How to Manage GST Information
1. Add a New GST Info
Step 1: Navigate to Billing Settings
Go to Billing Settings.
Step 2: Access GST Info
Under the GST Info tab, click the + Create button and select GST Information.
Step 3: Enter GST Details
Key in all the required details for the GST information.
Once the steps are completed, the GST status at the HQ level will be marked as Active, and the GST rates will automatically be assigned to all active and pending centres.
Billing documents will show the applicable GST rate based on the effective and end dates.
Example: If GST is 7% from Jan 1-Dec 31, 2022, and 8% from Jan 1-Dec 31, 2023, an invoice dated Jan 5, 2022, will follow the 7% rate.
Note:
Effective dates must not overlap with any existing active GST information.
A duplicate effective date or overlapping date range will trigger an error.
2. Edit GST Info in HQ
Step 1: Access GST Info in HQ
Under the GST Info tab, go to the Active tab.
Step 2: Select GST Rate to Edit
Choose the GST rate you want to edit.
You can change the effective or end date, but the system will validate that the date range does not overlap with existing GST dates.
Step 3: Save Changes
Once saved, the new GST information will be updated and applied to all centres using that rate.
3. Archive GST Info in HQ
Step 1: Access GST Info
Go to the GST Info tab and select Active.
Step 2: Choose GST Rate to Archive
Select the GST rate you want to achieve.
Step 3: Archive GST Rate
GST rates with a current effective date cannot be archived. An error message will appear if this is attempted.
Step 4: Impact of Archiving
When archived, the GST rate will be removed from all centres under the HQ.
Past billing documents (invoices, receipts, CNs, refund slips, cancellations, write-offs) will remain unaffected.
4. View GST Info at Centre Level
Step 1: Navigate to Centre Management
Go to Centre Management and select your centre.
Step 2: Access GST Info
On the centre’s profile page, go to the Billing Profile tab and select the GST Information section.
