How do I add GST details for a client?

You can add a client’s GST details in several places:

• While creating a Proforma Invoice: at the top, click Buyer Billing/Address Details to enter or update billing information, including GST.
• Trip Source (Organization tab): open the Trip Source under Organization, edit it, and add the billing details at the end of the form.
• B2C section: click the pencil icon to edit, where you can add the client’s billing details.

Related documentation

• Contact and Billing Addresses
• Proforma Invoices