Maintain Customer and Supplier GST Details

GST working data is only as reliable as the counterparty information captured on each transaction. Obtain details from an authorized source and review them before saving.

Capture customer billing details

The current CRM → Customers form stores the customer’s name, contact details and address, including city, state and pincode. It does not expose a customer GSTIN or separate registered-name field.

Enter tax identity when creating the invoice:

Prepare a customer invoice identity

1. In Sales & Billing → Invoices, select Create Invoice and choose the customer.
2. Under Customer Details, set Billing Name to the verified name required on the invoice.
3. Enter Billing GSTIN for a registered customer. Yepsta validates its format and checksum.
4. Review Billing Address and contact details.
5. Verify Place of Supply separately; the saved customer state does not automatically decide it.

For GST working data, an outward taxable invoice with Billing GSTIN is treated as B2B. Without a GSTIN it is treated as B2C; there is no separate B2B/B2C toggle. Do not add a GSTIN merely to change the classification.

Maintain supplier details

Permission required

Owners have full access. Managers and staff need Suppliers access; supplier bills and returns also require their procurement permissions and relevant location access.

Open Procurement → Suppliers and select Add Supplier or edit an existing supplier. Verify Supplier Name, GSTIN, address, city, state and pincode. Yepsta labels a supplier without GSTIN as non-GST in the directory.

When recording a supplier bill, confirm the supplier snapshot, vendor bill number, date, tax rates, tax components, reverse-charge setting where shown and ITC review details. Missing or invalid supplier GSTIN can prevent automatic tax suggestions, weaken purchase matching and create ITC or compliance warnings.

Protect accuracy and privacy

• Collect GST details from the counterparty or approved evidence.
• Check GSTIN, registered name, state and document date before posting.
• Do not put a GSTIN in free-form notes as a substitute for the supported field.
• Limit exports and tax records to authorized staff.
• Never store portal credentials, OTPs, bank passwords or identity documents in notes.

Important information

Yepsta validates the shape of a GSTIN but does not certify the counterparty, registration status or tax treatment. Your business must verify the evidence.

Tip

If a customer GSTIN was omitted, correct a draft before saving. For an issued record, use the supported invoice or credit-note correction path; do not assume editing the customer directory will update history.

Related guides

• Manage the Customer Directory
• Manage Suppliers
• Record Purchases and Pay Supplier Bills
• Create a GST-compliant Invoice
• Prepare GSTR-3B and Reconcile ITC

Last reviewed: 19 July 2026