Raise an invoice and send it to your client
Bill a client’s sites for a month with the right GST, send the invoice, and record what the client pays. TDS included.
Who can do this: Administrators and finance
Before you start
- Your agency’s GSTIN is on Agency Profile.
- The client has a GSTIN, or a state if it has none. That decides CGST and SGST, or IGST.
- Each site has its monthly value, on the site. That is what its invoice bills.
Raise it
- Open Finance and choose New Invoice.
- Pick the client and the billing period, and tick the sites to bill. A site already billed for that period is marked.
- Tick Reverse charge only if the client pays the GST under reverse charge.
- Check the issue and due dates, and the preview: subtotal, tax, place of supply and total.
- Choose Generate. Each site gets its own invoice.
Send it
Trela does not email invoices to your clients. Open the invoice from the list, choose Download PDF, and send it the way you usually do. A client contact with Trela Client View access finds it there too, ready to download. The attendance sheet behind the invoice can be downloaded from the same window, site by site.
Register an e-invoice
If you issue e-invoices, choose Generate e-invoice in the invoice, register it on the GST portal, then paste back the four things the portal returns — the IRN, the acknowledgement number and date, and the signed QR code — and choose Record IRN.
Record the payment
- Open the invoice and go to Payments received.
- Enter the amount received. If the client deducted TDS, enter it and its section. Paid net of 2% TDS fills both in for a contract payment.
- Enter the date and the UTR or cheque number, and choose Record payment.
Put a mistake right
An issued invoice is not edited. Raise a credit or debit note from the invoice, or cancel it while the invoice still says it can be cancelled.
To raise every client’s invoices on the 1st of each month for the month just ended, turn on Auto-generate monthly invoices in Configuration → Commercial.