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

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

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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, 

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On Selecting a registered customer and making a bill entry, the invoice details can be viewed on GST Filing  - TFA
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4. To generate the IRN, Click on Tools -> Add on products -> GST Filing

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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.

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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

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