# 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;

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MbdetjTvXof2V0D3Chc%2F-MbdgHcnbWa_SqTFWRKr%2Fimage.png?alt=media\&token=175d78b8-0981-4c5b-b031-f36341a5c755)

### 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

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MbdetjTvXof2V0D3Chc%2F-MbdgfrfC2qrLPywzk3S%2Fimage.png?alt=media\&token=c9fae245-e17b-4f7e-9a69-0f232af173b8)

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

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MbdetjTvXof2V0D3Chc%2F-Mbdgl5k4tLmnDT0NObU%2Fimage.png?alt=media\&token=a1558372-0e80-4f32-bf5f-ed36d4370f7d)

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

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MbdetjTvXof2V0D3Chc%2F-Mbdgu3lZoJ4gxjmeWGR%2Fimage.png?alt=media\&token=af494f1c-3073-49f5-86cb-f742dc23d7f8)

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

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MbdetjTvXof2V0D3Chc%2F-Mbdh2orAEs8QpduIyqC%2Fimage.png?alt=media\&token=e5c4169d-b237-49f2-9220-9108b63d7c50)

## **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

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MbdetjTvXof2V0D3Chc%2F-MbdhE8VYsy4Mmkud-Yz%2Fimage.png?alt=media\&token=de0b298b-8730-4d14-bbac-bcf8e0afea68)

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)

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MbdetjTvXof2V0D3Chc%2F-MbdhLiSWKNe3G_lS8Vt%2Fimage.png?alt=media\&token=b3723ec5-9b5a-4df3-9b50-cce6ce59d7f8)

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

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MbdetjTvXof2V0D3Chc%2F-MbdhSgZOzPHh-IUhOx9%2Fimage.png?alt=media\&token=0c624e4c-a20c-4377-9c06-79735ab338c4)

## **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​

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MbdetjTvXof2V0D3Chc%2F-Mbdha1qFWZechl_YXSv%2Fimage.png?alt=media\&token=fb5cdc60-51a3-4972-b2bd-08b9b0f845ac)

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MbdetjTvXof2V0D3Chc%2F-MbdheShYW7Qka2cxyPV%2Fimage.png?alt=media\&token=96eb4686-074e-4248-98c6-b02bba8cebf0)

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

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

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MbdetjTvXof2V0D3Chc%2F-Mbdhl3pDMgowzLQuKCi%2Fimage.png?alt=media\&token=4da56a22-dca9-416c-ab5d-762f9fb5e1cb)

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

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MbdetjTvXof2V0D3Chc%2F-MbdhpYXsmDDEZxOjegM%2Fimage.png?alt=media\&token=239ae7b8-f414-43c1-953a-0aff457a3eab)

## **Feedback**

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