E-Invoicing by ClearTax
  • E-Invoicing and E-Way bills
  • User guides
    • Getting started
      • Product guide video
      • Sign up and create accounts
      • Onboarding
        • Registering Defmacro as GSP
        • Business addition
        • Uploading documents to Cleartax
        • Generating IRN
      • Inviting your team member
      • How to add business (more GSTIN/Branch)
      • How to add NIC Credentials
      • How to add UPI id for B2C QR code
    • E-Invoicing
      • E-Invoice data upload- Govt template
      • E-Invoice data upload- Custom Mapper
      • E-Invoice generation
      • E-Invoice printing
      • Untitled
      • E-invoice Cancellation
      • E-Invoice Email
      • MIS reports
      • Import History
      • E-Inv vs sales reconciliation
      • B2C QR code
    • E-way bills
      • Eway bill data upload
        • IRN based Eway bill (B2B)
        • Unified template to generate E-way bill for any document type
      • E-way bill generation
      • Update Transporter of E-way bills
      • Update Eway-bill for Multi-Vehicle movement
      • Generate a Consolidated E-way bill
      • Printing an E-way bill
      • Filter by blank Transporter ID or Vehicle Number
    • Settings/Configurations
      • E-Way bill settings
      • Import settings
      • Email settings
      • Business settings
      • Contact master
      • NIC credentials
      • User roles
      • Integration settings
    • Tally Connector for e-Invoicing
      • Installation Guide for Tally connector
      • User Manual
      • Frequently asked questions for Tally connector
    • Integration
      • API guides
      • How to generate tokens
    • Help
  • E-Invoicing useful docs
    • FAQ's
    • Release note
    • Common Errors and resolution
    • Contact us
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On this page
  • Step 1: Select " I have my own data" under bring your data to cleartax for uploading excel data with Invoices and click on Continue
  • Step 2: Select Govt excel for going ahead with a standard Invoice template or select Custom template if you want to create a mapping for your own excel format. Click on Next. You can download sample standard template from right hand side of screen
  • Step 3: Select file to be uploaded or drag and drop file
  • Step 4: Review screen will show count of errors after upload. Click on proceed to review to correct error messages.
  • Step 5: Correct the error message highlighted directly in grid and click on Save and Next
  • Step 6: Documents are now succesfully uploaded into cleartax

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  1. User guides
  2. Getting started
  3. Onboarding

Uploading documents to Cleartax

Uploading Invoices as part of Onboarding

PreviousBusiness additionNextGenerating IRN

Last updated 4 years ago

Was this helpful?

Step 1: Select " I have my own data" under bring your data to cleartax for uploading excel data with Invoices and click on Continue

Step 2: Select Govt excel for going ahead with a standard Invoice template or select Custom template if you want to create a mapping for your own excel format. Click on Next. You can download sample standard template from right hand side of screen

Step 3: Select file to be uploaded or drag and drop file

Step 4: Review screen will show count of errors after upload. Click on proceed to review to correct error messages.

Step 5: Correct the error message highlighted directly in grid and click on Save and Next

Step 6: Documents are now succesfully uploaded into cleartax