InvoiceKaroInvoiceKaro
Launch

User Guide

Customers

Build your customer CRM — add and edit contacts with photo, GSTIN, MSME/Udyam, payment terms and per-channel notification preferences, all reusable across invoices.

Your Customers tab is a lightweight CRM. Save a customer once — with their GSTIN, state, payment terms and how they like to be contacted — and reuse them on every invoice, quote and reminder.

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The Customers list — your reusable contact directory.
The Customers list — your reusable contact directory.

Add a customer

  1. 1Open the Customers tab and tap Add customer.
  2. 2Enter the basics — name, phone, email and state (the state drives GST on their invoices).
  3. 3Add a GSTIN if they're registered — it's an optional field.
  4. 4Optionally add a photo from your camera or gallery, set payment terms, and choose their notification channels.
  5. 5Save — the customer is now ready to pick on any invoice.
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Adding a customer with GSTIN, state and notification preferences.
Adding a customer with GSTIN, state and notification preferences.

What you can store

FieldWhy it matters
Name, phone, emailContact details used to deliver invoices and reminders.
StateDetermines CGST/SGST vs IGST on the customer's invoices.
GSTINAn optional field for GST-registered buyers.
PhotoA quick visual cue in your list — added via camera or gallery.
MSME / UdyamRecord the Udyam number and category for MSME suppliers and buyers.
Payment termsThe credit period you offer, used when setting due dates.

MSME / Udyam details

For MSME relationships, capture the customer's Udyam number and category. This matters under the MSMED Act, where buyers must pay an MSME supplier within 45 days — InvoiceKaro tracks this for you in the Payment Health view. See Collect.

Notification preferences

Each customer has per-channel preferences for SMS, WhatsApp and Email. When you send an invoice or reminder, InvoiceKaro respects these choices automatically.

Tip
Set the right channels up front so every send and reminder reaches the customer the way they prefer. See how sends use these in Sending invoices & reminders.

Edit & reuse

Open any customer to update their details — changes apply to future invoices. Because everything is saved here, creating repeat invoices for the same client is just a matter of picking them from the list.

Note
With a customer saved, head to Creating a GST invoice.