ClearTax Tally Add-on User Manual

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

Getting Started

Path: Gateway of Tally → ClearTax → EInvoice → E-Invoice Register

1. From the Gateway of Tally, select the ClearTax module.

2. Select “E-Invoice”.

3. Select “E-Invoice Register” or “Pending E-Invoice” to process IRN or E-wayBill.

How to generate IRN and EWB?

Select the invoice by entering the space bar (or control+space bar for selecting all).

To generate the IRN, click on Gen IRN (Ctrl + I).

To generate both IRN and EWB together, click on Gen IRN+EWB (Ctrl+B).

to generate EwayBill Part A by entering transporter details (Once IRN got generated separately), click on Gen EWB Part A (Ctrl+ A).

To generate E-waybill separately, click on Gen EWB Part A+B (Ctrl+E).

To update E-Waybill Part B details at any time, click on Update EWB Part B (Ctrl+U).

Note: If E-Waybill details are entered then EWB can be generated along with IRN. Otherwise, you can generate IRN and then add EWB details to generate EWB.

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

Post completion of the process will get the log messages and status of the request.

Each document will be highlighted with a color. The details of what these colors mean is given in the below table.

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

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

In case you want to cancel IRN or EWB, Go to Gateway of Tally → ClearTax → EInvoice → Generated E-Invoice.

Select the invoice by entering the space bar or control+space bar for selecting all. Click on Cancel IRN ( Ctrl + X ) to cancel the IRN or Cancel EWB (Ctrl + Y) to cancel E-waybill.

How to Preview data before IRN or E-waybill generation?

Gateway of Tally → ClearTax → EInvoice → E-Invoice Register/Pending E-Invoice

Select the invoice by entering the space bar and Click on Preview JSON (Ctrl + V) to preview the data before processing IRN or E-waybill.

How to get the Reports?

E-Invoice Register

Path: Gateway of Tally → ClearTax → EInvoice → E-Invoice Register

Generated E-Invoice

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

Path: Gateway of Tally → ClearTax → EInvoice → Generated E-Invoice

Pending E-Invoice

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

Path: Gateway of Tally → ClearTax → EInvoice → Pending E-Invoice

Cancelled E-Invoice

You will get the list of all the IRNs and EWBs that have been canceled.

Path: Gateway of Tally → ClearTax → EInvoice → Cancelled E-Invoice

How to Print an e-Invoice?

Open the voucher/invoice and click on the print (Alt+P) With preview option. It will show the voucher/invoice with the IRN details and QR code.

QR Code at Center Position

QR Code at Top Position

How to Print an e-waybill?

1. Open the voucher/invoice and click on the print (Alt+P) With preview option. The first preview will be Invoice print. Use the ESC key (to move on second print) to print directly e-waybill print and QR code.