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
  • Tally Connector User Manual
  • Getting Started
  • How to generate IRN and EWB?
  • How to get the Reports?
  • How to Print an e-Invoice?

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  1. User guides
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User Manual

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Last updated 4 years ago

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Tally Connector User Manual

User Manual

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

Getting Started

  1. Select the Cleartax module from the Gateway of Tally

  2. Select “e-Invoice Register”

How to generate IRN and EWB?

  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.

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

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

How to get the Reports?

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

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

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

How to Print an e-Invoice?

How to configure Print invoice?

Thank You

Select “B2B e-Invoice” ​

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.

5. In case you have selected multiple documents then progress bar will appear showing you the status of your request

7. You can open a failed invoice, check the error message. You can then correct the data and try to generate IRN again

Select the invoice and press Cancel IRN ( Ctrl+C) and/or Cancel EWB ( Ctrl+W) to cancel IRN and EWB respectively

You will get the list of all the IRNs and EWBs generated

You will get the list of all the IRNs and EWBs that have been cancelled (marked as optional)

You will get the list of all the documents that are pending for action

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

a) Go to Configure (F12) to enable the statutory details on the print

b) Enable the Title & Subtitle and additional information, if required, for printing

Please reach out to us at einv-support in case you have any queries.

@cleartax.in