Process of E-invoicing in ServeEasy

Process of E-invoicing in ServeEasy


What is E-Invoice and its purpose?

E-invoicing or electronic invoicing is a system to generate an electronic document containing transaction information between a buyer and a seller. The Invoice Registration Portal (IRP) gives an identification number to these electronic invoices Increase efficiency in tax administration by eliminating fake invoice. All the Invoices done for a customer whose turnover is or more than 5 crores with effect from 1st August 2023 must be uploaded to the Portal as per government norms. 

Pre-requisite for implementing E-invoice:-

Gst type should be mapped as 'Regular' or 'Composite' for the customer.
GST number should be provided in the customer master. 
State should be mapped in the contact details of the customer. 
HSN code should be mapped for the Items in the Invoice.

What are the steps to register and make use of this feature?

Please follow the below steps.

  1. Enable the e-invoice menu in POS
  2. Create an account in E-invoice portal (https://einvoice1.gst.gov.in/) per GST number
  3.  In order to Create Account, Open the Portal https://einvoice1.gst.gov.in/--Click on Registration Tab--Then Click on Portal Login.
  4. Enter the GST Number and Type the Captcha and Click Go as shown in the image below.
        e-invoice-portal-registration-1

   5.  Once the GST Number and Captcha is entered, you will be routed to the screen to update the details as shown below, update the details, Click on Send OTP,  then, Enter the OTP and click ‘Verify OTP’ to verify the same.


  6.   You can skip this step, if you have already registered for API in E-way billing portal. After creating account, login to the e-invoice portal and register for API (accessible from the menu "API registration -> User Credentials -> Create API User")

Login to the E-Invoice Portal in order to register for API as shown in the image below.


      7.  You can skip this step, if you have already registered for API in E-way billing portal.   

           




 
  1. Select "Through GSP " Radio button 
  2. Choose "Zoho Corporation" as GSP and create username and password. Username and Password need not be the same as login username and password respectively. Note this username and password
  3. Login to TFA and register yourself for accessing the e-invoice APIs in "Connect to E-invoice portal" that is available from "More menu" on navigation bar. Enter the username and password that was created in 'Step 5'
  5. Make sure the username should start with "API_"
  6. After successful registration, go to "E-Invoice Dashboard" and choose the invoices to generate IRN. If you see errors in the einvoice, fix them before proceeding
  7. Finally, QR code and IRN will be available in bill print

To Generate E-Invoice on TFA (Tax Filing Application):-

1.Go to Tools>Configuration manager>Configuration

e1

2.Search as " e-invoice "  and press enter. It will open the configuration E-Invoice options which will be available under Billing.

e2

e3

As shown in the image, This config is having four different options that can be enabled based on the requirement.
1.None -Doesn't generate IRN number .
2. Allow to generate IRN- customer can generate e-invoice for his bills made.  customer has to push the IRN from the portal manually.
3. Allow to generate IRN automatically - customer can generate e-invoice for his bills instantly while saving the bill itself.  IRN will be generated automatically.
4. Restrict print - bill print will be generated only if the IRN number is generated for the bill

3.If the option "Allow to generate IRN" is enabled, 

e4

On Selecting a registered customer and making a bill entry, the invoice details can be viewed on GST Filing  - TFA
e5

4. To generate the IRN, Click on Tools -> Add on products -> GST Filing

e6

GST Filing  web page will be opened in your default browser.
Click on e invoice menu on the top right
Apply the from and to date filters to view the bills generated on any date.
Under the pending tab, it will list out all the pending invoices for generating the IRN
Select the required bills and click on " Generate IRP " button and then click on push to IRP.

e7

Report :-
To View the E-Invoice IRN Generated Reports, Open AccountsEasy from the Application--Click on Reports--Click on Statutory Reports--Click on E-Invoicing--Click on E-Invoice Status as shown in the image below.

report1

For more details go through this video:- 
https://youtu.be/PBsqZuKnRu4

    • Related Articles

    • What is E-Commerce Integration?

      Introduction It is an integration solution provided for the POS users to integrate their POS with an online store which is facilitated via API. API acts as an interface between the POS and the online store, integrates the POS data to the online store ...

    • Do you know the process of KIT Item & its Preparation in RetailEasy?

      What are the purpose of Kit Items in RetailEasy? Kit Items are those items which are ready for sale in the Bakery/Restaurant. Kit items are prepared in central kitchen based on the expected selling of the product. Use Kit Item for planned ...

    • Do you know what is the process of KIT preparation in RetailEasy?

      What is the purpose of Kit Preparation? Use Kit Preparation screen to specify how much kit item has been prepared. The required quantity in Kit Preparation depends on the kit item quantity and its ingredients. On saving the Kit Item, the stock of the ...

    • How to do Year End process in ServeEasy?

      The Financial year will vary between countries. In this document we will sail through the Year begin process APRIL 2023 - MARCH 2024. Points to be Noted: - Make sure the Server application is updated to latest version and the System date is Greater ...

    • FAQ Year Begin Process TRAC 2024 - 2025

      01. How to do the "Year End Process" in Trac? Answer: Please Go to accounts --> financial account --> process --> Year End Process. A box would be opened as shown below. Click on the YEAR END button and let the process get completed. Kindly check if ...