Clients
One record per client, and what they owe
Client records with GSTINs, branches and codes, and an account of what each one owes.
The problem it solves
The same client, spelt three ways
Typed onto each invoice, one buyer ends up with two spellings, two GSTINs and two states in a year — and the return reads them as different buyers.
The wrong state, the wrong tax
A client's state decides the place of supply, and with it CGST and SGST or IGST. A state that disagrees with the GSTIN mis-taxes every invoice that follows.
What a client owes, from memory
What was billed, what came in and what the client kept back as TDS sit in different places, so the first question on a client call needs a spreadsheet.
What it does
The GSTIN decides the tax
The GSTIN and state on the record decide the place of supply and the return table
Branches of one client
Several registrations for one client, each invoiced on its own GSTIN
Their own codes first
HSN and SAC codes mapped to a client and offered first on their invoices
An account of each client
Billed, received, TDS withheld, outstanding and overdue on one page
Who it is for
Companies and LLPs
A client registered in several states kept as one record with a GSTIN per branch, and each person seeing only the clients they are allowed to.
Agencies, studios and firms
Each client's projects on their page with the value before GST, and every invoice ever raised to them one link away.
Freelancers and consultants
What each client was billed and paid, and what they withheld as TDS, ready for the day Form 26AS is checked.
Proprietors and small businesses
Buyers without a GSTIN kept too, so sales to unregistered customers still carry the right state.
How it works
What a client's page adds up
Billed, received, the TDS they withheld and what is still outstanding, with how many invoices are open and how many are overdue — the question a client call starts with, answered before the call.
| Figure | Amount | What it counts |
|---|---|---|
| Billed | ₹2,10,040 | With GST, less credit notes; cancelled invoices left out |
| Received | ₹1,92,240 | Paid into the bank |
| TDS withheld | ₹17,800 | Kept back by the client, claimed against Form 26AS |
| Outstanding | ₹0 | Nothing open, nothing overdue |
Billed is what was received, plus the TDS withheld, plus what is outstanding.
An example, not live data.
One client, several registrations
A client registered in several states keeps one record and a GSTIN for each branch. An invoice goes to the branch it is for, and its tax follows that branch's state.
An example, not live data.
Everything it covers
On each client
Their page
Codes and control
What it does not do
Questions about clients
What does a customer record hold?
Who they are, their GSTIN if they have one, and the address and state the supply is made to.
Why does the customer's state matter?
It decides the place of supply, and the place of supply decides whether the tax is CGST and SGST or IGST. Getting it wrong mis-taxes the invoice and the return that follows from it.
Does their GSTIN change anything?
It decides which table of the return the invoice lands in. A registered buyer makes it B2B; an unregistered one makes it B2C, large or small by value and place of supply.
Why not just type the customer name on the invoice?
Because documents are raised against the record, the same buyer cannot end up with two spellings, two GSTINs and two states across a year of invoices.
Start free. No card required.
1 project, 5 clients and 3 invoices a month.