What is Customer Master?
Centralized repository for all your customer information and transaction history
Customer Master is a screen in EZTax.in GST Accounting Software where you create, upload, and maintain customer information to quickly select when creating invoices, track revenue by customer, monitor aging, calculate taxes, and maintain comprehensive customer activity records.
Customer Types
Registered, unregistered, Input Service Distributor (ISD), composition, export, and SEZ customers
Contact Details
Store mobile numbers, email addresses, and multiple address types
Sales Tracking
Monitor revenue, aging, taxes, and all transaction activity per customer
Quick Selection
Pre-populate invoice details instantly when you select a customer
Retail Business Tip: If you run a B2C retail business where you don't track individual customers, create a generic customer like "Walk-In" to track all walk-in sales. Alternatively, create invoices without specifying a customer.
Creating a Customer — Step by Step
Add and configure customer information in EZTax.in
You can click the Add (+) button in the tax invoice screen or press Alt+C shortcut to create a new customer on-the-fly. You can also create customers directly from the Customer Master screen before invoicing.
1
Customer/Trade Name
Enter the name of the customer or business name as it should appear on invoices. Use the official trade name registered with GST authorities.
2
Customer Type
Select the applicable customer type: Regular, Unregistered, Composition, Export with Payment, Export without Payment, Input Service Distributor (ISD), SEZ with Payment, or SEZ without Payment. This determines tax treatment and invoice compliance.
3
GSTIN Number
If the customer is registered, enter their 15-digit GSTIN. Format:
36AAAPA1234A1ZA (first 2 digits = state code, next 10 = PAN, last 3 = serial code).4
Reverse Charge
Mark if reverse charge mechanism (RCM) applies to this customer. By default, RCM is not applicable for most customers.
5
Mobile Number
Enter a valid 10-digit Indian mobile number for contact and OTP verification purposes.
6
Email Address
Provide the customer's email address. Used for sending invoices and communications automatically.
7
Billing Address
Enter the complete address where you bill the customer, including flat number, area, city, state, postal code, and country.
8
Shipping Address
Enter the address where goods/services are actually delivered. This may differ from the billing address.
9
Save Customer
After completing all required fields, click Save to securely store the customer details in your database.
Customer Type Guide: Choose Regular for GST-registered businesses that can claim input credit. Unregistered for non-registered buyers (B2C). Composition for businesses under GST composition scheme. Export types for overseas customers (zero-rated). ISD for Input Service Distributors.
Managing Customers Effectively
Best practices for customer database organization and communication
Send SMS & Email
Communicate with customers directly. Send festive greetings, discount codes, or new product announcements via SMS and email through EZTax.in.
Update Anytime
Edit customer details, billing address, or contact information anytime. Changes apply to future invoices automatically.
Track Performance
View total sales, outstanding payments, aging reports, and transaction history per customer from their profile.
Bulk Operations
Import customers via Excel, update multiple records at once, and streamline data entry at business scale.
Communication Tip: Use EZTax.in's SMS and email features (via Sales > Masters > Customers & Suppliers SMS & Emails) to maintain relationships. Verify your SMS credits before sending bulk messages. Contact support if you need additional SMS credits.
GST Compliance Essentials
Customer master fields that impact GST returns and compliance
Accurate GSTIN
Ensure GSTIN is correct for all registered customers. Incorrect GSTIN leads to ITC rejection and GST audit scrutiny.
Correct Customer Type
Proper classification ensures correct tax calculation (CGST/SGST vs IGST) and correct reporting in GSTR returns.
State Code
Use the correct state code in customer address. This determines inter-state supply classification and IGST applicability.
Complete Contact Info
Maintain accurate email and mobile for invoice delivery and GST communications from authorities.