Customer Records
The customer's state decides the tax on every invoice you raise for them. Get that record right once and the rest follows.
Included on the Starter plan and above.
Why Choose This
A customer record holds the GSTIN, state, addresses and contacts that your invoices depend on. It is shared across your billing profiles, so the same customer is one record no matter which of your businesses bills them.
Entered once, used everywhere
GSTIN, state and billing address flow onto every invoice, quotation and credit note for that customer, so a typo cannot appear on only some documents.
GSTIN you can trust
A GSTIN can be verified rather than just typed, and the record shows whether it was verified, entered manually or matched locally.
A running ledger per customer
Invoices, payments and credit notes roll into one balance, so 'what do they owe us' is a number rather than an afternoon.
Statements on demand
Send a customer their account statement showing the transactions behind the balance, instead of a screenshot of a spreadsheet.
How It Works
Get started in just a few simple steps
Add the customer
Name, GSTIN, state, billing and shipping addresses, plus the email and phone that invoices and reminders will use.
Bill them
Pick the customer when raising an invoice or quotation and their details, including the state driving the tax split, are applied.
Watch the balance
Payments recorded against their invoices move the ledger, so the outstanding figure stays current without a separate reconciliation.
Share the statement
Send a statement of account when a customer queries a balance, or before a collection call.
Feature Deep Dive
Everything you need for seamless compliance
GSTIN verification
Validate a GSTIN rather than trusting a typed value, with the source of the number recorded on the customer.
Shared across billing profiles
Customers belong to your account, not to a single billing profile, so one customer stays one record even when two of your businesses bill them.
Separate billing and shipping addresses
Ship-to and bill-to can differ, which matters for place-of-supply on the invoice.
Customer ledger
Every invoice, payment and note against the customer in one running balance you can read top to bottom.
Statements of account
Produce a statement covering a period, showing the transactions that make up the closing balance.
Reminder controls
Exclude a customer from automated payment reminders, and honour the unsubscribe link from reminder emails.
Pricing groups
Attach a customer to a pricing group so agreed rates are applied automatically instead of being remembered per invoice.
WeSaveTax vs Others
See how we compare on what matters most
| Feature | WeSaveTax | Contact list + spreadsheet | Generic CRM |
|---|---|---|---|
| Drives GST place-of-supply | |||
| GSTIN verification | |||
| Running ledger per customer | Manual | Partial | |
| Statement of account | Manual | Partial | |
| Reminder opt-out per customer | N/A | Partial | |
| Shared across multiple GSTINs | Partial |
Frequently Asked Questions
Quick answers to common questions
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