Template

Customer Master Template

A single source of truth for every customer — GSTIN, billing/shipping address, state code for correct IGST/CGST, credit limit and payment terms.

CUSTOMER MASTER

Company: [Name]  |  Maintained by [Accounts Team]  |  Last updated [DD/MM/YYYY]

Cust IDCustomer NameGSTINState (Code)Billing AddressContact / EmailCredit Limit (₹)Payment Terms
[C001][Alpha Retail Pvt Ltd][27AAACA1234A1Z5][Maharashtra (27)][Shop 4, MG Road, Pune 411001][+91 98xxxxxx / ap@alpha.in][2,00,000][Net 30 days]
[C002][Beta Enterprises][29ABBCB5678B1Z2][Karnataka (29)][No. 12, 5th Cross, Bengaluru 560001][+91 90xxxxxx / accts@beta.in][50,000][Advance / COD]
[C003][Gamma Traders (Unreg.)][URP – Unregistered][Delhi (07)][Plot 9, Karol Bagh, New Delhi 110005][+91 99xxxxxx / gamma@mail.in][25,000][Net 15 days]

How to use: Assign a unique Customer ID and verify each GSTIN on the GST portal before onboarding. The 2-digit State Code drives whether you charge IGST (inter-state) or CGST+SGST (intra-state). Set a credit limit and payment terms per customer, and mark unregistered buyers as "URP". Review credit limits quarterly against the debtors ageing report.

Before you use it — fill in / check

  • Customer ID
  • Customer name
  • GSTIN
  • State & state code
  • Billing / shipping address
  • Contact & email
  • Credit limit
  • Payment terms

How to use this template

  1. Read through and replace every [bracketed] or blank placeholder with your actual details.
  2. Delete any clause that doesn't apply and add anything specific to your situation.
  3. Click Print / Save as PDF to download, or Copy text to paste into your letterhead.
  4. Get it signed / stamped / notarised as required, and keep a copy for your records.

This is a general, editable template for convenience only — not legal advice. For anything material, have a professional review it. TaxClue isn't liable for how it's used.