e-Invoice

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

Generate e-Invoice

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

1. Go to Reports > GST Reports > e-Way Bill/e-Invoice.

2. Enter details here such as:

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

Day-book - If you want to view report for all the day-books, select All option. Otherwise to view report for a particular day-book, select Equal To option and then select the day-book.

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

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

Pending - Select this option to view list of invoices for which e-invoice has not been generated.

Generated - Select this option to view list of invoices for which e-invoice has been generated.

All - Select this option to view list of all the invoices.

Include Invoices without Transport details? - Tick here, to includes invoices without transport details.

3. Click on Load Invoices button.

4. List of invoices will be displayed. To view/edit/delete any invoice, double click on the selected invoice or tick on the last column Open.

5. Two buttons will be displayed.

Generate e-Invoice Offline (XLSM) - Click on this button to only generate e-Invoice.

Generate & Mail - Click on this button 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 and then click on Send button.

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

7. 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 8.

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 8, otherwise repeat the point b.

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

8. Click on Prepare JSON button.

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

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

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