Unified template to generate E-way bill for any document type

One template to upload data for any document type and generate E-way bills

Step 1: Upload Invoices option from left menu

Click on 'Upload Invoices' option on the left menu to import your data.

Click on 'Upload Invoices' to start import of data

Step 2: Choose the business and template

• Select the business for which you are uploading invoice

• Select 'Generate only E-Way bill' from 'Other Options'

Select business and 'Generate only E-way bill' option

Step 3: Choose 'Any Documents type Template'

From the options available select the 'Any Documents type Template' and click on 'Start Uploading'

Step 4: Choose a file to be uploaded

Click on 'Choose a file to upload' to select a file from the local computer or simply drag and drop a file on the space in the screen.

If you don't have the template then it can be downloaded by clicking on the 'Download here' button.

Select a file to be uploaded

Step 5: Choose the file from your local

Choose the prepared file from your local and click on 'Open' to load the file on to ClearTax.

Choose the file and click on 'Open'

Step 6: Review the uploaded file

After the upload is done, you can see 'Total No of Documents' and 'No of errors' on screen. From here you can:

• "Proceed to review" the errors that have been imported, or

• "Discard File"

Review the summary of invoices imported and click on 'Proceed to review'

Step 7: Review Errors

On the 'Review Documents' screen you can:

• Understand the errors with respect to a document / invoice by hovering over the 'Errors' cell

• Scroll to the cell with the error (highlighted in red) and correct the values as per the error message

• Download the error file by clicking on 'Download Error Report' and correct the errors offline and reupload the corrected file

After correcting all the errors you can click on 'Save and Next' to proceed or you can skip error correction by clicking on 'Skip pending errors'.

Review errors and correct them. Then proceed further

Step 8: Successful data upload

Congratulations! Your invoices have now been successfully imported into ClearTax web portal for E-way bill generation.