Print, Email, Cancel Actions on Invoices

This article will guide you on how to take actions on invoices using the Cleartax product.

Step 1: Navigate to the invoice section in Cleartax.

Here, you'll see the invoices that have already been generated.

Step 2: To take action on these invoices, locate the action button.

Step 3: Select the invoice(s) you want to take action on.

Alternatively, select all invoices by clicking on the checkbox next to the document number.

Step 4: After selecting the invoices, click on the action button.

For Downloading Report:-

Here, you'll find numerous options. The first option is Download Report. This allows you to download the invoice. There are four types of reports available: JSON Report, CSV Detail report, CSV Light report, or Re-import report. Choose the one that suits your needs.

Step 5: Click on the download button to download the report.

Once the report is downloaded, you'll find it in the bell icon section.

For Email Action:-

Step 6: The next action is Email. Click on it.

Here, you'll find a predefined email for your vendor. Fill in the necessary details.

Include the Supply legal name, Invoice month, and Reply to. Then validate.

There are three types of email templates: Payment Reminder, Canceled Invoice Generation. Choose the one you need, attach the invoice, fill in the details, and click on the send button.

You're now ready to send the email to your vendor.

Print Action:-

Step 7: Cleartax also offers a Print option.

To print your invoice, click on the print button. If you're printing more than one invoice, the Print zip option will be available.

Click on print, if you are printing for one invoice then you will found generate the print preview option, after click generate print preview and you're ready to print your invoice.

Cancel IRN and E-way Bill :-

Step 8: The final options are Cancel IRN and Cancel EWB. If your invoice was generated within the last 24 hours, you can cancel it by clicking on Cancel IRN. After 24 hours, you'll need to generate a credit note to cancel the invoice.

Delete Invoice :-

If you want to delete the invoice from Cleartax, click on Delete. Note that this will only delete the invoice from Cleartax, not from the government portal.

That's all the actions you can take on invoices in the Cleartax portal.