USER MANUAL - GST E-INVOICE AND E-WAY BILL

November 18, 2024 by
admin


                                                                                                                 


Overview
The GST E-Invoice and E-Way Bill module is an Odoo add-on designed to streamline electronic invoice and e-way bill creation for businesses registered under the GST Act in India. This module integrates seamlessly into the invoicing workflow, enabling users to manage e-way bills and IRN (Invoice Reference Number) creation directly from Odoo. Leveraging the intermediary services of MasterGST, users can generate e-invoices and e-way bills in compliance with GST regulations.


Exploring GST E- Invoice and E-Way Bill module
Installation
  1. Get the module from Odoo App store  https://apps.odoo.com/apps/modules/17.0/zb_gst_einvoice_irn
  2. Extract the file from your system after the download finishes. You will be able to see a folder named- zb_gst_einvoice_irn
  3. Copy and paste this folder inside your Odoo Add-Ons path.
  4. Now, open the Settings menu. Here, click on Activate the Developer Mode.
  5. Then, open the Apps menu and click on ‘Update Modules List’.
  6. In the search bar, remove all the filters and search zb_gst_einvoice_irn.
  7. You will be able to see the module in the search result. Click on ‘Install’ to install it.

After Installing the module
Navigate to the settings menu and select a user then enable the 'Manage E-invoice(India)' group to get the module functionalities.
 

1.Company  or Journal
Navigate to Users & Companies > Companies or Accounting > Configuration > Journals.
  • Configure the e-invoice and e-way bill details in either the Company Master or Journal. When both configurations are present, the Journal configuration will take priority.



2.Accounting
Navigate to Accounting > Customers > Invoices.
  • Create a new Invoice and confirm.
 Within the invoice form view, under the Actions dropdown, you will find the following options:
  1. Create E-Invoice (GST): Generates an electronic invoice and IRN, ensuring compliance with GST rules.
  2. Create E-Way Bill (GST) Using IRN: Creates an e-way bill using the previously generated IRN.
  3. Create E-Way Bill (GST): Generates a new e-way bill directly, displaying fields such as e-way bill number, creation date, and validity period.



Method 1: Direct Generation
  1. Select "Create E-Way Bill (GST)" option
  2. System generates E-way Bill without requiring IRN




Method 2: Using IRN
  1. Generate an E-invoice first
  2. System creates an IRN
  3. Use the generated IRN to create E-way Bill



Technical Process Flow
  1. ERP sends request to MasterGST with credentials
  2. MasterGST validates and forwards request to government GST portal
  3. Government portal processes request and returns E-way Bill details
  4. System updates invoice with generated information

GST Invoice Report:
  • Users can find the GST invoice report within the Invoice record in the form view. A dedicated button labeled "Print GST Invoice" allows users to download the GST invoice report directly. 




 
Key Features
     1. Two Ways to Generate E-Way Bills:
  • Using IRN: This approach relies on the generated IRN for validation before creating the e-way bill.
  • Without IRN: For cases where the IRN is unavailable, an e-way bill can be generated independently.
   2.  E- Way Bill Details and IRN Details: The invoice form view contains tabs dedicated to E-Way Bill Details and IRN Details, allowing for structured and accessible record-keeping.
   3. MasterGST Integration:
  • API Integration: The module utilizes MasterGST, a third-party service, to interact with the government GST portal via APIs. When an e-way bill or e-invoice request is initiated, Odoo sends the request through MasterGST, which then forwards it to the government portal.
  • Credential Management: In the Dashboard under E-Way Credentials, sandbox (testing) and production keys, such as Client ID, Secret ID, Username, and Password, are managed. MasterGST credentials are stored securely and used for authentication with the GST portal.
    4.  E-Invoice Compliance:
  • Required for businesses with annual turnover above ₹5 crore.
  • E-invoices simplify the invoicing process by allowing electronic exchange of invoice data, reducing errors, and improving compliance with government standards.


Conclusion
The E-Way Bill and E-Invoice module enhances compliance and efficiency for businesses by seamlessly integrating with Odoo’s invoicing system. With MasterGST's secure API integration, users can manage e-way bills and e-invoices directly from Odoo, ensuring that all GST-related documentation is handled promptly and accurately. This streamlined workflow not only ensures regulatory compliance but also optimizes the invoicing process.
https://apps.odoo.com/apps/modules/17.0/zb_gst_einvoice_irn


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