> For the complete documentation index, see [llms.txt](https://docs.cleartax.in/product-help-and-support/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.cleartax.in/product-help-and-support/for-large-businesses/e-invoicing/custom-mapping-create-custom-invoice-templates.md).

# Custom Mapping - Create Custom Invoice Templates

In this tutorial, you'll learn how to perform a custom mapping in einvoicing. By the end of this guide, you'll be able to create and use a custom template for mapping data efficiently.

{% embed url="<https://youtu.be/TzdVNlq840o?si=V4AodCBf5nhOLlzK>" %}
Watch how to create and map custom invoice templates
{% endembed %}

{% stepper %}
{% step %}
Navigate to the **Clear Tax** homepage.
{% endstep %}

{% step %}
Select the **Invoicing** product from the available options.

![](/files/TKzZilDd1Lu1FHjHw7gx)
{% endstep %}

{% step %}
Go to the **Settings** section to access configuration options.

![](/files/E6U8Klu03XW12d8qYcYS)
{% endstep %}

{% step %}
Under **Settings**, locate and click on **Custom Template Settings**. This is where you'll manage and create templates.

![](/files/NizAmalj0rOZJKQ4TSxy)
{% endstep %}

{% step %}
Choose the **E-voice Template** from the list of available templates. This template will serve as the base for your custom mapping.

![](/files/ciXmWKC4Utyivleow8UQ)
{% endstep %}

{% step %}
Select the business affiliated with the template.
{% endstep %}

{% step %}
Review the pre-mapped templates. To create a new mapping, click on **Create Template**.

![](/files/05iAtm3OhQivOXVooOl5)
{% endstep %}

{% step %}
Before starting the mapping process, download and review the customer-side data in the template Excel sheet. This ensures you understand the data structure and fields.
{% endstep %}

{% step %}
Return to **Clear Tax** and click on **Create a Template** to initiate the process
{% endstep %}

{% step %}
&#x20;Upload the file for your template by selecting it from your system.

![](/files/toCtjBVXI20iyJ82hPHx)
{% endstep %}

{% step %}
Choose the **GSTR** option to specify the type of data you're working with.
{% endstep %}

{% step %}
Check the uploaded file for any errors or duplicate entries. This step ensures data accuracy before mapping.

![](/files/Psn70gFJt1vPraAfAyyo)
{% endstep %}

{% step %}
Navigate to the **Custom Mapping** page. This is where you'll map the fields from your template.

![](/files/hLkH7F5wExE5P127SdtM)
{% endstep %}

{% step %}
Review the fields under the classifications: **All**, **Required**, **Pending**, and **Mapped**. Start by updating the fields under **Required** and **Pending**.

![](/files/1Zd7ajIGP7I9uRogZg8u)
{% endstep %}

{% step %}
Map the **Document Date** field to the corresponding column in your template.

![](/files/cY5bmM9K7IHQY4uceupe)
{% endstep %}

{% step %}
Map the **Document Number** field.

![](/files/MHNWilsDkJUYKM3oXyoj)
{% endstep %}

{% step %}
Continue mapping the following fields: **Document Type Code**, **Supply Type Code**, **Recipient Legal Name**, **Recipient Trade Name**, **Recipient GSTN**, **Place of Supply**, **Recipient Address**, **Recipient Place**, **Recipient State Code**, **Serial Number**, **Item Description**, and **HSN/SAC Code**.

![](/files/YTorAiPTo76uyxtUySvE)
{% endstep %}

{% step %}
After mapping all the necessary fields, check for any unmapped data. Ensure all mandatory fields are addressed.
{% endstep %}

{% step %}
Once all required and mandatory data is mapped, save the template with a unique name for easy identification.

![](/files/rJCYvVTrfFAlPDAZsX87)

![](/files/o5FUBqs2pzVcsxn6wIyM)

{% endstep %}

{% step %}
After saving the custom mapping, go to the **Invoice** section and select the **Import** option.

![](/files/Kvj0ZUzRtpqBN6pBu2Zv)
{% endstep %}

{% step %}
Select the Excel sheet you want to import.

![](/files/IdXJQJJq8j6d812P9XXn)
{% endstep %}

{% step %}
Choose the respective **GSTN** of the seller to ensure the data is linked correctly.
{% endstep %}

{% step %}
In the **Template** option, select the newly created custom mapping template.

![](/files/sj1KAFs1F4lilsxojaWu)
{% endstep %}

{% step %}
Import the file. If the mapping was done correctly, the data will import successfully without any errors.
{% endstep %}

{% step %}
Verify that the invoices from your Excel sheet have been successfully imported into the system.

![](/files/zaihdqKIdACV0hoibc7B)
{% endstep %}
{% endstepper %}

And that's it! You've successfully performed a custom mapping in invoicing and utility using Clear Financing Cloud. This process ensures accurate data handling and streamlines your invoicing workflow.