How to Generate e - Invoice ( Single or Bulk ) in Marg Software ?

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How to Generate e - Invoice ( Single or Bulk ) in Marg Software ?

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Overview of E-invoicing in Marg ERP Software

Process of Registration & Login to e-invoice Portal

Process of E-Invoicing in Marg ERP Software

OVERVIEW OF E-INVOICING IN MARG ERP SOFTWARE

Electronic Invoicing (e-Invoicing) is a system in which Business-to-Business (B2B) invoices, Export invoices & Invoices of Credit/Debit Notes of Registered parties are validated electronically by GSTN for further use on the common GST portal.

Through Generate e-Invoice option in Marg ERP Software, the user can easily upload their B2B, Credit/Debit Note & Export invoices on e-Invoice Portal after the registration process is completed.

The main objective behind the introduction of e-Invoicing by the tax departments is to ease the whole process of invoicing i.e. to reduce all the reconciliation problems related to data and auto-populate the returns that will help the taxpayers to easily get the Input Tax Credit.

**IMPORTANT NOTICE**

CBIC has announced that from 1st Aug 2023 onward, E-invoicing is mandatory for all the taxpayers having aggregate turnover above Rs 5 crore in any of the previous years from 2017-18 onwards.
Starting December 15, 2023, e-Invoices will require a minimum 6-digit HSN for taxpayers with an annual Aggregate Turnover of 5Cr and above.

PROCESS OF REGISTRATION & LOGIN TO E-INVOICE PORTAL

In order to upload the invoices on e-Invoice portal, the user needs to first register on e-Invoice Portal.

Visit to https://einvoice1.gst.gov.in/

Click on Registration >> e-Invoice Enablement.

An ‘e-Invoice Enablement Form’ will appear.

The user will mention the ‘GSTIN’.

Enter the ‘Captcha’ as shown.

Then click on ‘Go’.

The user can view the all the details in the form.

Click on the check box (R) of ‘I agree that for the PAN.....for eInvoicing’ and then click on ‘Send OTP’.

An OTP will be sent to the Registered Mobile No.

The user will enter the OTP in ‘Enter OTP’ field and then click on ‘Verify OTP’.

In this way, the process of registration will get completed on e-Invoice Portal.

Now the user will visit to the e-Invoice Portal. Click on ‘Login’.

An ‘e-Invoice System Login’ window will appear.

Enter the ‘Username’ and ‘Password’.

Enter the ‘Captcha’ as shown here and then click on ‘Login’.

A ‘Dashboard’ will appear.

Click on ‘API Registration’ from the left side icons given in the Dashboard.

Click on ‘Create API User’.

An ‘API Registration’ window will appear.

A message of ‘Do you wish to Register your GSTIN for API Interface’ will appear.

The use will tick the circle of ‘Through GSP’.

As the user will tick the circle of ‘Through GSP’; some fields i.e. ‘Select your GSP, Username, Password and Re-enter Password’ will appear.

Marg ERP has been collaborated with Pinnacle Finserve Advisors Pvt. Ltd. The user can do the registration through this company.

In ‘Select your GSP’ field, the user will select 'Pinnacle Finserve Advisor Pvt. Ltd.' as GSP.

Now the user will create the Username & Password as per the requirement.

Re-enter the Password.

Then click on ‘Submit’ tab.

A pop of message of ‘Account Created Successfully’ will appear.

The user will click on ‘OK’.

So, in this way the process of the portal will get completed.

PROCESS OF E-INVOICING IN MARG ERP SOFTWARE

In Marg ERP Software, the user can easily upload single & bulk invoices on e-Invoice Portal.

PROCESS TO UPLOAD SINGLE INVOICE ON E-INVOICE PORTAL

Go to GST >> GSTR Settings.

A ‘GSTR Settings’ window will appear.

Select ‘eInvoice Settings’.

An ‘eInvoice Details’ window will appear.
Click on 'Edit'.

a. E-Invoice Y-On F4 Key, A-Ask, N-No: It means that whenever the user will create an invoice then the software will ask whether to upload the einvoice on the portal or not.

So the user will set this field as ‘A’.

b. E-Invoice Y-HSN Code I-Item wise N-No (Tax% Only): It means that whether the user needs to HSN wise upload the invoice or invoices on the portal then set this field to ‘Y’.

If the user needs to Item wise upload the invoice or invoices on the portal then set this field to ‘I’.

Suppose set this field to ‘Y’ i.e. HSN Code.

c. Include Nil/Exempt items in einvoice: The user will needs to upload e-Invoice of the Bill with Nil and Exempt Items along with the Taxable Item then select this option 'Yes' otherwise keep the option as 'No'.

d. Upload Nil/Exempt Bills as Invoice: If the user needs to upload Nil and Exempt Bills then select 'Yes' otherwise keep the option as 'No'.

e. Select Your GSP: As if the user has done the registration through ‘Pinnacle Finserve Advisors Pvt. Ltd.’, then set this field as ‘ Pinnacle Finserve’.

d. eInvoice Login Username & Password: Mention the Username and Password which is created at the time of API Integration.

Click on 'Save'.

And then come to the home screen of the software.

Now go to GST >> Generate eInvoice.

An ‘eInvoice Summary’ window will appear through which the user can upload the invoices.

In Period field, the user will mention the date i.e. from which date till which date the invoices needs to be viewed.

Click on ‘Show’.

The user can view all the invoices of B2B, Credit Note or Export (Invoice Type) will get displayed with proper details for the selected period i.e. GSTIN, Tax Type, Invoice Date, Invoice No., Bill Amount etc.

The user can apply filter as per the requirement i.e. whether to view the Pending, Uploaded, Cancelled or All Invoices.

Suppose select ‘All’.

The invoices which are already filled will be displayed with a ‘tick’ sign and invoices which are not filled will be displayed as ‘Untick’.

The user can select from 3 boxes (B2B, Export and CDNR) i.e. whether the user needs to view only B2B Invoices or Export invoices or Credit Note or all 3 of them.

By default all these 3 boxes are already selected but the user can select & deselect it as per the requirement.

If the user select ‘All’ in the filter then it will display the total number of B2B, Export & Credit Note Invoices along with the Pending, Cancel and Filed Invoices.

So the number of invoices will get displayed according to the applied filter i.e. Pending, Uploaded, Cancelled or All.

Pending

Uploaded

Cancelled

Select an invoice which needs to be uploaded and then click on ‘Generate’ tab.

An ‘e-Invoice Generation’ window will appear with different parameters.

Then can view & modify the Transaction Detail, Seller Details, Buyer Details, Dispatch Detail, Shipping Details, Export Detail etc.

The user can view & modify the Seller Details and Buyer Details by clicking on the ‘Modify’ icon.

Then the user can view the Dispatch Details and Shipment Details and can also tick on the checkbox of ‘Details excluded’ as per the requirement.

If the user needs to upload the e-Way Bills along with the e-Invoices, then this facility is also being provided in Marg ERP Software.

The user will simply tick on the checkbox of ‘e-Way Bill’.

A ‘eWay Transporter Details’ window will appear with few fields.

The user will fill the details as per the requirement.

It is mandatory to fill the ‘Current Date, ‘Transporter Doc. No.’/Vehicle No.’.

After filling the mandatory details, click on the ‘Save’ button.

Now click on 'Generate eInvoice' button to upload the selected invoices on e-Invoice Portal.

Now an alert message of ‘e-Invoice Successfully Uploaded’ will appear along with the Acknowledgement No. and Date.

Click on ‘OK’.

PROCESS TO UPLOAD BULK INVOICES ON E-INVOICE PORTAL

Go to ‘eInvoice Summary’ window.

The user can tick on the given checkbox and select all the invoices & upload them.

Fig 1: Process to Upload invoices on the e-invoice portal

The user can also manually select those invoices by ticking on the checkbox which needs to be uploaded of the selected date.

Click on ‘Generate’ tab.

An alert message of ‘Do you wish to upload Bulk Invoices’ will get displayed.

Click on ‘Yes’.

In order to check that if there are any errors in the invoices which are getting uploaded, the user will click on ‘Check’ button.

An ‘Error Status’ window will get displayed in which if there will be any errors in the invoices which are getting uploaded then it will be shown here otherwise it will be shown as blank.