E-Invoice Setup

1. Click the icon, enter E-Invoice Setup, and select the relevant link.
2. In the General FastTab:
   • Enable the E-Invoice toggle to activate the functionality.
   • Specify the e-Invoice Version.
   • Set the Effective Date for when the system should start sending transaction data.
   • Specify the WS Maximum No. of Tries to determine how many attempts the system makes to send a request in case of a timeout or error. The default value is "0".
   • Specify the WS Delay Between Tries (ms) to define how long the system waits for a response. The default value is "0".
   • Configure the Country Code and Currency Code options.
   • For debugging, enable Show JSON to display a pop-up with the request and response during data transmission.
3. In the API Configuration FastTab:
   • Enable Log to activate logging functionality.
   • Copy the Authorization Token provided by ClearTax, and paste the Token in the fields for API authorization.
   • Use the Generate links to create necessary configurations provided by ClearTax.
   • Use the Upload links to upload required data or documents to ClearTax.
   • Enable the Telemetry Tag option, if needed.
4. In the Default Values FastTab:
   • Select the default values for Currency Code, Item Classification, State Code, and Unit Code from the catalog for transactions.
5. In the Invoice Type FastTab:
   • Select the default invoice type code from the E-Invoice Type for sales and return transactions. The e-Invoice types are used to identify the document type.