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We understand that managing taxes on invoices can get tricky, especially when your billing company operates in a different state than that of your customer's GST registration. In this article, we will show you how you can define separate taxes at the customer master level. This will automate tax selection on invoices considering the GST number of both the customer and billing company under which the invoice is generated.
Go to Masters - Customers - EDIT - Enter the correct GST number - Scroll down and select Taxes under Applicable Taxes and Interstate Taxes - Save
Go to Masters - My Companies - EDIT your company - Enter the correct GST number - Save Changes
Once you generate an invoice, based on the GST number entered in your Customer Masters and the company the invoice is created under, the state or interstate taxes will be selected automatically.
Go to Operations - Billing - Click on Add invoice - Select customer - Click on Change next to Billing as and select the company
Taxes are automatically selected based on the GST numbers provided for both the customer and company.
In the absence of a GST number in either the customer or company details, taxes will be determined by the GST number that is entered.
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