Learn how to create a new custom template, edit an already existing custom template for importing your invoice data.
Guide to Create and Edit Custom Templates
Step 1 : Select Settings
Select Settings Panel section and open it. You can find this on the left-side panel on your screen.
Step 2: Select Import settings
You can locate these under E-Invoicing and EWB settings
Step 3: Select Business
Select the business for which to want to create/edit a template
Step 4: Create New Template
Click on "New Template" icon if you want to create a fresh template. Learn how to edit an existing template here
Step 5: Upload Invoice Details
Upload the file containing invoice details. The ClearTax software supports XLSX, CSV, XLS and XLSM formats.
Step 6: Mapping Columns
Map the columns of your template with that of ClearTax standard template. The columns marked as "Required" are mandatory to map. Click on "Save Template" once you are done mapping them.
Step 7: Name Template
Choose a suitable name for your template for future reference.
Step 8: Editing Existing Template
Follow the below steps to edit an already existing template.
Step 8.1: Select Business
Select the business whose template you want to edit.
Step 8.2: Select Custom Template
Select the custom template you want to edit. Then click on "Edit Template" icon in front of it.
Step 8.3: Edit and Save Template
Make the desired changes to it and click on the "save template" icon on the top once you are done.
