How to Auto-Fill Party Details Using GST Number

Know How to Auto-Fill Party Details Using GST Number in myBillBook

Written By Team Flobiz

Last updated 4 months ago

Feature Overview

Managing party details is a vital aspect of business operations, and manually entering these details can be time-consuming. The myBillBook app simplifies this process by allowing users to auto-fill party information simply by entering the GST number. This feature ensures accurate data entry, saves time, and eliminates manual errors, enhancing your overall billing experience.

Business Benefits

  1. Time Efficiency: Quickly set up parties with minimal effort.

  2. Accuracy: Eliminate the risk of errors in party details.

  3. Compliance Ready: Maintain accurate records that comply with GST regulations.

  4. Enhanced Productivity: Focus more on growing your business rather than administrative tasks.

Steps to Set up Auto-Fill Feature

Follow these simple steps to auto-fill party details using the GST number in myBillBook:

Step 1: Navigate to the Parties Screen

  • Open the myBillBook app.

  • Use the bottom navigation bar and select the "Parties" option.

Step 2: Create a New Party

  • Tap on the "+ Create Party" button.

Step 3: Enter GST Number

  • Under the Business Info section, locate the GST Number field.

  • Enter the party's GST number.

Step 4: Auto-fill Details

  • If the entered GST number is valid, the system will automatically retrieve and populate the party's details (e.g., name, address, and contact information).

  • Review the details for accuracy.

Step 5: Save the Party Details

  • Confirm the information and tap on "Save" to add the party to your records.

FAQs Setting Up Auto-Fill Feature