India

Installation

Install the following modules to get all the features of the Indian localization:

Name

Technical name

Description

Indian - Accounting

l10n_in

Default fiscal localization package

Indian E-invoicing

l10n_in_edi

Indian e-invoicing integration

Indian E-waybill

l10n_in_edi_ewaybill

Indian E-way bill integration

Indian - GSTR India eFiling

l10n_in_reports_gstr

Indian GST Return filing

Indian - Accounting Reports

l10n_in_reports

Indian tax reports

Indian - Purchase Report(GST)

l10n_in_purchase

Indian GST Purchase report

Indian - Sale Report(GST)

l10n_in_sale

Indian GST Sale report

Indian - Stock Report(GST)

l10n_in_stock

Indian GST Stock report

Indian localization modules

e-Invoice system

Odoo is compliant with the Indian Goods and Services Tax (GST) e-Invoice system requirements.

Setup

NIC e-Invoice registration

You must register on the NIC e-Invoice portal to get your API credentials. You need these credentials to configure your Odoo Accounting app.

  1. Log in to the NIC e-Invoice portal by clicking Login and entering your Username and Password;

    Note

    If you are already registered on the NIC portal, you can use the same login credentials.

    Register Odoo ERP system on e-invoice web portal
  2. From the dashboard, go to API Registration ‣ User Credentials ‣ Create API User;

  3. After that, you should receive an OTP code on your registered mobile number. Enter the OTP code and click Verify OTP;

  4. Select Through GSP for the API interface, set Tera Software Limited as GSP, and type in a Username and Password for your API. Once it is done, click Submit.

    Submit API specific Username and Password

Configuration in Odoo

To enable the e-Invoice service in Odoo, go to Accounting ‣ Configuration ‣ Settings ‣ Indian Electronic Invoicing, and enter the Username and Password previously set for the API.

Setup e-invoice service
Journals

To automatically send e-Invoices to the NIC e-Invoice portal, you must first configure your sales journal by going to Accounting ‣ Configuration ‣ Journals, opening your sales journal, and in the Advanced Settings tab, under Electronic Data Interchange, enable E-Invoice (IN) and save.

Workflow

Invoice validation

Once an invoice is validated, a confirmation message is displayed at the top. Odoo automatically uploads the JSON-signed file of validated invoices to the NIC e-Invoice portal after some time. If you want to process the invoice immediately, click Process now.

Indian e-invoicing confirmation message

Note

  • You can find the JSON-signed file in the attached files in the chatter.

  • You can check the document’s EDI status under the EDI Document tab or the Electronic invoicing field of the invoice.

Invoice PDF report

Once an invoice is validated and submitted, the invoice PDF report can be printed. The report includes the IRN, Ack. No (acknowledgment number) and Ack. Date (acknowledgment date), and QR code. These certify that the invoice is a valid fiscal document.

IRN and QR code

e-Invoice cancellation

If you want to cancel an e-Invoice, go to the Other info tab of the invoice and fill out the Cancel reason and Cancel remarks fields. Then, click Request EDI cancellation. The status of the Electronic invoicing field changes to To Cancel.

Important

Doing so cancels both the e-Invoice and the E-Way bill.

cancel reason and remarks

Note

  • If you want to abort the cancellation before processing the invoice, then click Call Off EDI Cancellation.

  • Once you request to cancel the e-Invoice, Odoo automatically submits the JSON-signed file to the NIC e-Invoice portal. You can click Process now if you want to process the invoice immediately.

Management of negative lines in e-Invoices

Negative lines are typically used to represent discounts or adjustments associated with specific products or global discounts. The government portal prohibits the submission of data with negative lines, which means they need to be converted based on the HSN code and GST rate. This is done automatically by Odoo.

Example

Consider the following example:

Product Details

Product Name

HSN Code

Tax Excluded

Quantity

GST Rate

Total

Product A

123456

1,000

1

18%

1,180

Product B

239345

1,500

2

5%

3,150

Discount on Product A

123456

-100

1

18%

-118

Here’s the transformed representation:

Product Details

Product Name

HSN Code

Tax Excluded

Quantity

Discount

GST Rate

Total

Product A

123456

1,000

1

100

18%

1,062

Product B

239345

1,500

2

0

5%

3,150

In this conversion, negative lines have been transformed into positive discounts, maintaining accurate calculations based on the HSN Code and GST rate. This ensures a more straightforward and standardized representation in the E-invoice records.

GST e-Invoice verification

After submitting an e-Invoice, you can verify if the invoice is signed from the GST e-Invoice system website itself.

  1. Download the JSON file from the attached files. It can be found in the chatter of the related invoice;

  2. Open the NIC e-Invoice portal and go to Search ‣ Verify Signed Invoice;

  3. Select the JSON file and submit it;

    select the JSON file for verify invoice

    If the file is signed, a confirmation message is displayed.

    verified e-invoice

E-Way bill

Setup

Odoo is compliant with the Indian Goods and Services Tax (GST) E-waybill system requirements.

API registration on NIC E-Way bill

You must register on the NIC E-Way bill portal to create your API credentials. You need these credentials to configure your Odoo Accounting app.

  1. Log in to the NIC E-Way bill portal by clicking Login and entering your Username and Password;

  2. From your dashboard, go to Registration ‣ For GSP;

  3. Click Send OTP. Once you have received the code on your registered mobile number, enter it and click Verify OTP;

  4. Check if Tera Software Limited is already on the registered GSP/ERP list. If so, use the username and password used to log in to the NIC portal. Otherwise, follow the next steps;

    E-Way bill list of registered GSP/ERP
  5. Select Add/New, select Tera Software Limited as your GSP Name, create a Username and a Password for your API, and click Add.

    Submit GSP API registration details

Configuration in Odoo

To set up the E-Way bill service, go to Accounting ‣ Configuration ‣ Settings ‣ Indian Electronic WayBill ‣ Setup E-Way bill, and enter your Username and Password.

E-way bill setup odoo

Workflow

Send an E-Way bill

You can manually send an E-Way bill by clicking Send E-Way bill. To send the E-Way bill automatically when an invoice or a bill is confirmed, enable E-Way bill (IN) in your Sales or Purchase journal.

Send E-waybill button on invoices

Invoice validation

Once an invoice has been issued and sent via Send E-Way bill, a confirmation message is displayed.

Indian e-Way bill confirmation message

Note

  • You can find the JSON-signed file in the attached files in the chatter.

  • Odoo automatically uploads the JSON-signed file to the government portal after some time. Click Process now if you want to process the invoice immediately.

Invoice PDF report

You can print the invoice PDF report once you have submitted the E-Way bill. The report includes the E-Way bill number and the E-Way bill validity date.

E-way bill acknowledgment number and date

E-Way bill cancellation

If you want to cancel an E-Way bill, go to the E-Way bill tab of the related invoice and fill out the Cancel reason and Cancel remarks fields. Then, click Request EDI Cancellation.

Important

Doing so cancels both the e-Invoice (if applicable) and the E-Way bill.

Cancel reason and remarks

Note

  • If you want to abort the cancellation before processing the invoice, click Call Off EDI Cancellation.

  • Once you request to cancel the E-Way bill, Odoo automatically submits the JSON-signed file to the government portal. You can click Process Now if you want to process the invoice immediately.

Indian GST Return filing

Enable API access

To file GST Returns in Odoo, you must first enable API access on the GST portal.

  1. Log into the GST portal by entering your Username and Password, and go to My Profile on your profile menu;

    Click On the My Profile from profile
  2. Select Manage API Access, and click Yes to enable API access;

    Click Yes
  3. Doing so enables a Duration drop-down menu. Select the Duration of your preference, and click Confirm.

Indian GST Service In Odoo

Once you have enabled the API access on the GST portal, you can set up the Indian GST Service in Odoo.

Go to Accounting ‣ Configuration ‣ Settings ‣ Indian GST Service and enter the GST Username. Click Send OTP, enter the code, and finally, Validate.

Please enter your GST portal Username as Username

File-in GST Return

When the Indian GST Service is configured, you can file your GST return. Go to Accounting ‣ Reporting ‣ India ‣ GST Return periods and create a new GST Return Period if it does not exist. GST Return file-in is done in three steps in Odoo:

Note

Tax Return Periodicity can be configured according to the user’s needs.

Send GSTR-1

  1. The user can verify the GSTR-1 report before uploading it to the GST portal by clicking GSTR-1 Report;

  2. If the GSTR-1 report is correct, then click Push to GSTN to send it to the GST portal. The status of the GSTR-1 report changes to Sending;

    GSTR-1 in the Sending Status
  3. After a few seconds, the status of the GSTR-1 report changes to Waiting for Status. It means that the GSTR-1 report has been sent to the GST Portal and is being verified on the GST Portal;

    GSTR-1 in the Waiting for Status
  4. Once more, after a few seconds, the status either changes to Sent or Error in Invoice. The status Error in Invoice indicates that some of the invoices are not correctly filled out to be validated by the GST portal;

    • If the state of the GSTR-1 is Sent, it means your GSTR-1 report is ready to be filed on the GST portal.

      GSTR-1 Sent
    • If the state of the GSTR-1 is Error in Invoice, invoices can be checked for errors in the Log Note. Once issues have been resolved, the user can click Push to GSTN to submit the file again on the GST portal.

      GSTR-1 Error in Invoice
    GSTR-1 Error in Invoice Log
  5. Click Mark as Filed after filing the GSTR-1 report on the GST portal. The status of the report changes to Filed in Odoo.

    GSTR-1 in the Filed Status

Receive GSTR-2B

Users can retrieve the GSTR-2B Report from the GST portal. This automatically reconciles the GSTR-2B report with your Odoo bills;

  1. Click Fetch GSTR-2B Summary to retrieve the GSTR-2B summary. After a few seconds, the status of the report changes to Waiting for Reception. This means Odoo is trying to receive the GSTR-2B report from the GST portal;

    GSTR-2B in Waiting for Reception
  2. Once more, after a few seconds, the status of the GSTR-2B changes to the Being Processed. It means Odoo is reconciling the GSTR-2B report with your Odoo bills;

    GSTR-2B in Waiting for Reception
  3. Once it is done, the status of the GSTR-2B report changes to either Matched or Partially Matched;

    • If the status is Matched:

      GSTR-2B Matched
    • If the status is Partially Matched, you can make changes in bills by clicking View Reconciled Bills. Once it is done, click re-match.

      GSTR-2B Partially Matched GSTR-2B Reconciled Bills

GSTR-3 report

The GSTR-3 report is a monthly summary of sales and purchases. This return is auto-generated by extracting information from GSTR-1 and GSTR-2.

  1. Users can compare the GSTR-3 report with the GSTR-3 report available on the GST portal to verify if they match by clicking GSTR-3 Report;

  2. Once the GSTR-3 report has been verified by the user and the tax amount on the GST portal has been paid. Once paid, the report can be closed by clicking Closing Entry;

    GSTR-3
  3. In Closing Entry, add the tax amount paid on the GST portal using challan, and click POST to post the Closing Entry;

    GSTR-3 Post Entry
  4. Once posted, the GSTR-3 report status changes to Filed.

    GSTR-3 Filed

Tax reports

GSTR-1 report

The GSTR-1 report is divided into sections. It displays the Base amount, CGST, SGST, IGST, and CESS for each section.

GSTR-1 Report

GSTR-3 report

The GSTR-3 report contains different sections:

  • Details of inward and outward supply subject to a reverse charge;

  • Eligible ITC;

  • Values of exempt, Nil-rated, and non-GST inward supply;

  • Details of inter-state supplies made to unregistered persons.

    GSTR-3 Report