Knowledge Base

Knowledge Base

Customer Details

Summarize with:

By Krupali

Updated on May 28, 2026

This section allows you to view all your customers details.

Go to the GST/HSN section and then navigate to Customers.
You can also edit the following customer details: Company Name, GST Number.

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• Step-by-Step Guide to Set Up and Configure WebPlanex: GST Invoice India Plugin

• Getting Started with App Setup and Configurations. • Setup GST and HSN for your Products • Bulk Update GST/HSN for Products • To Create a Custom Product • Customer Details • To Sync Products • A Comprehensive Guide to Importing and Exporting Product Data with GST% & HSN

• Viewing and Downloading GST Invoice • How to Update Invoice? • GST Invoice Not Created? • Order or Settings Updated but Changes Not Showing? • Payment QR Code in Invoice for Pending Orders • Send GST Invoice Email to Customer • Reset Invoice Numbers • Create Offline Orders • Print Shipping Labels • Print Delivery Note • Print Packing Slip • Edit Labels Details

• Generate Estimates / Quotations • Generate Bill • Use of Payee in Bill Section

• B2B Invoice Implementation – Checkout Page • Invoice Download Button - Order Notification Email. • Invoice Download Button – Customer Account Page • Convert Foreign Currency to INR • Enable Custom Sequential Order Numbers for WooCommerce Orders

• Invoice Template Customizer

• How to Generate General Order Reports ? • How to Generate Offline Order Report ? • How to Generate Credit Note Report ? • How to Generate Customer Ledger (B2B) Reports ? • How to Setup Report Template? • How to Generate and Download GSTR-1 Reports in WebPlanex ? • How to Generate and Download GSTR-3B Reports in WebPlanex ? • How to Generate and Download GSTR-9 Reports in WebPlanex ?

• How to Download multiple Invoices? • How to setup my Invoice branding? • How to setup Shipping GST in invoices? • How to setup GST for export orders? • Automatic email notifications to customers settings? • How can I change Invoice template? • How to set up my own SMTP Server to send emails? • How to cancel offline order? • How to change invoice number? • How you can put your Bank Detail in the invoice? • What is a credit note, and when is it generated in our plugin? • How to Generate GST Report ? • Why Are Offline Orders or Estimates Showing an Incorrect Customer Address? • Bulk Download Documents from WooCommerce Orders Page • Download Documents from WooCommerce Orders Page • Download Documents from WooCommerce Order Detail Page