Client/Customer Registration

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Client/Customer Registration

A client/Customer is a company's source of business and revenue.Admin can register the customer/Client using mentioned steps below.


Finance Admin


Finance Admin » Market » Add Client


  • Finance policy must be created
  • Finance Admin Role to User

Terminologies Used

  • GSTIN : GSTIN is GST identification number or GST number.

Inputs Needed

  • Customer Details
  • Customer Specialization details
  • Contact Person Details
  • Customer Tax Payer Details
  • Customer Services Details(Including Applicable Tax)


  • Able to register New Customer/Client
  • Able to View/Edit Customer Profile
  • Able to Upload Multiple Customer using Excel upload option

Step by step:

1.Add New Customer
Client-Customer Registration.png
Client-Customer Registration1.png