Creating a Bill of Supply in Conifer GST: A Step-by-Step Guide

Are you looking to create a Bill of Supply in your Conifer GST application? This comprehensive guide will walk you through the process, ensuring you understand each step to successfully generate your bill. Whether you are a small entrepreneur or a large business, following these steps will help you manage your sales more efficiently.

Step 1: Selecting the GSTIN for a New Sales Invoice

The first step in creating a Bill of Supply is to select the GSTIN (Goods and Services Tax Identification Number) for which you want to create the sales invoice. This is typically done on the Dashboard page of the Conifer GST application.

Log in to your Conifer GST account. Go to the Dashboard page. Click on the 'Options' button to the left of the GSTIN you wish to create the sales invoice for. A select popup will appear.

This popup will allow you to quickly select the desired GSTIN without navigating through additional pages.

Step 2: Initiating the Bill of Supply Creation

Once you have selected the correct GSTIN, the next step is to initiate the creation of the Bill of Supply.

Click on the 'Bill of Supply' option in the left-hand menu. This will take you to a page where you can create a new Bill of Supply.

If you have multiple GSTINs and need to create a bill for a different one, you can use the dropdown to switch between them.

Step 3: Accessing the Bill of Supply Form

Navigate to the 'Sales' section and then to 'Bill of Supply'. Here, you will find the 'Add Bill' option.

Click on 'Add Bill' to start filling in the details of the bill. This will redirect you to the Bill of Supply form.

The Bill of Supply form in Conifer GST allows you to input comprehensive details about the sale or supply of goods and services. Ensure that you fill in all the required fields to generate a valid and accurate bill.

Step 4: Filling in the Bill of Supply Form

The next step is to fill in the form with all the necessary details. Here is what you need to include:

Customer Information: Name, Address, GSTIN, and other relevant details. Product Information: Item name, quantity, rate, and other details. Tax Details: Include taxes such as GST, cess, and any other applicable taxes. Terms and Conditions: Any specific terms and conditions related to the supply. After filling in all the required details, make sure to check for any errors by reviewing the form carefully. Click on 'Save' to save the bill temporarily and 'Submit' to finalize and send the bill to the customer.

For clarity, here is a step-by-step process of filling in the form:

Select the customer from the dropdown list. Indicate the product or service being billed. Enter the quantity and unit price. Select the applicable tax rates. Check for any exemptions or other tax implications. Enter any additional terms and conditions. Review all the details before submitting the bill.

Conclusion

Creating a Bill of Supply in Conifer GST is a straightforward process that can be mastered with the right guidance. By following the steps outlined above, you can ensure that your sales invoices are accurate, complete, and compliant with GST regulations. For further assistance or detailed queries, feel free to refer to the Conifer GST user guide or contact customer support.