Hi, in this post, we will see about E-Invoice generation through Saral GST.

For E-Invoicing, you have to ensure;

  • You have a licence of Saral GST – Premium version.
  • You have created the new financial year i.e. FY 2020-21 and switched to New Returns
  • Keep these details prepared
    • User-id, Password, Client id and Client secret key for IRP login
    • Details of Items that will be used for Invoice generation

Once you are ready, go to Settings under the E-Invoice menu.

1.E-Invoice generation through Saral GST-settings

In the settings window, you’re IRP Log in credentials and select the options required along with E-Invoice generation i.e. E-Way bill generation, Free Quantity upload, Pre-Tax information etc. Save the settings and close.

2.E-Invoice generation through Saral GST-eway bill

Next, move to Product Master under E-Invoice menu.

3.E-Invoice generation through Saral GST-product master

Enter all the product and service details that will be used during invoicing.

4.E-Invoice generation through Saral GST-invoicing

Note: Asterisk marked fields are mandatory fields.

Now, you are all set to enter invoice details. Go to Entry under E-Invoice menu.

5.E-Invoice generation through Saral GST-entry

Start entering the invoice details.

6.E-Invoice generation through Saral GST-start

The details to be entered are as below;

  • Doc Type: Type of Document being uploaded i.e. Invoice, Credit Note or Debit Note7.E-Invoice generation through Saral GST-doc type
  • Doc No: Document Number as accounted in books of account
  • Doc Date: Document Date as accounted in books of account
  • Supply Type: Type of Supply being made i.e. B2B, Export etc.8.E-Invoice generation through Saral GST-supply type
  • Transaction Type: The mode of delivery i.e. Regular, Bill To – Ship To etc9.E-Invoice generation through Saral GST-transaction type
  • Bill To: The invoice recipient name to be selected from the dropdown which listed as per the details available in Party Master

10.E-Invoice generation through Saral GST-bill to

Note: Enable the respective checkboxes if Reverse charge is applicable and if the supply is made through an E-Commerce vendor

In case, Transaction Type is selected as Bill To – Ship To, then enter the Ship to address by selecting the address from the given list which is listed from the Address given in the party master.

11.E-Invoice generation through Saral GST-ship to

In case, Transaction Type is selected as Bill To – Dispatch From, then enter the Dispatch From an address by selecting the address from the given list which is listed from the Address given in the AssesseeMaster.

12.E-Invoice generation through Saral GST-dispatch

Now enter the item details. Select the product from the dropdown and enter the sale quantity, unit price and tax rate.

13.E-Invoice generation through Saral GST-tax rate

If the invoice is generated for Export, then go to Export Details tab, enable IsExport option and provide the details related to product export.

14.E-Invoice generation through Saral GST-isExport

To display payment details on the invoice, go to the Payment Details tab and enter the related bank details and payment-related information like credit days, due amount etc.

15.E-Invoice generation through Saral GST-payment

If an additional option like Eway bill is enabled, then the related tab will be made available. Provide the details in the applicable tabs and save the document details.

16.E-Invoice generation through Saral GST-document

If you want to edit the saved document, click on Edit and select the required document from the list displayed. After editing, save the document.

17.E-Invoice generation through Saral GST-edit

After saving, now upload the document to the IRP website by clicking on Upload. The document will be auto uploaded and the IRN details will be displayed against the invoice under the Uploaded Details tab.

18.E-Invoice generation through Saral GST-upload

This completes the process of E-Invoice generation through Saral GST.

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