> 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.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F65THydjfvDIVpt0FdT0Z%2F0.png?alt=media\&token=edec6467-bfe5-49b2-a15e-593bc80f6e9c)
{% endstep %}

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

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FNe5wK9qqwhIX5IjyYUIz%2F1.png?alt=media\&token=6e7d29c5-f0ce-4093-abfa-cd3c328ec33d)
{% endstep %}

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

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FvWTaGvwomPEzqyJ3d5iO%2F2.png?alt=media\&token=0398c4a3-6320-4eec-a89a-39d9ca6a6ba6)
{% endstep %}

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

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FsMycA54BvSxaM3cuQQhB%2F3.png?alt=media\&token=ccbedb4c-6c2c-4bb6-b907-2749b99ef16a)
{% 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**.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FxqcVLEh8dC683ckXQSBa%2F4.png?alt=media\&token=15956ded-65fb-46f1-bb3e-fda1e4c42165)
{% 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.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FqKc72pDTALSg4Zh6Gg3v%2F5.png?alt=media\&token=9dd22290-1ea8-492e-adbc-66edc850221a)
{% 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.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F0pBvSUgCSE1JPXzjfwBJ%2F6.png?alt=media\&token=174b30a8-c6c5-4bca-925f-d720c86a27aa)
{% endstep %}

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

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FXMnOoJuLWxmvfVmDmuSi%2F7.png?alt=media\&token=e88f203b-fea3-41d0-92a9-1a024e525c7e)
{% endstep %}

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

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F6ge5IELuewMjbB9J2i7E%2F8.png?alt=media\&token=7a89ac6e-9665-4f1f-8573-bb8a83d9fec1)
{% endstep %}

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

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FdknzOW6etWa0KNKifk4A%2F9.png?alt=media\&token=9c44b167-a27c-4c58-8a16-f64ce766bd1d)
{% endstep %}

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

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FwggcGP6dphkSwR7l997C%2F10.png?alt=media\&token=c1f59605-714e-4367-9b45-5fd123dd7da3)
{% 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**.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FcIp35yQhSONuP9KfDwJU%2F11.png?alt=media\&token=380d6816-f62a-4ee6-ae18-c00499698b7a)
{% 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.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fb9K0DqDbRd5lk5uejTCM%2F12.png?alt=media\&token=bfc22f52-b702-49d1-946f-2492d1276eab)

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FKdAcKUVeqODTGD4yJE2N%2F13.png?alt=media\&token=329b969a-85b5-4600-8511-19ed5ea09524)

{% endstep %}

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

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FIAkG9MuUrNgVTuPlR8dX%2F14.png?alt=media\&token=ebe443fa-778d-4104-be5c-c242e44fba2b)
{% endstep %}

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

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FcRzLgmqJ62Uy1buDv0v9%2F15.png?alt=media\&token=b9706de1-025f-475e-ae70-e9c7f78fddc2)
{% 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.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F1hjqaE4BV6N5vn3wd4eS%2F16.png?alt=media\&token=6a7e1f31-be1c-46f7-b6de-ac5918cbde67)
{% 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.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FPThK6lOps3zGMTwUCfep%2F17.png?alt=media\&token=d12cc9a3-4b4e-41af-be75-25fd7e7ab951)
{% 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.