How to create E-invoice?

Here’s a detailed guide on how to create an e-invoice in your system:

Step 1: Activate E-invoice Feature

  1. Navigate to “Settings > Statutory Information > GST Details.”
  2. Click on “Edit” in GST details.
  3. In the edit mode, find the “E-invoice enabled?” option and change it from No to Yes.

Step 2: Generate E-invoice API Username and Password

  1. Upon enabling e-invoice, you’ll be prompted to enter the E-invoice API username and password.
  2. You have to create the API credentials, follow the link provided to learn how to generate them: How to Generate E-invoice API Username and Password.

Step 3: Fill E-invoice API Credentials and Update Settings

  1. Enter the generated E-invoice API username and password.
  2. Click save to update the settings changes.

Step 4: Create Sales Invoice

  1. Proceed to create a sales invoice in your system as usual.

Step 5: Generate E-invoice

  1. After filling in the invoice details, click on the “Save” button.
  2. A popup will appear, asking if you want to generate an e-invoice.
  3. Select the “Generate E-invoice” option.

    Confirm to generate the e-invoice for the invoice created.

Step 6: Check E-invoice Status

  1. After successful generation, an icon indicating the e-invoice status will be displayed against the invoice.

Congratulations! You’ve successfully created and generated an e-invoice using your system. This process ensures compliance with e-invoicing regulations and allows you to seamlessly generate and manage e-invoices for your transactions.