Bulk upload Sales invoices/Credit notes/Debit Notes
Step 1 – Login to your GSTZen account
Step 2 – Click on the GSTIN or ADD GSTIN
Step 3 – From a GST Taxpayer’s dashboard, click on Sales Register as shown in the below image
On this page, there is a link to “Upload Sales Invoice”, Click on “Upload from Excel“.
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Step 3 – From the GST Taxpayer’s dashboard, click on “Upload Sales Register” in Upload your Invoices section
Step 4 – Upload the File
Click to choose the file of your choice or Drag and Drop file. (Note – GSTZen importer only allows you to choose the XLSX file)
XLS Data format – Click on either of the 2 options. The first option is multiple rows for one invoice. The later option is a single row for one invoice.
Step 5 – Choose the sheet you want to upload from the list shown by clicking Use this Sheet. This will upload the sheet that has to be imported
Step 6 -The importer shows the columns present in your Excel sheet
Mapping – Now map the columns to the respective fields shown in the importer.
(Note – The red * denotes mandatory fields.). Now click on the drop-down and choose the column in the sheet that matches the Field. This mapping is a one-time job. GSTZen saves the mapping and will use it when you upload files later.
Important – In the section Fields for Invoice line item Tax rates, choose one of the two options
- Map only the GST Tax Rate % field (or)
- Map IGST Rate %, IGST Amount, CGST Rate %, CGST Amount, SGST Rate %, SGST Amount
Step 7 – Click upload. The importer uploads the file and displays a summary.
Click confirm and upload after verifying if the summary matches your Excel data.
This completes the upload process.