User Manual

User Manual for Tally Connector

Getting Started

Step 1: Select ClearTax

Select the Cleartax module from the Gateway of Tally

Step 2: B2B E-Invoice

Select “B2B e-Invoice”

Step 3: E-Invoice Register

Select “e-Invoice Register”

How to generate IRN and EWB?

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

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

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

Only IRN has been generated

RED

There was some error. Error details will be displayed

GREEN

Both IRN and EWB have been Generated

BLACK

No action taken

You can open a failed invoice, 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, select the invoice and press Cancel IRN ( Ctrl+C) and/or Cancel EWB ( Ctrl+W) to cancel IRN and EWB respectively

How to get the Reports?

Select “e-invoice Generated” under B2B e-Invoice module- You will get the list of all the IRNs and EWBs generated

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)

Select “e-invoice Pending” under B2B e-Invoice module - You will get the list of all the documents that are pending for action