Uploading your Sales and Purchase Credit/Debit Notes into GSTZen

Uploading your Sales and Purchase Credit/Debit Notes into GSTZen

Note – Invoices(Sales/Purchase) should be uploaded before uploading Credit/Debit notes.

Please read the following articles,
• Steps to Bulk Sales Invoice Upload
• Steps to Bulk Purchase Invoice Upload

STEP 1 – From a GST Taxpayer’s dashboard, click on Invoices(Sales/Purchase) Credit/Debit Notes.

STEP 2 – Click on the Upload Credit/Debit Notes XLS button

STEP 3 – Drag and drop your Excel file with Credit/Debit notes or click on the box to choose file.

STEP 4 – Click on Upload Credit and Debit notes XLS file to import your file.

STEP 5 – Choose Sheet

In this page, you will see the sheets present in the Excel workbook which
you uploaded. Choose the sheet you want to upload by clicking on Use this
sheet.

STEP 6 – Column Mapping

This page shows columns present in your XLS file.

You must map the columns in your file to fields needed by GSTZen.

You can map the column for GST Tax Rate (in which case GSTZen will
calculate IGST, CGST, and SGST amounts).

Or, you can provide columns for IGST, CGST, SGST Rates and Amounts.

STEP 7 – Importing the Data

GSTZen will process your file and start importing the data.

STEP 8 – List of Credit/Debit Notes

You can view your uploaded Credit/Debit Notes on GSTZen.