Custom Template
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Prepare your own custom excel template with mandatory and conditional mandatory details as required by ZATCA
Goto Settings > Import Settings > Click on New Template > Click on Select file from your computer
Map your custom template headers against Cleartax headers > Ensure all the mandatory and conditional headers are mapped > Click on Save Template > Name your Template and Save
Click on Import Invoices > Select the Custom template > Click on Start Uploading > Click on 'Choose a file to upload'
Post uploading the excel, Cleartax will highlight the validation errors (if any) and option to correct the errors on the platform or you can download the error report and correct the excel template.
Once the correction is done, data is ready for e-Invoice generation.
