Invoicing Solution Overview

Owned by Suprit Bhattacharjee
Last updated: Jun 07, 2023 by Rahul Singh
4 min read

Tax Computation

  • Using this feature, brands can compute and get tax details for given line items.

  • There are 2 API calls here:

    • Compute Tax API call - For computation of tax details. The line item details will be passed in the request payload of the API call.

    • Get Tax API call - To get the tax details already computed. This API call can only be used if the tax details were stored during the compute tax API call.

Storing Tax Details

  • Brands can also store the tax details already computed in RMS (Please refer the RMS API documentation to see how to do this ( insert the link))

    • Suppose the use case is computing tax details for customer orders.

    • So, for each customer order brands can store the tax details in RMS.

    • The tax details for each customer order can then be downloaded from the Tax Reports section on the RMS UI.

Tax Computation Logic

  • The Tax Computation Logic is as follows:

    • The user uploads the applicable tax rate rule (e.g. GST_APPAREL, GST_FOOTWEAR, GST_5, GST_8) using the UI for all HSNs ( insert link)

    • Please note that the above step is not required if you are directly passing the tax rule in the request payload of the API call. But if you are just passing the hsn, then the hsn tax rule mapping has to be uploaded

    • Brands then invoke the APIs with line items (with HSN codes and tax rule)

    • If Tax Rule is given, that is consumed directly

    • Else, The system finds the applicable tax rate using the following logic

      • Find the rule for matching 8 digit HSN code.

      • If not found, then find rule for matching 6 digit HSN  code

    • Based on the selling price and the tax rule, the tax details are computed

      • Base Amount (selling price - tax amount)

      • Tax Amount

      • Tax breakup (IGST/CGST/SGST breakup)

    • To check how the tax rate to be applied is identified, please refer to the Tax Rule document

 

Invoice Generation

  • Using this feature, Brands can generate invoice documents from RMS.

  • There are 2 API calls here:

    • Generate Invoice API call - The order details are passed in the request payload of the API call 

    • Get Invoice API call - To fetch the invoice details already generated in the previous call.

  • Please refer to the sample invoice pdf templates folder to check few sample invoice pdfs that can be generated by RMS

Customization of Invoice Templates

  • Invoice Templates can further be customized as per requirements:

    • Logo to be displayed on the invoice

    • Signature to be displayed on the invoice

    • Remarks to be displayed on the invoice

    • Cosmetic changes on the invoice

      • Removal of fields

      • Addition of fields that will be fixed across all invoices

    • IRN and QR code can be added to the invoice, if it is an e-invoicing case.

    • Additional invoice metadata can also be added in the invoice. This is only applicable if it is an WMS Magic Integration

      • This invoice metadata will be sent by the client’s system in the response of the Pack Order API call.// TODO: add link here

      • This metadata will be sent by Increff Omni Magic to RMS and the same will be printed on the invoice.

  • The invoice templates are maintained for each brand (on brand level).

  • When the generate invoice API call is made to RMS, depending on the credentials, it is identified for which brand the invoice has to be generated.

  • And whatever invoice template is configured for that brand is then used to generate the invoice.

Multiple Invoice Configurations

  • There can be multiple invoice configurations. Each of them would be identified with the help of invoice aliases that are configured on UI. This invoice alias will be then passed in the request payload of the API call to identify which invoice configuration to be used to generate invoices.

  • In RMS, the invoice configurations are maintained on the invoice alias level.

 

E-Invoicing

  • If E-Invoices have to be generated, RMS has integration with Cleartax for this. Cleartax credentials have to be configured on RMS UI in this case. For the invoice pdf, there can be 2 scenarios:

    • The invoice pdf generated by Cleartax can be used

    • The invoice pdf generated by RMS (with irn and qr code printed as mentioned in the invoice customization section) can be used

 

Credit Note Generation

  • Using this feature, Brands can generate credit note documents from RMS.

  • There are 2 API calls here:

    • Generate Credit Note API call - The order details are passed in the request payload of the API call 

    • Get Credit Note API call - To fetch the invoice details already generated in the previous call.

  • In a similar manner to Invoice Configurations, multiple credit note configurations can be configured.

  • Credit Note templates can also be customised and configured against these configurations.

 

E-Waybill Generation

  • Using this feature, Brands can generate E waybills from RMS.

  • RMS is integrated with Cleartax for this integration.

  • There are 2 API calls here:

    • Generate E waybill API call - The details passed in the request payload of this API call will be sent to Cleartax. E-waybills can only be generated against the irn which was generated in the Generate Invoice API call.

    • Get E waybill API call - To get the E waybill details against an irn.