Collaborate on Software Company Invoice Format for Customer Service with Ease Using airSlate SignNow

Software company invoice format for Customer Service

welcome to tally help videos in this video you will understand how to start using tally Prime for E invoicing under e invoice integration phase in the E invoice integration phase applicable from the first of January 2023 it is mandatory for your company to connect your invoicing solution or software to the fatura portal or E invoice system if your company is registered under bat then you need to generate invoices for all your transactions online and tally Prime enables you to generate an invoice for a single voucher or multiple vouchers however before you can start generating e invoices for your voucher seamlessly you need to generate invoice login credentials that will connect your company in tally Prime to the E invoice system for E invoicing purposes we recommend you to use tally Prime edit log which will help you detect modific ations made in the vouchers for which the invoices are generated let us see how to create or alter your company you might have already created the company or you may be creating it now irrespective of that you need to specify a few details in your company to get started with en invoice integration Phase 2 press alt plus key alter and then press enter ensure you specify the building number District postal code telephone mobile and email these details are necessary to generate or renew e invoice login credentials enable the option provide seller ID details and enter the details once you have all the necessary details in the company you are all set to generate your e invoice login credential in tally Prime press f11 then set enable value added taxs V to yes and press enter the vat details screen appears ensure that you select the vrn type relevant to your company say company registration thereafter specify that number registration date and periodicity set e invoice in integration phase applicable as yes if security is not enabled then tally Prime asks you to enable the security and enter your username and password and the applicable from date should be the date on which e invoice integration phase became applicable to your company as you press enter on the date the E invoice login credential screen appears if you do not have e invoice login credentials then you need to generate one it it is important to note that you need to generate unique e invoice login credentials for a specific software to generate e invoice login credentials press G or click generate a certificate signing request CSR form appears the screen has all the information necessary to generate invoice login credentials including your company name V number organization unit tin and other such details tin and other details are pre-filled based on the information specified in the company under F1 you can update the details if needed under invoice type standard and simplified invoice is selected you can change the invoice type if needed for the Tob invoices you need a standard invoice while you can use the simplified invoice for b2c transaction location is prefilled based on the company details specify your industry name now you need to log in to the E invoice system to generate an OTP enter the OTP generated on the E invoice system and press enter enable send the CSR form after saving press y to accept and send the form to the E invoice system you can see that tally Prime is sending a request to generate e invoice login credentials once the invoice login credentials are generated you receive an email on your registered email ID and you will be back on the back detail screen location of e invoice archives is the folder path in which the E invoices will be available after generation you can change the path by specifying the path or s colting from the drive as convenient to you once you have the E invoice login credentials you can specify the E invoicing details press f11 then set enable value added tax V to yes and press enter press F12 and set address in local language to yes and press control+ a to save now enter your address in Arabic and press control+ a to save now let us see when and how to revoke e invoice login credentials you may need to revoke your e invoice login credentials if you want to generate new e invoice login credentials for another invoicing solution or software in a different scenario you might want to renew the details such as in invoice type or any other information filled in the CSR form or you might have accidentally revoked your e invoice login credentials from the e invoice system in such cases you need to revoke the E invoice login credentials in tally Prime press contrl + I type or select e invoicing integration phase history and press enter press called plus r to revoke the E invoice login credentials press y to continue tally Prime asks you again if you want to revoke the E invoice login credentials press y to continue the E invoice login credentials get revoked you can easily view the history of invoicing details and if you want to view the CSR form filled at any point in your history of invoicing enable view CS R details you can view the CSR details on the screen in the display mode as you saw you can easily get started with e invoicing under inv invoice integration Phase 2 in tally Prime all you need to do is specify the necessary details in the company enable invoice integration under V details and generate or renew e invoice login credentials if you want to revoke e invoice login credentials then you can do so in a matter of seconds with the invoice login credentials and invoicing details you are all set to generate e invoices in tally Prime thank you to know more about tally Prime features visit help. 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