To create an invoice please go to Sales >> Click on invoices >> Click on the Create invoice button.
Click on the Export/SEZ option to create an Export Invoice as shown in the image below.
Add Customer:
To Add an Export customer, please click on Add New Customer.
Kindly add all the necessary details like Name, mobile number, Email, etc.
While adding the Billing Address, do not forget to select the country.
Select another territory as a state and add the billing address.
To add the existing Customer please search the customer’s name and select the customer.
Add Other details:
Invoice date: Add the created date of the invoice.
Due date: Add the due date of the payment for the invoice.
References: you can add the PO number, E-way bill number, salesperson number ,etc in the references.
Add Export Details:
Select “Export Types” as per your requirements,
Case 1: “Export under bond/LUT” means an export invoice raising without IGST. Businesses need to take a Letter of Undertaking (LUT) from GST department.
Case 2: “Export with IGST” mean businesses can raise an invoice with IGST payment and apply for refund after the payment.
Case 3: “SEZ with IGST payment” apply to businesses who exporting to Special Economic Zones (SEZ). The supply of goods to an SEZ is treated as a zero-rated supply, which means the taxes on the export need not be paid.
Case 4: “SEZ without IGST payment” also apply to businesses who exporting to Special Economic Zones (SEZ) but can take LUT certificate and can raise invoice without GST.
Case 5: “Deemed Export” apply to businesses with future trade agreements. All deemed exports are mandatory for IGST payments. Supply cannot be made under LUT/ Bond for deemed exports.
Select “Country of Supply”
Enter Export Shipping Details(Optional):
Enter the Shipping bill Date, Shipping bill, and Shipping Port Code.
Enter Currency details:
Add Products:
To add new product
To add an existing product search the product name in the search bar >> add the quantity >> click on add to bill.
To enter the product unit price in another currency selected above, Turn ON the toggle mentioned below,
Add Additional Charges:
Click on Add new charges to add new charges or add from existing charges,
Add Notes and Terms:
To add notes and terms, please enter the details in the below mentioned fields.
Add Bank and Signature:
Select the bank and signature from the option mentioned below and save the export invoice.
