How to share multiple GST entities with your customer associate for invoicing

How to create and share GST entities?

Step 1:

Go to Masters - Suppliers - Click on Add New Supplier - Create supplier account with Type- Company - Enter the same GST, State, Address, and Name details as per your company.

Step 2:

Go to My Companies - Click on ‘Add Company’ - Enter details that match your Supplier profile - Under Supplier select the profile you have just created - Save

Step 3:

Go to Masters - Suppliers - Click on the gear icon to the right of the GST entity you have created - Click on Share with Associate - Select the Customer associate you want to share with - Save

Your customer associate can view the request under Network - My Associates. Once they have accepted your request, your entity’s profile will be added as a Supplier.

Now that you have successfully shared your entity profile with your customer associate, let's understand how the invoice-sharing process works under the shared entity profile.

How to create and share invoices under your shared entity?

Once you have generated an invoice under the shared GST entity, share the invoice with your customer associate.

The invoice you have shared will be visible to your customer associate under Operations - Purchase Invoice - Incoming