Welcome to the 'WebPlanex - GST Invoice India Plugin' for your GST billing needs.
Before you start using the plugin, there are a few basic setup steps that need to be completed to ensure proper configuration and smooth functioning.
Configure GST Invoice Settings
After authorization, you will be redirected to the WebPlanex: GST Invoice India Dashboard.
Go to Settings, configure your GST settings such as Store Information, GST Settings, Invoice Numbering, Shipping & Fee GST, Email Notifications, and other invoice-related settings to make your store GST compliant.
A. Upload Logo & Signature
To upload your company logo and signature, These details will appear on invoices and other GST documents.
B. Store Information
The Store Information section is important for ensuring your invoices, credit notes, and reports remain GST compliant.
Fill in the required details such as Company Name, GSTIN, Store Address, State, and Terms & Conditions.
All these details will automatically appear on your invoices and GST documents, ensuring proper branding and compliance.
C. Prefix & Running Numbers
This section allows you to configure prefixes and numbering formats for invoices, credit notes, offline orders, and estimates. These settings help maintain organized and sequential document tracking.
D. GST Settings
In this section, you can configure how GST is applied to your store’s products, shipping charges, fees, and customer orders.
- GST Settings
- GST is Included in Product Price – Enable if product prices already include GST.
- Charge IGST on Export Orders – Apply IGST for export or inter-state orders.
- Apply GST When Product Has Full Discount – GST will still apply on free or fully discounted products.
- Shipping Settings
- GST is Included in Shipping Price – Enable if shipping already includes GST.
- Show GST on Shipping – Shows GST breakup on invoice.
- Shipping GST – Set GST rate for shipping charges.
- SAC Code – Enter SAC code for shipping services.
- Fee Settings
- GST is Included in Fee Price – Enable if fees already include GST.
- Show GST on Fee – Displays GST separately for fees.
- Fee GST – Set GST rate for extra charges like handling or packaging.
- Fee SAC Code – Enter SAC code for fee services.
- Tax Calculation
- Customer Billing Address – GST calculated based on billing address.
- Customer Shipping Address – GST calculated based on shipping address.
- System applies CGST + SGST for same state and IGST for different state automatically.
E. Email Settings
You can set when GST invoices are automatically sent to customers, such as on order creation, processing, or completion, or disable automatic emails.
Store admins can also receive copies of invoice emails by adding one or multiple email addresses (separated by commas or Enter).