Invoices Screen and GSTR-1 Export
Every GST Document in One List, and GSTR-1 in One Download
At the end of the month your accountant needs your sales in the GSTR-1 format. Mercayo keeps every GST document in one list, and builds the GSTR-1 files from the same invoices your shoppers received, in one download.
- In every plan
- Free for 14 days
Kosha is a demo store on Mercayo. Its products, orders and customers are sample data.
In short
What It Does
The Invoices Screen
Orders → Invoices lists every tax invoice, bill of supply and credit note issued in the dates you choose:
- tabs with their counts, and a search by document number or order number;
- totals for what is on screen: how many documents, the taxable value, the GST and the total value, and how many went to businesses;
- each document's PDF and a link to its order, 50 a page.
A store not registered for GST, with no documents, is pointed to Settings → Taxes.
EXPORT FOR GSTR-1
A side sheet takes last month, last quarter (for stores filing quarterly under QRMP) or any dates up to 92 days, and whether to include the PDFs. The download is a ZIP with the GSTR-1 files in the layout of the GST portal's offline tool:
| Sheet | What It Holds |
|---|---|
| b2b | invoices to registered businesses, with the buyer's GSTIN, one row per invoice and rate |
| b2cl | large inter-state invoices to consumers |
| b2cs | other consumer sales, summed by state and rate |
| cdnr / cdnur | credit notes against business and consumer invoices |
| exp | supplies with place of supply outside India, with or without IGST |
| nil | nil-rated supplies, split as the portal asks |
| hsn (B2B and B2C) | a summary per HSN code and rate, net of credit notes |
| docs | the document number ranges issued |
Without PDFs one export takes up to 50,000 documents (2,000 with PDFs). Anything that cannot be exported (nothing issued in the dates, too many, too often) is explained in plain words.
How Documents Look
In Settings → Invoices → Invoice Numbers and Look, add your terms, a signature picture, the look (classic, accent in your theme's colour, or compact) and your logo. Terms and signature are frozen into each document when it is issued, so a later change never alters an issued invoice. VIEW SAMPLE INVOICE shows a sample stamped SAMPLE, never numbered.
For your store
Why It Matters
GSTR-1 is due every month or quarter, and copying sales into the portal's format by hand is slow and error-prone. Because the files are built from the same frozen invoices and credit notes your shoppers and business buyers received, your return matches your records and your bank to the paisa.
One list of every document also answers the questions an accountant or a tax officer asks: which invoices were issued, which were reversed, and why.
Step by step
How It Works
Open Invoices
Orders → Invoices, and choose the dates. Search for any document or order.
Check the Totals
The strip shows the documents, taxable value, GST and total for the dates, and how many went to businesses.
Export for GSTR-1
Press EXPORT FOR GSTR-1, choose last month, last quarter or other dates, and whether to include the PDFs.
Hand It to Your Accountant
The ZIP's sheets follow the portal's offline tool. Your accountant checks them (especially the b2b sheet) and files.
Settings
Settings You Control
All are under Settings → Invoices → Invoice Numbers and Look.
Mercayo
Mercayo's Controls
Mercayo maintains the GSTR-1 layouts for every store (the column names are the GST portal's own) and limits how often exports run. On Mercayo's demo stores every PDF carries SAMPLE across each page. Issued documents can never be edited, by anyone.
Limits today
Good to Know Before You Start
- Mercayo prepares the files; it does not file the return on the GST portal for you.
- Bills of supply are not in GSTR-1 (composition dealers file CMP-08).
- Exempt and non-GST columns are zero: Mercayo has no such kind of product yet.
- An export covers at most 92 days.
Questions
About Invoices Screen and GSTR-1 Export
Which sheets are included?
b2b, b2cl, b2cs, cdnr, cdnur, exp, nil, the HSN summaries for B2B and B2C, and docs, in the layout of the portal's offline tool.
Can I export a quarter?
Yes, last quarter is one choice, or any dates up to 92 days.
Does it include the invoice PDFs?
If you tick include the PDFs: the ZIP then holds the period's invoices and credit notes beside the sheets (up to 2,000 documents).
Where do business buyers' GSTINs come from?
From the checkout's business invoice option: the GSTIN and legal name are frozen on the invoice and go to the b2b sheet.
Can I change how invoices look?
Yes: terms, a signature picture, the look and the logo in Settings → Invoices. Terms and signature freeze into each document as it is issued.
Related
Related Features
- GST InvoicesEvery order gets the right GST document, a tax invoice or a bill of supply, numbered without gaps per financial year, as a PDF for you and your shopper.
- Credit NotesWhen an invoiced order is cancelled, comes back undelivered or is refunded, Mercayo issues the GST credit note itself, once, for exactly what was taken back.
- Business (B2B) InvoicesBusiness buyers add their GSTIN and legal name at checkout; the GSTIN is checked and the GST invoice names the business, ready for input tax credit.
- ReportsSales by day, month, product, category, state and channel, discounts, landing pages, GST by rate, HSN summary, refunds, customers and stock, as CSV.
More in GST and Invoices: GST Invoices · Credit Notes · Tax Settings · HSN Finder · Business (B2B) Invoices
Try It on Your Own Store
Every feature is in every plan, free for 14 days.