# User Manual

## **Tally Connector User Manual** <a href="#tally-connector-user-manual" id="tally-connector-user-manual"></a>

**User Manual**

This document contains information on how to use e-Invoicing Tally connector to generate & manage e-Invoices.​

## **Getting Started** <a href="#getting-started" id="getting-started"></a>

1. Select the Cleartax module from the Gateway of Tally

![](https://gblobscdn.gitbook.com/assets%2Fe-invoicing%2F-MPqr8E_KbO588nbeRKk%2F-MPqrEuCOqWAhBebDFoJ%2F1.png?alt=media)

1. Select “B2B e-Invoice” ![](https://firebasestorage.googleapis.com/v0/b/gitbook-28427.appspot.com/o/assets%2Fe-invoicing%2F-MPqr8E_KbO588nbeRKk%2F-MPqrEuDKu8JTI2aV1ay%2F2.png?generation=1609385706310086\&alt=media)​
2. Select “e-Invoice Register”

![](https://gblobscdn.gitbook.com/assets%2Fe-invoicing%2F-MPqr8E_KbO588nbeRKk%2F-MPqrEuECno3QOezM3OQ%2F3.png?alt=media)

## **How to generate IRN and EWB?** <a href="#how-to-generate-irn-and-ewb" id="how-to-generate-irn-and-ewb"></a>

1. Select the invoice by entering the space bar or control+space bar for selecting all. Click on Gen IRN ( Ctrl E ) to generate the IRN or Gen EWB (Ctrl+E) to generate both IRN and EWB together.

Please note: If EWB details are entered then EWB can be generated along with IRN. Otherwise, you can generate IRN and then add EWB details to generate EWB.![](https://gblobscdn.gitbook.com/assets%2Fe-invoicing%2F-MPqr8E_KbO588nbeRKk%2F-MPqrEuFUZzGYfXH5KGo%2F4.png?alt=media)

**5.** In case you have selected multiple documents then progress bar will appear showing you the status of your request![](https://gblobscdn.gitbook.com/assets%2Fe-invoicing%2F-MPqr8E_KbO588nbeRKk%2F-MPqrEuGkUiUpC88K1Wg%2F5.png?alt=media)

**6.** Post completion of process will get the status of request

Each document will be highlighted with a color. PFB details of what these colours mean:

| **Colour**   | **Status**                                            |
| ------------ | ----------------------------------------------------- |
| BLUE colour  | Only IRN has been generated                           |
| RED colour   | There was some error. Error details will be displayed |
| GREEN colour | Both IRN and EWB have been Generated                  |
| BLACK colour | No action taken                                       |

![](https://gblobscdn.gitbook.com/assets%2Fe-invoicing%2F-MPqr8E_KbO588nbeRKk%2F-MPqrEuHDL48NQFVeqi6%2F6.png?alt=media)

**7.** You can open a failed invoice, check the error message. You can then correct the data and try to generate IRN again![](https://gblobscdn.gitbook.com/assets%2Fe-invoicing%2F-MPqr8E_KbO588nbeRKk%2F-MPqrEuIz1HnGcsQueRs%2F7.png?alt=media)

**8.** In case you want to cancel IRN or EWB,

Select the invoice and press Cancel IRN ( Ctrl+C) and/or Cancel EWB ( Ctrl+W) to cancel IRN and EWB respectively![](https://gblobscdn.gitbook.com/assets%2Fe-invoicing%2F-MPqr8E_KbO588nbeRKk%2F-MPqrEuJSOnoDvsx6-20%2F8.png?alt=media)

## &#x20;**How to get the Reports?** <a href="#how-to-get-the-reports" id="how-to-get-the-reports"></a>

**9.** Select “e-invoice Generated” under B2B e-Invoice module -

You will get the list of all the IRNs and EWBs generated![](https://gblobscdn.gitbook.com/assets%2Fe-invoicing%2F-MPqr8E_KbO588nbeRKk%2F-MPqrEuKq2j7Q2mGaaa3%2F9.png?alt=media)

**10.** Select “e-invoice Cancelled” under B2B e-Invoice module -

You will get the list of all the IRNs and EWBs that have been cancelled (marked as optional)![](https://gblobscdn.gitbook.com/assets%2Fe-invoicing%2F-MPqr8E_KbO588nbeRKk%2F-MPqrEuLn6r-_IWJgQiE%2F10.png?alt=media)

**11.** Select “e-invoice Pending” under B2B e-Invoice module -

You will get the list of all the documents that are pending for action![](https://gblobscdn.gitbook.com/assets%2Fe-invoicing%2F-MPqr8E_KbO588nbeRKk%2F-MPqrEuM5IIRlRuNEPCo%2F11.png?alt=media)

## **How to Print an e-Invoice?** <a href="#how-to-print-an-e-invoice" id="how-to-print-an-e-invoice"></a>

**12.** Open the voucher / invoice and click on the print (Alt+P) With preview option. It will show the voucher/invoice with the IRN number and QR code![](https://gblobscdn.gitbook.com/assets%2Fe-invoicing%2F-MPqr8E_KbO588nbeRKk%2F-MPqrEuNVKptyfFKg7JW%2F12.png?alt=media)![](https://gblobscdn.gitbook.com/assets%2Fe-invoicing%2F-MPqr8E_KbO588nbeRKk%2F-MPqrEuO54fEW7fs1UC_%2F13.png?alt=media)

**How to configure Print invoice?**

**a)** Go to Configure (F12) to enable the statutory details on the print![](https://gblobscdn.gitbook.com/assets%2Fe-invoicing%2F-MPqr8E_KbO588nbeRKk%2F-MPqrEuP--wNQcpf8crz%2F14.png?alt=media)

**b)** Enable the Title & Subtitle and additional information, if required, for printing![](https://gblobscdn.gitbook.com/assets%2Fe-invoicing%2F-MPqr8E_KbO588nbeRKk%2F-MPqrEuQglKWORFOG77C%2F15.png?alt=media)

**Thank You**

Please reach out to us at **einv-support**[**@cleartax.in**](mailto:einvsupport@cleartax.in) in case you have any queries.![](https://gblobscdn.gitbook.com/assets%2Fe-invoicing%2F-MPqr8E_KbO588nbeRKk%2F-MPqrEuREHkTCgn5jGps%2F16.png?alt=media)![](https://gblobscdn.gitbook.com/assets%2Fe-invoicing%2F-MPqr8E_KbO588nbeRKk%2F-MPqrEuSUxuJqSS_RHz3%2F17.png?alt=media)