How to Prepare GST Invoices in Accounts Module of Borg Desk ERP?

Creating GST invoices in Borg Desk ERP is a simple and automated process. Follow these steps to generate GST-compliant invoices efficiently:

Step 1: Access the Accounts Module
1️⃣ Login to your Borg Desk ERP account.
2️⃣ Navigate to the Accounts Module---> Manage Sales Invoice
3️⃣ Click on "Generate Invoice" under the Billing or Invoicing section.

Step 2: Select Customer & Order Details
✔️ Choose the Customer: Select an existing customer or add a new one.
✔️ Invoice Date :  Date of Invoice / Billing Date 
✔️ Due Date :  Last Date of Payment Waiting Cooling Period, After This, System will start Sending Gentle Reminders to Customers
✔️ Order By :  Name of Contact Person at Cutomer Side who has given Order to us
✔️ Enter Order Number: Add order number, Invoice date, Due Date and other relevant details.
✔️ Email ID (CC) :   This email id would be used to send Invoice along with regisrted email id of customer when we send Invoice by Clicking on "Send Mail" on Invoice.
✔️ Renarks :  This is just for Reference text to put if required.
✔️ Motor Vehicle Details :  Vehicle Details number Input Box to be used in case of Product Company which used transpost for transporting materials.
✔️ Station :  Here, Place name of Destination nearest Statstion
✔️ E-Way Bill No :  E-Way Bill no to be updated to update in the Invoice
✔️ Select Invoice Type (Product/Service) - In case of Product, Stock will be minus 
✔️ Select the Products/Services: Pick items from the Product / Service Master with pre-defined prices, GST %, and discounts (if applicable). In Case of Order, All Product (Order) Details would added while generating Orders.

Step 3: Auto-Calculate GST & Discounts
✔️ Borg Desk ERP automatically applies GST based on the product category & tax settings in the Product or Service Master.  Lean More Auto-GST Selection
✔️ GST Type will be set automatically (If Sate Code of customer & your company is there in the Customer Master & Manage Profile Respectively) However If needed, manually adjust GST % (CGST, SGST, IGST) based on the transaction type (intra/interstate) can also be done.
✔️ Apply any discounts as per the customer-specific price list (Auto Pick Discount% from Price List Applicable otherwise Manually can also be updated)

Step 4: Customize Invoice Format
✔️ Choose Invoice Template: Borg Desk ERP offers multiple invoice formats. Click to know more
✔️ Upload Company Logo, Stamp, QR Code, Digital Signature (if required). Click to know more

Step 5: Generate & Share the Invoice
✔️ Click "Generate Invoice" to create a GST-compliant invoice.
✔️ Preview & Verify the invoice details before finalizing.
✔️ Download in PDF format or send directly via Email/WhatsApp from the ERP.
✔️ The invoice is automatically recorded in the system for future reference & reporting.

Additional Features & Options:
❌ E-Way Bill & E-Invoicing Integration (Not Available Now but It's a part of Future Roadmap of ERP)
✅ Track Payment Status (Paid / Unpaid / Partial Payment)
✅ Auto-Generate GST Reports for Tax Tracking.
❌ GST Report for Return Filing (Not Available Now but It's a part of Future Roadmap of ERP)
✅ Invoice Note setting is done inside Accounts Module Setting. Click to know More
✅ Shipping Address can be picked from the list in the bottom as per applicable
✅ Along with Invoice No Prefix is set inside Accounts Module Setting.
✅ Invoice No gets set automatically incremented with +1 on previous invoice no ( It adds +1 on previous Invoice No). It also displays previous Invoice No for reference on just above the Invoice no box.

With Borg Desk ERP, preparing GST invoices becomes effortless, accurate, and compliant with tax regulations!

If Still any Concern or need one-to-one session with our Product Manager  Reach out to us on https://wa.me/919667916787 or Mails us from your regisrted email id to "[email protected]" our team will get back to you

Admin

June 29, 2021

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