Invoice Config

Invoice Configuration

Invoice Configuration allows you to define invoice numbering formats, company information, tax details, bank details, invoice terms, logos, stamps, and special invoice settings such as RCM and SEZ.

Setting Up Invoice Configuration

  1. Navigate to the Invoice module.
  2. Click on the Invoice Config button.
  3. Click on the Add button.
  4. A configuration page will open.
  5. Select the Company from the dropdown for which you want to configure invoice settings.
  6. Enter the Company Full Name. This name will appear on the invoice when it is printed.
  7. Fill in the company details, including:
    • Tax ID
    • TAN
    • PAN
    • CIN
    • Email Address
    • Phone Number
    • HSN/SAC Number
    • Default Tax Percentage
  8. Then set up Invoice No. Format as per the given conditions mentioned below the input field.

For example, if you want the format to be ZR/24-25/002 where Prefix is ZR, Financial Year is 24-25, and Sequential Number is 002, then enter ZR/[F-Y]/[XXX] in the input field.

  1. Enter the Minimum Invoice Sequence Number from which invoice numbering should start.
  2. Configure the Credit Note Number Format and Minimum Credit Note Sequence Number.
  3. Add the address followed by bank details and Header Content, which is any additional header content you wish to include at the top of the invoice, such as Tax Invoice.
  4. Add terms for your invoice. This may include payment terms or conditions, such as payment due date, late payment fees, or other relevant information.
  5. If you want to add RCM or SEZ details, click on Tweaks and fill in the necessary information.
  6. Select the clients who fall under RCM or SEZ.
  7. Whenever you create an invoice for the selected clients, the configured tweaks will automatically be applied to their invoices.
  8. Next, you will find the E-Invoice Details section. This section is filled once the registration for E-Invoicing is completed with our E-Invoice provider.
  9. After entering all the necessary details, click the Save button.
  10. You will then get the option to add an Invoice Logo and Invoice Stamp.

Upload Invoice Logo and Stamp

Upload Invoice Logo

  1. Click on the Pen (Edit) icon next to the Invoice Logo section.
  2. Upload the logo by either:
    • Dragging and dropping the file into the upload area, or
    • Clicking to browse and select the file manually.
  3. Click Upload.
  4. Click Save to apply the changes.

Upload Invoice Stamp

  1. Click on the Pen (Edit) icon next to the Invoice Stamp section.
  2. Upload the stamp image by either:
    • Dragging and dropping the file, or
    • Selecting the file manually.
  3. Click Upload.
  4. Click Save to apply the changes.

Configuring RCM & SEZ Settings

How to configure invoice settings for RCM (Reverse Charge Mechanism) or SEZ (Special Economic Zone):

  1. Click on the Tweaks button.
  2. In the tweaks menu, choose RCM or SEZ from the Tweak Type options.
  3. Click on Client Entities to display a list of clients present in your console.
  4. Select the clients for whom you want to enable RCM or SEZ.
  5. After making your selections, click the Save button to apply changes to the invoice configuration.