Add a Customer or Vendor in BillClap

Before you bill someone, add them as a party. If they are GST registered, just type their GSTIN and BillClap fills in their business details for you. Customers and vendors (suppliers) are added the same way.

Step 1: Fetch Details from the GSTIN

1. In the left menu, open Parties, then Parties Details. Your customers are listed here
2. Click New Customers
3. If your customer is GST registered, type their GSTIN and click Fetch Details
4. In seconds, BillClap fills in their business name, full address, pincode, city and state

💡 Tip: Always start with the GSTIN for registered businesses. It avoids typing mistakes and makes sure the correct GSTIN prints on your B2B invoices and appears in your GSTR-1.

Step 2: Add Contact Details

• Add their phone number and email, so you can send them invoices and reminders
• No GSTIN? Just type the address and pincode — BillClap still fills in the city and state
• Shipping address: it uses the same address by default. Untick Shipping Address same as Billing address to add a different one

Step 3: Set Credit Terms and Opening Balance

1. Open Additional Details
2. Set a credit period (in days) and a credit limit if you give this party credit
3. If the party already owes you money, choose To Collect and enter the amount as the opening balance. If you owe them, choose To Pay
4. Click Save and Update. The new party appears in the list with their balance

Adding a Vendor (Supplier)

Open the Vendors tab and click New Vendors. The form works exactly the same way. You can also add a vendor directly while creating a purchase bill, using Add Vendor.

Frequently Asked Questions

Q: Fetch Details shows no data.

Check the GSTIN carefully — it must be a valid 15-character GSTIN. If the details still don't load, fill them in manually.

Q: What is the difference between To Collect and To Pay?

To Collect is money the party owes you. To Pay is money you owe the party.

Q: Can I add a party while creating an invoice?

Yes. You can add a new customer or vendor from the invoice or bill screen without leaving it.

Need Help?

Our support team is available:

• 📞 Call/WhatsApp: 8882468190
• 📧 Email: support@billclap.com
• 🕐 Support Hours: Monday to Friday, 10 AM – 6:30 PM