In mid-2017, India introduced a new GST scheme with several unique requirements for invoices. Manager can handle this scheme, but several steps are required by the user. No custom theme is necessary.
Here are instructions you must follow to properly implement Indian GST.
Enable the Indian numbering system under Preferences. See this Guide:
Set up for showing HSN in one or both of two ways:
The two methods can be combined on a single form. HSNs entered by either method will show in a single column. Setup instructions for both methods follow.
Custom fields for line items
To add the capability to include HSN in a line item, go to Settings Custom Fields and find the list for
XXXXXXXX - Line, where
XXXXXXXX is the name of the form on which you want HSN to show. (Illustrations below are for sales invoices.) Click New Custom Field:
Name the field HSN and check the box to
Show custom field on printed documents:
Click Create. When entering line items, the
HSN field will appear:
Custom fields for inventory items or non-inventory items
To show the same HSN every time an inventory item or non-inventory item is added to an invoice, define a custom field for
Inventory Items or
Non-Inventory Items (or both, if necessary) under Settings Custom Fields. Mark the custom field to show both as a column and on printed documents:
When a custom field
HSN is created like this, you can then set the HSN value for your inventory items (in the Inventory Items tab and non-inventory items (under Settings Non-Inventory Items):
When items with HSNs are used on invoices, the numbers will automatically show in the
GSTIN identifiers can be entered under Settings Business Details for your business and under Customers tab for individual customers:
When a business identifier is entered, it will show under contact details like this:
Manager contains in-built tax codes for India. Add tax codes relevant to your business so they can be chosen on transactions.
Tax codes will show as a column for every line item where one is selected:
Legal requirements are to show totals for each tax code. This is what you should see in Manager:
Or if you are issuing invoices where amounts are tax-inclusive, you will see:
When charging GST on invoices, the invoice must say
Tax Invoice. Manager will modify the heading automatically if in-built tax code is used.
Common Indian practice adds the total invoice amount in words. If you set your base currency under Settings Base Currency to Indian Rupees, Manager will automatically inject the spelled out total as a custom field.