Manage country-specific configurations for India

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If you are a business provider selling products or services to public sector companies or other businesses in India, you must comply with the e-invoicing requirements. In India, e-invoice files for billing documents are electronically authenticated by the Goods and Service Tax Network (GSTN) portal. Under the electronic invoicing system, an identification number called the Invoice Reference Number (IRN) and a QR code are issued against each billing document by the Invoice Registration Portal (IRP), managed by the GSTN.

Configure e-invoicing in Sovos for India

To configure e-invoicing for invoice clearance for India, you must create a company profile in Sovos. Zuora handles the configuration process on your behalf in Sovos, ensuring a seamless setup. You have to provide the following information required for the configuration to Zuora:

Company Name: Legal name of your business
GSTIN

Manage field mapping for e-invoice file templates

In the e-invoicing clearance process in India, ensure the field mapping for e-invoice file templates.

Configure e-invoicing business regions for India

You must specify the GSTIN number for the Seller in the Business Number field of the business Region.

The following table lists the business region settings you must configure in the Add Business Region dialog.

section	UI field	API field	Required by India	Description
Basic Info	Country	country	Yes	From the Country list, select a country or region where you must comply with e-invoicing requirements.
	Legal Business Name	businessName	Yes	In the Legal Business Name field, specify the full official name that the Seller is registered with the relevant legal authority.
	Legal Business Number	businessNumber	Yes	In the Legal Business Number field, specify the unique identifier number of the legal entity or person that you do business with. You must specify the GSTIN number for the Seller.
	Business Number Schema Id	businessNumberSchemeId	No	In the Business Number Schema Id field, specify the identification scheme identifier that an official registrar issues to identify the Seller as a legal entity or person.
	Trade Name	tradeName	Yes	In the Trade Name field, specify the name that the Seller is known as, other than the legal business name.
	Tax Register Number	taxRegisterNumber	No	In the Tax Register Number field, specify the Seller's VAT identifier (also known as Seller VAT identification number) or the local identification (defined by the Seller’s address) of the Seller for tax purposes, or a reference that enables the Seller to state the registered tax status.
	E-Invoice Destination Code	endpointId	No	In the E-Invoice Destination Code field, specify the Seller's electronic address, to which the application-level response to the e-invoice file might be delivered.
	E-Invoice Destination Code Schema Id	endpointSchemeId	No	In the E-Invoice Destination Code Schema Id field, specify the identification scheme identifier of the Seller’s electronic address.
Business Address	Address 1	addressLine1	Yes	In the Address 1 field, specify the first line of the Seller’s address, which is often a street address or business name.
	Address 2	addressLine2	Yes	In the Address 2 field, specify the second line of the Seller’s address, which is often the name of a building.
	Postal Code	postalCode	Yes	In the Postal Code field, specify the short code that can identify the business address.
	City	city	Yes	In the City field, specify the name of the city where the business is located.
	State/Province	state	No	In the State/Province field, specify the name of the state or province where the business is located.
Contact Info	Contact Name	contactName	No	In the Contact Name field, specify the name of the Seller contact to receive e-invoicing data.
	Email	email	No	In the Email field, specify the email address of the Seller contact to receive e-invoicing data.
	Business Phone Number	phoneNumber	No	In the Business Phone Number field, specify the business phone number of the Seller contact to receive e-invoicing data.
Service Provider	Provider	serviceProviderId	Yes	From the Provider list, select your e-invoicing service provider. For India, if the service provider is Sovos, the E-Invoice Process automatically changes to Clearance Only.
Digital Signature	Enable PDF Digital Signature	digitalSignatureEnable	No	Specify whether the e-invoicing service provider signs PDF files for billing documents. Click Yes to enable the setting. The default setting is NO. For more information, see Digital Signature.
	Show Signature Box	digitalSignatureBoxEnable	No	Specify whether the digital signature box is displayed on PDF files for billing documents. Click Yes to enable the setting. The default setting is NO.
	Coordination on PDF	digitalSignatureBoxPosX, digitalSignatureBoxPosY	No	In the text box, specify the position of the on-page signature box. If the coordinates are set to (0,0), the signature box will appear in the lower-left corner of the page, while the coordinates (595,842) place the signature box in the upper-right corner of the page.
Billing Document Type	Invoice Credit Memo Debit Memo	invoiceEnabled creditMemoEnabled debitMemoEnabled	Yes	Select one or more of the following billing document types to be supported: Invoice Credit Memo Debit Memo These document types are selected by default.

Configure e-invoicing profiles for accounts in Italy

You must specify the GSTIN number for the Buyer in the Business Number field of the account e-invoicing profile.

The following table lists the e-invoicing profile settings to configure for a customer account.

UI field	API field	Required by India	Description
Generate E-Invoice for Customer	enabled	Yes	Enable the e-invoicing profile for the customer account. If the following conditions are met, all billing documents for one account can be submitted to an e-invoicing service provider to be generated in electronic format: The account must be configured to generate e-invoice files for billing documents. The billing document must be in Posted status. A business region must be created for the billing country contact, and be linked to an e-invoicing service provider.
Business Category	BusinessCategory	No	The following three options are available: B2B (Business to Business) B2C (Business to Consumer) B2G (Business to Government) For Italy, specify the field as B2B or B2G.
Legal Business Name	businessName	Yes	In the Legal Business Name field, specify the full official name that the Buyer is registered with the relevant legal authority.
Legal Business Number	businessNumber	Yes	In the Legal Business Number field, specify the unique identifier number of the legal entity or person that you do business with. You must specify the GSTIN number for the Buyer.
Business Number Schema Id	businessNumberSchemeId	No	In the Business Number Schema Id field, specify the identification scheme identifier that an official registrar issues to identify the Buyer as a legal entity or person.
Tax Register Number	taxRegisterNumber	No	In the Tax Register Number field, specify the Buyer's VAT identifier (also known as the Buyer's VAT identification number) or the local identification (defined by the Buyer’s address) of the Buyer for tax purposes, or a reference that enables the Buyer to state the registered tax status.
E-Invoice Destination Code	endpointId	No	In the E-Invoice Destination Code field, specify the Buyer's electronic address, to which the application-level response to the invoice/billing document might be delivered.
E-Invoice Destination Code Schema Id	endpointSchemeId	No	In the E-Invoice Destination Code Schema Id field, specify the identification scheme identifier of the Buyer’s electronic address.

Configure sold-to contacts for accounts in India

You must configure sold-to contacts for customer accounts involved in the e-invoicing business in India.

The following table lists the contact-related fields involved in the e-invoicing business in India.

UI field	API field	Required by India	Description
Country	country	Yes	Specify a country or region where you must comply with e-invoicing requirements.
Address 1	addressLine1	Yes	Specify the first line of the Buyer’s address, which is often a street address or business name.
Address 2	addressLine2	Yes	Specify the second line of the Buyer’s address, which is often the name of a building.
Postal Code	postalCode	Yes	Specify the short code that can identify the business address.
City	city	Yes	Specify the name of the city where the business is located.
State/Province	state	No	Specify the name of the state or province where the business is located.

Create custom fields specific to e-invoicing

You must create and manage custom fields to store country-specific information for mapping to Sovos. It is best practice to use the objects and custom fields listed in the following table.

Object	Custom field	Notes
Product Rate Plan Charge	HSN__c	Create this custom field of the string type to store HSN codes. While configuring e-invoicing for India, ensure that you configure HSN codes for all your products and services under the Product Catalog. Electronic billing documents can be generated only with an HSN code. The use of HSN codes is mainly for dealers and trades. They must adopt 2-digit, 4-digit, and 8-digit HSN codes depending on the business turnover. For more information, see GST HSN Codes.
Account	SupplyType__c	Create this custom field of the picklist type to store the type of supply. This picklist field has the following options: B2B: business to business SEZWP: SEZ with payment SEZWOP: SEZ without payment EXPWP: export with payment EXPWOP: export with payment DEXP: deemed export Note that the values of the picklist field must use short names like B2B, SEZWP, and so on.

Object

Custom field

Notes

Product Rate Plan Charge

HSN__c

Create this custom field of the string type to store HSN codes.

While configuring e-invoicing for India, ensure that you configure HSN codes for all your products and services under the Product Catalog. Electronic billing documents can be generated only with an HSN code. The use of HSN codes is mainly for dealers and trades. They must adopt 2-digit, 4-digit, and 8-digit HSN codes depending on the business turnover. For more information, see GST HSN Codes.

Account

SupplyType__c

Create this custom field of the picklist type to store the type of supply. This picklist field has the following options:

B2B: business to business
SEZWP: SEZ with payment
SEZWOP: SEZ without payment
EXPWP: export with payment
EXPWOP: export with payment
DEXP: deemed export

Note that the values of the picklist field must use short names like B2B, SEZWP, and so on.

These custom fields are integral to the default e-invoice file templates. If you opt to define custom fields with different names or on alternative objects, you are required to make adjustments to the default templates.

Retrieve e-invoicing results

You can use the "Retrieve e-invoicing results" operation to retrieve e-invoice results according to the ID of a billing document. The document ID can be the ID of an invoice, a credit memo, or a debit memo.

The e-invoicing result fields might be different by country. For example, a QR code and an IRN are returned for the India e-invoicing clearance process.

The e-invoicing result fields on EInvoiceData include the following fields for India:

QrCode: This field stores the QR code data that has been Base64 decoded. In India, the code is a signed QR code in the format of JSON Web Token (JWT), consisting of three parts: signature parameters, data, and a signature.
ReferenceNumber: This field stores a unique number generated by the tax authority. In India, it is known as the Invoice Reference Number (IRN). IRN is a distinct code created by the Invoice Reference Portal (IRP) for every electronic invoice (e-invoice) file issued under the Goods and Services Tax (GST) system. This number is essential for verifying and authenticating e-invoice files within the Indian e-invoicing system.
DocumentId: This field stores the ID of the billing document, for which the e-invoice file is generated.
DocumentType: This field indicates the type of the billing document, for which the e-invoice file is generated.

The eInvoiceFileId field on the Invoice object stores the ID of the Base64-encoded e-invoice file, a cleared document in JSON format.