# 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.

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Watch how to create and map custom invoice templates
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Navigate to the **Clear Tax** homepage.
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Select the **Invoicing** product from the available options.

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Go to the **Settings** section to access configuration options.

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

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

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Select the business affiliated with the template.
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Review the pre-mapped templates. To create a new mapping, click on **Create Template**.

![](/files/05iAtm3OhQivOXVooOl5)
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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.
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Return to **Clear Tax** and click on **Create a Template** to initiate the process
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&#x20;Upload the file for your template by selecting it from your system.

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Choose the **GSTR** option to specify the type of data you're working with.
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Check the uploaded file for any errors or duplicate entries. This step ensures data accuracy before mapping.

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

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

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Map the **Document Date** field to the corresponding column in your template.

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Map the **Document Number** field.

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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**.

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After mapping all the necessary fields, check for any unmapped data. Ensure all mandatory fields are addressed.
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Once all required and mandatory data is mapped, save the template with a unique name for easy identification.

![](/files/rJCYvVTrfFAlPDAZsX87)

![](/files/o5FUBqs2pzVcsxn6wIyM)

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

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Select the Excel sheet you want to import.

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Choose the respective **GSTN** of the seller to ensure the data is linked correctly.
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In the **Template** option, select the newly created custom mapping template.

![](/files/sj1KAFs1F4lilsxojaWu)
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Import the file. If the mapping was done correctly, the data will import successfully without any errors.
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Verify that the invoices from your Excel sheet have been successfully imported into the system.

![](/files/zaihdqKIdACV0hoibc7B)
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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.


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