Step 1: Go to the “Create” section.
Click on “Invoice” under the Create section.
Step 2: Select “Export/SEZ”.
Select the checkbox with Export /SEZ present below the invoice prefix.
Step 3: Fill in the export details.
A pop-up appears. Here, click on the box below “Select Export Type” and select the export type from the drop-down menu.
Also, Fill in other required details like Shipping Bill date, Shipping Bill Number, Shipping Port code, Country of Supply, Currency, Conversion rate, etc.
Now, click on the “Save” option present at the top right corner of the pop-up.
Note:
Case 1: "Export under bond/LUT" means an export invoice raised without IGST. Businesses need to take a Letter of Undertaking (LUT) from the GST department.
Case 2: "Export with IGST" means businesses can raise an invoice with an IGST payment and apply for a refund after the payment.
Case 3: "SEZ with IGST payment" applies to businesses that export to Special Economic Zones (SEZ). The supply of goods to an SEZ is treated as a zero-rated supply, which means the taxes on the export need not be paid.
Case 4: "SEZ without IGST payment" also applies to businesses that export to Special Economic Zones (SEZ) but can take a LUT certificate and raise invoices without GST.
Case 5: "A deemed export" under GST refers to a transaction in which the goods or services supplied do not leave India but are considered exports under the GST law applies to businesses with future trade agreements. All deemed exports are mandatory for IGST payments. Supply cannot be made under LUT/ Bond for deemed exports.
Step 4: Fill in the customer’s details.
Click on the “Select Customer” option
Now, select or search for the customer you want to create the pro forma invoice.
You can also create a new customer profile by clicking on the “add customer” button.
Step 5: Fill in the product details.
Click on the “Add Products” option and select or search for the product you would like to add. Now click on “+” to add the quantity of the product.
or click on “+ Add New Product" at the top of the screen and type in their details manually.
Step 6: Fill in the other required details.
If applicable, add additional delivery or packaging charges. You can also create or edit the notes as well as the terms and conditions.
Step 7: Click on “create”.
Now, add your signature and click on the “Create” option present at the bottom of the screen.
Congratulations! Your export invoice is ready, and you can share it via WhatsApp, SMS, or email with your customer by clicking on “Send Bill” at the bottom of the page.
