Setting Up India Electronic Invoicing

The guide provides step-by-step instructions for configuring electronic invoicing (e-invoicing) for India in NetSuite. It is intended for employees responsible for compliance with India’s GST e-invoicing requirements.

Before setting up the India Localization SuiteTax Engine SuiteApp for e-invoicing, ensure you have the following.

NetSuite account with the India Localization SuiteApp installed.
An administrator role or a role with the required permissions. To review the required permissions for India Localization, see Configuring Roles for India Localization
Credentials from your GSP (such as ClearTax) to connect with NetSuite.

Use the following checklist to track your progress as you configure India e-invoicing in NetSuite. To ensure a successful setup, complete each step in order.

Task	Reference Section
Assign e-document sending methods to subsidiaries. Note: If you want to customize the default templates, make a copy first, then make your changes. By doing so, your changes won’t get lost during SuiteApp updates. To find the default templates, go to Setup > E-Documents > E-Document Templates.	Assigning E-Document Templates and Sending Methods to Subsidiaries.
Assign e-document templates and sending methods to subsidiaries.	Assigning E-Document Templates and Sending Methods to Subsidiaries.
Assign e-document packages to customers and vendors who need e-invoicing.	Assigning E-Document Packages to Customers and Vendors.
Add owner IDs to subsidiaries.	Adding Owner IDs in Subsidiary Records.
Connect with GST Suvidha Providers (GSPs).	Connect NetSuite with GST Suvidha Providers.
(Optional) Customize and activate E-Way Bill by IRN template.	Customize and Activate E-Way Bill by IRN Template.

Task

Reference Section

Assign e-document sending methods to subsidiaries.

Note:

If you want to customize the default templates, make a copy first, then make your changes. By doing so, your changes won’t get lost during SuiteApp updates.

To find the default templates, go to Setup > E-Documents > E-Document Templates.

Assigning E-Document Templates and Sending Methods to Subsidiaries.

Assign e-document templates and sending methods to subsidiaries.

Assigning E-Document Templates and Sending Methods to Subsidiaries.

Assign e-document packages to customers and vendors who need e-invoicing.

Assigning E-Document Packages to Customers and Vendors.

Add owner IDs to subsidiaries.

Adding Owner IDs in Subsidiary Records.

Connect with GST Suvidha Providers (GSPs).

Connect NetSuite with GST Suvidha Providers.

(Optional) Customize and activate E-Way Bill by IRN template.

Customize and Activate E-Way Bill by IRN Template.

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