e-Invoice

Here are the steps to Generate e-Invoice. To learn more, you can also watch this RELY Online tutorial video:

Generate e-Invoice

To generate e-Invoice in Rely, first select the desired company.

1. Go to Reports > GST Reports > e-Way Bill/e-Invoice and press Enter key.

2. Enter details here such as:

Period - Enter the date for which you want generate e-Invoice.

Party - To view list of invoices for all the accounts, select All option, otherwise for a particular account, select Selected option and then select the account.

Transport - To view list of invoices for all the transports, select All option, otherwise for a particular transport, select Selected option and then select the transport.

Daybooks - To view list of invoices for all the daybooks, select All option, otherwise for a particular daybook, select Selected option and then select the daybook.

Include Invoices without Transport details? - Enter Y here, to includes invoices without transport details, otherwise enter N.

3. Two buttons will be displayed.

Generate e-Way/e-Invoice - Select this option and press Enter key to only generate e-Invoice.

Generate & Mail - Select this option and press Enter key to generate as well as mail e-Invoice. On selecting this option, Mail to (CA/TP) field will be displayed. Here, enter the email id to which you wish to send the generated e-Invoice.

4. Press Enter key.

5. List of invoices will be displayed. To view/edit/delete any invoice, select the invoice and press Enter key.

6. Select the invoice for which you want to generate e-Invoice, by pressing +/- or Space-bar key. A tick mark will be seen in the Status column.

7. Press F9 key to generate e-Invoice.

8. When Rely prompts, 'Want to generate Report. Are you sure?', select Yes option and press Enter key.

9. Excel file will open. Click on e-Invoice sheet. Click on Options, select Enable this Content option and press OK button.

10. Click on Validate button. Two scenarios are possible:

a. Validation Successful - If the file is validated successfully, it will prompt, 'Data Validated Successfully'. Click on OK button and go to step 11.

b. Validation Failed - In case, your file is not validated. it will prompt, 'Validation Failed! Please see the errors for each row in the column DP'. Click on OK button and go to the last column DP and check the error list. Errors will be described in detail here. Resolve all the errors one by one. Once all the errors are resolved, click on Validate button again. If the file is now validated successfully, go to step 11, otherwise repeat the point b.

Please make sure to fill in all the mandatory fields in the file.

11. Click on Prepare JSON button.

12. A message box will prompt, 'Data Validated Successfully', click on OK button.

13. A message box will prompt, 'JSON created at (Path)', click on OK button.

14. A file with extension .json will get created at the displayed path. You can now upload this file on the e-Invoice portal.