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How to Add PAN and Aadhaar Details to a Party

Know how to add PAN and Aadhaar Details to a Party in myBillBook

Written By Team Flobiz

Last updated Almost 2 years ago

Feature Overview

Adding PAN and Aadhaar details to a party in myBillBook simplifies business record-keeping by maintaining accurate and mandatory identification information. This feature ensures seamless invoicing and compliance with government regulations while customizing your business details effortlessly.

Steps to Add PAN and Aadhaar Details to a Party

Step 1: Add PAN Details

  1. Navigate to the Parties screen using the navigation bar.

  2. Click on Create Party.

  3. In the Business Info section, locate the PAN number field.

  4. Enter the PAN number and proceed with other details as required.

  5. Save the party to finalize.

Step 2: Add Aadhaar Details

  1. Go to the Settings icon located at the top-right corner.

  2. Select Add Fields to Party.

  3. Click on + Add Custom Field.

  4. Name the custom field as Aadhaar Number and save.

  5. The Aadhaar Number field will now be available under the Other Details section for each party.

  6. Enter the Aadhaar number in this field when creating or editing a party profile.

Watch how to add PAN and Aadhaar details to a party

FAQs on Adding PAN and Aadhaar Details

Adding PAN and Aadhaar details ensures compliance with legal requirements and facilitates accurate invoicing and documentation for tax and verification purposes

Yes, you can edit or rename custom fields by revisiting the Add Fields to Party section under Settings.

While PAN and Aadhaar are crucial for businesses dealing with taxable goods/services, they might not be mandatory for all parties. It depends on the business type and regulatory needs.

 Yes, myBillBook allows creating multiple custom fields for additional details like GSTIN, TIN, etc., under the Add Fields to Party option.

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