# User Manual

## **Getting Started** <a href="#getting-started" id="getting-started"></a>

### Step 1: Select ClearTax

Select the Cleartax module from the Gateway of Tally

![](https://gblobscdn.gitbook.com/assets%2Fe-invoicing%2F-MPqr8E_KbO588nbeRKk%2F-MPqrEuCOqWAhBebDFoJ%2F1.png?alt=media)

### Step 2: B2B E-Invoice

Select “B2B e-Invoice”&#x20;

![](/files/-MbdgHcnbWa_SqTFWRKr)

### Step 3: E-Invoice Register

Select “e-Invoice Register”

![](https://gblobscdn.gitbook.com/assets%2Fe-invoicing%2F-MPqr8E_KbO588nbeRKk%2F-MPqrEuECno3QOezM3OQ%2F3.png?alt=media)

## **How to generate IRN and EWB?** <a href="#how-to-generate-irn-and-ewb" id="how-to-generate-irn-and-ewb"></a>

Select the invoice by entering the space bar or control+space bar for selecting all. Click on Gen IRN ( Ctrl E ) to generate the IRN or Gen EWB (Ctrl+E) to generate both IRN and EWB together.

Please note: If EWB details are entered then EWB can be generated along with IRN. Otherwise, you can generate IRN and then add EWB details to generate EWB

![](/files/-MbdgfrfC2qrLPywzk3S)

In case you have selected multiple documents then progress bar will appear showing you the status of your request

![](/files/-Mbdgl5k4tLmnDT0NObU)

Post completion of process will get the status of request

Each document will be highlighted with a color. PFB details of what these colours mean:

| **Colour** | **Status**                                            |
| ---------- | ----------------------------------------------------- |
| BLUE       | Only IRN has been generated                           |
| RED        | There was some error. Error details will be displayed |
| GREEN      | Both IRN and EWB have been Generated                  |
| BLACK      | No action taken                                       |

![](https://gblobscdn.gitbook.com/assets%2Fe-invoicing%2F-MPqr8E_KbO588nbeRKk%2F-MPqrEuHDL48NQFVeqi6%2F6.png?alt=media)

You can open a failed invoice, check the error message. You can then correct the data and try to generate IRN again

![](/files/-Mbdgu3lZoJ4gxjmeWGR)

In case you want to cancel IRN or EWB, select the invoice and press Cancel IRN ( Ctrl+C) and/or Cancel EWB ( Ctrl+W) to cancel IRN and EWB respectively

![](/files/-Mbdh2orAEs8QpduIyqC)

## **How to get the Reports?** <a href="#how-to-get-the-reports" id="how-to-get-the-reports"></a>

{% embed url="<https://youtu.be/Rj6N41ELd9o>" %}

Select “e-invoice Generated” under B2B e-Invoice module- You will get the list of all the IRNs and EWBs generated

![](/files/-MbdhE8VYsy4Mmkud-Yz)

Select “e-invoice Cancelled” under B2B e-Invoice module - You will get the list of all the IRNs and EWBs that have been cancelled (marked as optional)

![](/files/-MbdhLiSWKNe3G_lS8Vt)

Select “e-invoice Pending” under B2B e-Invoice module - You will get the list of all the documents that are pending for action​

![](/files/-MbdhSgZOzPHh-IUhOx9)

## **How to Print an e-Invoice?** <a href="#how-to-print-an-e-invoice" id="how-to-print-an-e-invoice"></a>

{% embed url="<https://youtu.be/zi4aXSZTKWU>" %}

Open the voucher / invoice and click on the print (Alt+P) With preview option. It will show the voucher/invoice with the IRN number and QR code​

![](/files/-Mbdha1qFWZechl_YXSv)

![](/files/-MbdheShYW7Qka2cxyPV)

### **How to configure Print invoice?**

Go to Configure (F12) to enable the statutory details on the print

![](/files/-Mbdhl3pDMgowzLQuKCi)

Enable the Title & Subtitle and additional information, if required, for printing

![](/files/-MbdhpYXsmDDEZxOjegM)

## **Feedback**

{% embed url="<https://docs.google.com/forms/d/e/1FAIpQLSdRIITthCEouHmXIUKEjmGpi_pTTRLKBfXhvu_LTubABfKBEA/viewform?usp=pp_url&entry.571883827=User+Manual+-+Tally+connector>" %}


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