Prerequisite steps for GST ready invoice –
- You should be registered with numberz.
- You should have GSTIN number.
- You should have item name handy with you.
Step 1: Log in to GST Invoicing here and click on ‘Create GST invoice seconds’. This will make you land on welcome screen.
This is your welcome screen. You will be prompted with on-screen help to guide you further.
Step 2: Click on ‘Add Customer’ to add the customer you are willing to send your invoice.
Step 3: Clicking on ‘next’ will land you on Customer Information tab. Here you can insert your customer details such as name, email address and phone number. For tax info input, you will be needing Pan card details & GSTIN ID.
Do note that fields marked with star are required whereas field marked with thumbs up are recommended for the user.
Step 4: Once you have entered all the required inputs, head on to ‘Save’ button to register your customer information in your numberz account.
Step 5: Once you have saved your customer information, it is now time to add items to your GST invoice.
Step 6: Adding a new item will require you to update item information. Enter the item name, item description along with HSN/SAC code to categories your items and services. For easy accessibility, you can just start typing your name and we will automatically suggest your respective HSN/SAC code.
Step 7: In the next step, you will be required to select the tax rate. Our intelligent tax system will automatically select the tax slab based on your HSN/SAC but you can change it accordingly. Depending upon the place of supply, we will apply the tax rate to CGST/SGST or IGST.
Click on Save in top right corner to save your item information
Step 8: Clicking on the save will bring you back to the screen on step 6. Here you can check the GST tax rates.
Make sure all your calculations are correct in order. You can check net total at the lower right corner. Click on preview to see your invoice in PDF format.
Congratulations! You have successfully created your GST compliant Invoice.