Configure UPI IDs, Email Workflows, and Expiry Alerts (Local Settings)
The contact list includes details like the contact person's name, email ID, phone number, and GSTN number. Keeping this updated is crucial for accurate invoicing.In this tutorial, we'll guide you through the local settings for E-invoicing Enable Part 1 in the E-way bill dashboard. By the end of this guide, you'll know how to manage UPI accounts, email settings, alerts and notifications, and the customer master sheet effectively. These settings are essential for ensuring smooth invoicing operations and maintaining accurate records.
Navigate to the Settings section in the E-way bill dashboard. This is where you'll find all the configuration options for your invoicing setup.
Start by managing UPI accounts. These are crucial for generating and maintaining B2C invoices. The payee UPI ID is a mandatory field for B2C invoices, so ensure it's correctly set up.
To add a new UPI account, click on the Add New UPI button. This will open a form where you can input the required details.
Enter your UPI ID in the designated field. Make sure the ID is accurate to avoid payment issues.
Select the GSTN or organization for which you need the UPI ID. This step links the UPI ID to the appropriate entity.
Next, move to email settings. In the Clear Tax system, there's an Invoice Email Sender feature that allows you to send invoices directly to customers.
Go to the Invoice section to access email-related settings.
Invoices can be sent to respective email IDs. Ensure the email IDs are accurate to avoid delivery issues.
Click on the email to view the email ID currently in use for sending invoices. This helps you verify or update the sender's email.
To automate the process, maintain your vendor contact master. This ensures all email communications are streamlined.
Here's how to do it: Go back to Settings and select Email Settings. This section allows you to configure email templates and sender details.
When an email is sent from Clear Tax, the recipient will receive the invoice details along with a reply-to option. This ensures seamless communication.
If the recipient clicks on reply, the email will go to the respective email ID's Reply-To section.
The recipient can respond to this email ID, ensuring all replies are directed to the correct address.
The reply-to name will be the name you saved in the system. This adds a personalized touch to your communications.
You can view your email templates from this section. Templates help maintain consistency in your email communications.
To modify the templates, go to your respective Invoice Settings. This allows you to customize the content as per your requirements.
Setting Up Alerts and Notifications
Now, let's look at alerts and notifications. This feature is particularly useful for keeping track of e-way bill expiry alerts.
Finally, let's discuss the customer master. This is where you can maintain your contact list, which includes all the details of your customers.
The contact list includes details like the contact person's name, email ID, phone number, and GSTN number. Keeping this updated is crucial for accurate invoicing.
To create a new contact, click on Import to upload an Excel sheet or enter the details manually. This flexibility allows you to choose the method that works best for you.
Enter the contact person's name, email ID, phone number, and GSTN. Double-check these details for accuracy.
Enter all the required details as follow:-
Enter the GSTN of your customer or recipient. This field is important as it determines where the emails will be sent.
Choose whether to keep the email communication in CC or BCC. This gives you control over how the emails are shared.
Enter the business name and contact type. This helps categorize your contacts for better organization.
Save the contact by clicking the Create button. The contact will now be added to your records.
The contact will now appear in the records of ClearTax. When you trigger an email for invoices pertaining to the recipient's GSTN, the email will be sent to the respective email ID.
This concludes the tutorial on managing local settings for E-invoicing Enable Part 1 in the E-way bill dashboard. By following these steps, you'll ensure your invoicing process is efficient, accurate, and compliant.
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