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Three things to configure

Billing Indian customers correctly means three things must be in place before you invoice: your company GST details (so invoices carry a valid GSTIN and the right tax split), IRP e-invoicing credentials (so B2B invoices get an IRN from the government portal), and, if you also sell into the US, your tax nexus. All three live under Settings. This workflow configures each and then issues and verifies a GST-correct invoice.
Settings changes are an owner/admin task. Open Settings to reach the GST, IRP, and tax-nexus screens listed on that page.

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Before you start

  • Your GSTIN (15 characters), PAN, and registered legal/trade name and address.
  • Your NIC IRP API credentials (client id/secret, username, password) if you want e-invoicing — start in the Sandbox environment.

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Steps

1

Configure company GST

Go to Settings → GST configuration. Enter your GSTIN and click Validate — a valid GSTIN auto-fills the State code, State name, and PAN. Fill in Business details (legal name, trade name, registered address) and Tax settings:
  • SAC code — defaults to 998314 for SaaS.
  • GST rate (%) — standard software rate is 18.
  • LUT for exports — tick if you have a Letter of Undertaking (0% GST on export of services).
Click Save configuration.
2

Set HSN/SAC on your catalog

HSN/SAC codes flow onto invoice line items from your catalog. Set a plan’s code in Plans → (a plan) → Edit plan → HSN/SAC code, and per-metric codes in a plan’s Usage charges editor. A blank code falls back to the tenant default from the GST screen.
3

Connect the IRP for e-invoicing

Go to Settings → E-invoicing (IRP). Toggle Enable e-invoicing, choose the Environment (start with Sandbox), and enter your GSTIN and NIC credentials (Client ID, Client secret, Username, Password). Click Test connection to confirm the credentials work, then Save configuration. B2B invoices will now be registered for an IRN.
4

(If you sell into the US) declare tax nexus

Go to Settings → US sales-tax nexus. Add each state where you collect sales tax with its nexus type (physical, voluntary, economic) and click Save states. The Economic-nexus status table below tracks YTD taxable sales and transactions per state and flags threshold crossings.
5

Issue and verify a GST-correct invoice

Bill an Indian customer as usual, then open the invoice from Invoices. In the detail sheet check:
  • The amount breakdown shows the correct GST split — CGST + SGST for an intra-state customer, or IGST for inter-state.
  • Each line item carries its HSN/SAC and tax rate.
  • The E-Invoice section shows status GENERATED with an IRN and Ack No/Date.
If e-invoicing status is FAILED, use Retry in that section; a GENERATED invoice can be withdrawn with Cancel IRN (pick a cancel reason). The E-Invoice column on the Invoices list mirrors this status.
Keep IRP in Sandbox until you’ve generated a test IRN end to end. Switch the environment to Production only when you’re ready to file real e-invoices.
  • Settings — company details, GST, e-invoicing, and tax nexus.
  • Invoices — where the GST split, IRN, and e-invoice status appear.
  • Plans & products — set HSN/SAC codes on plans and usage charges.