customer through the drop down menu.

8- Custom field Related- Customer ID:

This will show the customer name from which settings for custom fields can be copied.

9- Reverse Charge Applicable:

Use this to select if GST-related reverse charges are applicable to this Customer.

10- Surcharge %:

Surcharge percentage can be used to add an extra percentage amount to your invoice total. It is normally used to add card charges.

11- Default Car Hire Charges Discount %:

A percentage (%) number entered here would be used to automatically calculate a default discount on the 'Car hire charges' for all invoices of this customer.

12- Forced Fuel Type:

Select the fuel type you would like to use to calculate fuel surcharge always irrespective of the fuel type of the vehicle allotted to the Duty.

13- Default Feedback Form:

You can set a default feedback form that will be shared with the passenger once a duty has been completed.

14- Default Company:

The company (sister company) you select here will be associated with this customer by default.

15- Branches:

If this customer is managed by a specific branch, you will be able to set the branch through which to manage the booking to billing process.

Booking / Duties Settings

1 - Cities - Limit ability to add bookings to these cities:

If any cities are entered here, only those cities will be visible while adding a booking for this Customer. To enable duties to be added in all cities, leave this blank.

2 - Duty Types - Limit ability to add bookings to these Duty Types:

Use this to set the Duty Types that you provide to the customer. If any duty types are entered here, only those duty types will be visible while adding a booking for this customer. Leave blank to enable selection of all your duty types.

3 - Vehicle Group - Limit ability to add bookings to these Vehicle Groups:

Use this to set the Categories - Vehicle Groups that you provide to this customer. If any vehicle groups are entered, only those vehicle groups will be visible while adding a booking for this customer. Leave blank to enable selection of all vehicle groups.

4 - Applicable Supplier Ids (Supplier allotment will be restricted to these suppliers only):

Use this to set default suppliers that will be visible during allotment of this customer’s duties. If any suppliers are entered here, supplier allotment will be restricted to these suppliers only

5- Labels - Applied to Booking:

Select the default labels to be assigned to all bookings of this customer.

6 - Cities - To only consider extras that have a higher total cost on the invoice:

For some customers, you might be charging either Extra KM or Extra HR charges only based on whichever has a higher value. Enter the city in which you would like this type of calculation to take place.

1 - Applicable Taxes:

All the taxes that are applicable to this customer can be added to this section

2 - Applicable Interstate taxes:

If you raise invoices under multiple GST numbers, you can setup default Interstate taxes that will be automatically selected as per GST number of customer and company on invoice

3- Driver Allowance settings:

4- Duty type type timings:

You can define timings for extras to be calculated based on Local, Outstation and Monthly duty type packages.

5- Notes:

Notes entered here will be visible while adding a booking, sending SMS & Email, creating placards & generating invoices for this customer.

6- Files:

This can be used to save any files related to this particular customer.

7- Invoice Terms & Conditions:

Use this if you have different Terms & Conditions for a specific customer.

8 - Customer Code:

A unique code associated with a particular customer which can be used to export data to any other accounting system.

9- Always hide ‘Original for recipient’ on invoice:

Check this box if you would like to prevent TAX INVOICE from being printed on your invoice.

10 - Active:

Check this box if you would like to add bookings from this Customer. If left unchecked, this customer will no longer be visible while adding bookings.