GSTZen’s E-Invoicing Excel Integration enables businesses to generate and upload e-Invoices in bulk using Excel, making the process faster and more efficient.
Getting Started with E-Invoicing
To begin, register your GST number on the government’s e-Invoicing portal. You will need to obtain your API Username, API Password, Client ID, and Client Secret, which are required to generate e-Invoices through the NIC API.
For step-by-step instructions, please refer to this article:
Creating e-Invoice API Login Details and providing them to GSTZen
Using GSTZen’s E-Invoicing Excel Tool
Step 1: Log in to your GSTZen account and click on the GSTIN for which you want to generate e-Invoices.
Step 2: On the GSTIN dashboard, click on the “E-Invoicing” tab.
Step 3: Choose between the Standard E-Invoice Excel and the Customized E-Invoice Excel, depending on your subscription plan. The standard template uses GSTZen’s default format, while the customized template allows you to use your customised Excel format.
Step 4: Download the selected Excel template, fill in the invoice data as per the required format, upload the completed file to GSTZen and click on Upload your Excel.
Step 5: After uploading, you will see tabs that help you verify the data:
- The Summary tab shows a summary of all invoices uploaded.
- The Errors tab displays any issues found in the uploaded file.
- The Invoices tab lists all the invoice entries received by GSTZen.
Step 6: Within the Invoices tab, click on “Upload E-Invoices” to push the invoice data to the government portal and generate e-Invoices.
Step 7: Once an invoice is successfully created, a green tick mark will appear next to it. Click the PDF button to download the official e-Invoice with the IRN and QR Code embedded.
Note: You may also view these E-Invoices anytime through the Sales Register of GSTZen.