Customize E-Invoicing & E-Way Bill Settings (Local Settings)

Navigate to the print format settings. This section determines how the downloaded PDFs of invoices will appear. It's essential to set this up correctly to ensure your invoices are clear and professional.

The default print format includes key details such as the invoice number, invoice date, recipient, and seller GSTN. These fields are pre-configured to meet standard invoicing requirements.

Customize the print format to suit your specific needs. For example, you can rearrange the order of details: set the invoice number as the first detail, seller details as the second, invoice date as the third, and buyer JSON as the fourth. This flexibility ensures your invoices align with your business preferences.

Once you've customized the format, save your changes. The system will now generate and download PDFs in the updated format, reflecting your preferences.

Move to the roles settings. This feature allows you to assign specific roles to users in the user access settings. Roles include admin, view only, non-cancel evil only access, and invoicing only access. Assigning roles ensures that users have the appropriate level of access based on their responsibilities.

Navigate to the import settings. This feature is particularly useful when you want to restrict the ingestion of new invoices beyond a specific date. It's a helpful tool for maintaining control over your invoicing data.

Set a specific invoice date in the import settings. The system will block users from ingesting invoices dated beyond this point, ensuring compliance with your data management policies.

Select the GSTN and apply the validation rules accordingly. This ensures that the system enforces the correct restrictions based on the GSTN you've chosen.