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GST Billing Desktop Applicatoin - Party Master Help

1. Click Party Master.

2. Select Party ( Customer/Supplier)
How to Create Party Master in GST Billing Software

3. Enter Party Details like NAME, TRADE NAME, ADDRESSES, STATE, PHONE NUMBERS, Name of the WEBSITE and EMAIL ID, GSTIN Number, GST CATEGORY, PAN NUMBER, TAN NUMBER and AGGREGATE TURNOVERS.


Enter Details in Party Master of GST Billing Software

4. The GST IDENTIFICATION NUMBER and STATE of the Party are very important fields where you cannot afford to make a mistake.


Enter GST Number in Party Master of GST Billing Software

Tax items like Central GST,State GST and InterstateGST are decided based on the STATE id of the CUSTOMER or SUPPLIER.

Similarly, if you make a mistake in the GST IDENTIFICATION NUMBER of your party, then it may result in difficulties to finalize your monthly return.

To Add Contacts

1. Click Party Master

2. Select Party (Customer/Supplier).


Select Customer in Party Master of GST Billing Software

3. Click Add Contacts


Add Conatacts in Party Master of GST Billing Software

4. Enter Contact Person Details


Enter Conatact Details in Party Master of GST Billing Software

5. Click Save


Save Conatact Details in Party Master of GST Billing Software

To View Party Details Template

For importing individual contacts, we have provided a different excel template. You can send this template to your party. Once he fills and sends that, you can import data from the excel template directly and avoid manual data entry.

1. Click Party Master

2. Select Party (Customer/Supplier).

3. Click Import Individual

4. Click Open Template

5. Send this template to your Party through email.


View Party Details Template in GST Billing Software

To Import Individual Contacts

1. Click Party Master

2. Select Party (Customer/Supplier)

3. Click Import Individual


Import Individual Contacts in GST Billing Software

4. Click Import Data


Import Data in GST Billing Software

5. Locate the File

6. Click Open


Open File to Import into GST Billing Software

If you had this contact information already in your database, then the application will show you "Which Fields among the existing ones that you are freshly importing and the fields that are modified at this stage". You can decide either to use or discard the changes.

To Import Many Contacts

Similarly, you can import details of many customers at once if you have pre existing data. You can also use the template provided by us and copy the details in it and upload all the details at once by using Import Many option.

1. Click Party Master

2. Select Party (Customer/Supplier)

3. Click Import Many


Import many menu in GST Billing Software

4. Click Import Data


Import Data Using Import Many in GST Billing Software

5. Locate the File

6. Click Open


Select Database to Import into GST Billing Software

7. Click OK.


Perform Import Process in GST Billing Software

To View Statistics

As GST Credit can be availed by the Customer and both Customer and Supplier have to upload details in the Monthly Returns, it is critical to manage.

Once you import or enter available data in the software. Here is how you can view the Statistics

1. Click Party Master

2. Select Party (Customer/Supplier)

3. Click Statistics


Select Statistics option in GST Billing Software

4. You can see Statistics pertaining to your Party records and this will help in updating your Party database, record collection and verification.


View Statistics in GST Billing Software

To Search Data

1. Click Party Master

2. Select Party (Customer/Supplier)

3. Click Search


How to Search Data in GST Billing Software

To Search Party by Place

1. Select Country


Select Country to Search in GST Billing Software

2. Select State


Select State to Search in GST Billing Software

3. Select Place


Select Place to Search in GST Billing Software

4. Click List


List Searched Content in GST Billing Software

To Search by Party Name, GSTIN Number and PAN Number

1. Click on dropdown

2. Select Contains.

3. Enter Name / GSTIN Number and PAN NUMBER


Search by Option in GST Billing Software

5. Click List


List Search Content in GST Billing Software

To Export Data

1. Click Export


Export Search Content in GST Billing Software

2. Make a Selection


Export Selection in GST Billing Software

.

3. Click OK


Finalise the export Options in GST Billing Software

The Data will be exported in the Excel Format as shown below


View Exported Data in GST Billing Software