Generate Auto E-Invoice Bills in SwilERP Enterprise
How to Generate Auto E-Invoice Bills in SwilERP Enterprise
What is E-Invoicing?
'E-invoicing' or 'electronic invoicing' is a system in which B2B invoices are authenticated electronically by GSTN for further use on the common GST portal. An e-invoice, or electronic invoice, is a digital document that is exchanged between a supplier and buyer and validated by the government tax portal. E-invoicing is the proposed system where business-to-business (B2B) invoices are digitally prepared in an e-invoicing format and authenticated by the Goods and Services Tax Network. This system ensures that all businesses follow a standard format before reporting invoices to the GST portal. With new updates under GST from 1st August 2023, e-invoicing will be applicable for businesses with a turnover exceeding 5 crores. Auto E-Invoicing facility has been incorporated into SwilERP Enterprise Software:
Note:
Before doing this process, your SwilERP Enterprise software should be updated to the new version.
Now, start with SwilERP dashboard to initiate the process:
-
Before starting of E-Invoice work, please check whether the following options are correctly updated or not in your Company/Customer/Product Master:
-
HSN No and HSN Unit ( Mandatory):
Set the HSN code and HSN unit for products according to GST Portal in your 'Product Master'.
-
Station/State (Mandatory):
Mention the correct Station and State name.
-
Pin Code (Mandatory):
Please check & update the Pin Code in your Company Information & also check & update the Customer's Pin Code in your Customer Master (It should be written without space).
-
Mobile No (Optional):
Please check & update the Mobile No. in your Company Information & also check & update the Customer's Mobile No. in your Customer Master ( If mentioned, it should be written with ten digits without any special character).
-
E-Mail ID(Optional):
Please check & update the E-Mail id in your Company Information & also check & update the Customer's E-Mail ID in your Customer Master (If mentioned, it should properly connect with "@").
Step 1.) Enter the Login Details before generating E-Invoice:
-
Go to the
GST > E-Invoice > Login Detail.
Note: You can follow this same procedure to generate an automated E-Invoice using the SwilERP software.
Reference Window:
SwilERP Dashboard Window How to enter Login Details in the next slide:
-
Tick mark If Provided through Third Party Service Providers CMS.
- Here you need to insert the
Password
. To know the password, contact your local service provider or generate a ticket on
www.swildesk.com.
-
Next, please enter your
E-Way website
User ID & Password, which Government provides.
-
Select the
Path
for exporting the E-Invoice file (select the Path as per your convenience).
-
After that click on
"Ok" button.
Reference Window:
Login Detail Window Step 2.) Generate Auto E-Invoice in SwilERP:
Go to the
GST
tab.
-
Select the
E-Invoice > Generate E-Invoice Bills (Auto).
Reference Window:
SwilERP Dashboard Window How to generate Auto E-Invoice bills on the next slide:
Select the Date Range 'Form to To'. (Please ensure the date range is not more than 48 hours).
In the
Transaction Type
, select the invoice for which you want to generate auto E-invoice bills (for example, you have selected Sales Invoice).
-
Select the
Party
name if you want to generate the E-Invoices for the particular party.
-
Choose the
Status
: All/ Generated/ Not Generated. (To generate Auto E-Invoice bills select the Non-Generated option).
-
You can also select the
Series
if required.
-
Click on the
View
option.
-
After that, you'll see all your chosen criteria transactions in the below-given screen.
E-Invoice Bill Window - Tick-Mark
on the invoice to generate the auto E-invoice for the same.
-
After selecting the invoice, go to the
Generate E-invoice (SWIL) button
and c
lick
on it.
-
If you want to cancel the generated auto E-Invoice bills click on the
Cancel IRN (SWIL)
tab as shown in the below image:
Reference Window:
Auto E-Invoice Bill Window Step 3.) How to upload E-Invoice on Government Portal:
After clicking on
Generate E-invoice (SWIL)
button, you need to upload the same file to the government website. To upload, click on the
Generate E-invoice (SWIL), and a pop-up window will open, enter the Captcha code and click on the
Log-in option, and the file will be uploaded automatically.
How to view the auto generated E-Invoice number:
After generating the E-Invoice the user wants to view the auto-generated E-invoice bill, then follow the below given steps:
-
Select the
Status
as All (as you can see in given below reference window).
-
Click on the
View
tab. Generated Auto E-Invoice Bills is showing in orange color.
Reference Window:
Auto E-Invoice Window
Related Articles
Generate Auto E-Way Bill in SwilERP Enterprise
How to Generate Auto E-Way Bills in SwilERP Enterprise What is E-way Bill? The e-way bill is another major reform under the goods and services Tax (GST) regime for tracking goods movement. It is typically required to accompany goods on their movement ...
Generate Manual E-way Bill
How to Generate Manual E-Way Bill in SwilERP (RetailGraph) What is E-way Bill? The e-way bill is another major reform under the goods and services Tax (GST) regime for tracking goods movement. It is typically required to accompany goods on their ...
How to Generate E-Invoice Instantly in SwilERP (RetailGraph) Software
Follow Steps to Generate Electronic Invoicing (E-Invoice) in SwilERP (RetailGraph) What is E-Invoicing? 'E-invoicing' or 'electronic invoicing' is a system in which B2B invoices are authenticated electronically by GSTN for further use on the common ...
Ledger Analysis in SwilERP Enterprise
Effortless Ledger Display Analysis with SwilERP Enterprise SwilERP's Ledger Display provides a concise summary of transactions for any chosen timeframe, featuring starting and ending balances and transaction breakdowns by account. This pivot ...
Navigating Purchasing Processes with SwilERP
Streamlining Purchasing Processes with SwilERP: A Comprehensive Guide Understanding Purchase Orders in SwilERP A Purchase Order (PO) is a vital buyer-to-seller document that signals the need for new stock or specific items. It contains ...