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FAQ & Interaction

Frequently Asked Questions

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Getting startedInfo2

It turns your Shopify orders into GST-compliant tax invoices, and handles the related compliance around them: credit notes, GSTR-1 / GSTR-3B / GSTR-9 returns, e-invoicing (IRN), e-way bills, an effective-date GST rate engine, and emailing / WhatsApp-ing invoices to customers.

Orders & invoicesInfo4
ProductsInfo3
CustomersInfo2
GST compliance featuresInfo7
Settings pageInfo4

Interaction Guide

How your settings change the data & PDF — read this before generating invoices.

Invoice lifecycle — when is the PDF created?

The invoice PDF is not generated the moment an order is placed. It is generated only when the order reaches a fulfillable state, because the line items must be locked first.

  1. Order placed in Shopify → app receives the order on the next Orders Sync (or webhook).
  2. Financial status = Refunded → the Orders page shows a “Refunded Order” button. No PDF is generated.
  3. Fulfillment status = Unfulfilled → Orders page shows the message “Invoice will be created after order is Fulfilled”. PDF is still not generated.
  4. Fulfillment status = Partially Fulfilled or Fulfilled → the Original / Duplicate / Triplicate dropdown appears. Clicking any of them generates (or returns the cached) PDF.
  5. If Email Settings → Send when = onFulfill and Automatic emails is ON, the email also fires at this step.

Tip: Partially fulfilled orders do get an invoice — the app treats them the same as fully fulfilled. The invoice will only include the line items that have actually been fulfilled.

Seller block & GST calculation source

The seller block printed on the PDF and the IGST-vs-CGST/SGST decision both come from one source — either your Store Address or the order’s Fulfillment / POS Location — depending on the radios in Settings → Store Locations.

Online order, radio = store_addressSeller = Settings → Store Information. State code for IGST check = shop_state_code.
Online order, radio = location_addressResolver reads fulfillments[0].location_id on the order, looks up that location in Store Locations, and uses its address + GSTIN + state code as the seller.
POS order, radio = store_addressSame as the online store_address case.
POS order, radio = pos_location_addressResolver uses the POS location attached to the order (or the order’s top-level location_id for direct POS) as the seller.
Missing or unsynced locationWarningFallback Resolver reverts to the Store Address and logs the fallback. Sync your locations to fix.

IGST vs CGST/SGST is decided by comparing the seller state code to the buyer’s shipping state code. If they differ → IGST. If they match → CGST + SGST.

Product price — GST inclusive vs exclusive

Settings → GST Settings → gst_include_product_price_checkbox tells the invoice generator how to read the Shopify selling price.

SuccessON InclusiveSelling price already contains GST. The taxable value printed in the items table is lower than the selling price; the GST is the difference. Example: ₹118 inclusive @18% → taxable ₹100 + GST ₹18.
CriticalOFF ExclusiveSelling price is the taxable value; GST is added on top. Example: ₹100 exclusive @18% → taxable ₹100 + GST ₹18 = sub-total ₹118.

Shipping toggles — what changes on the PDF

Two switches under Settings → GST Settings control shipping. They work in tandem.

Show GST on shipping gst_on_shipping_checkboxSuccessON Shipping line appears in the items table with taxable value, GST % and IGST or CGST+SGST. Shipping GST is added to the invoice total. CriticalOFF Shipping row is hidden from the items table. Totals area uses the raw Shopify shipping amount, no GST.
GST included in shipping price gst_include_shipping_checkboxSuccessON Shopify shipping charge already contains GST. Taxable value is extracted from it. CriticalOFF Shipping charge is GST-exclusive; GST is added on top using the Shipping GST % field on the same tab.
Shipping GST % shipping_gstThe rate applied to the shipping line when “Show GST on shipping” is ON. Set per shop.

Export, discounts & services

Charge IGST on export order charge_igst_on_export_order_checkboxON → orders shipped outside India are billed with IGST. OFF → the line items show 0% GST (zero-rated export).
GST on full discount gst_on_full_discount_checkboxON → when an order is fully discounted (₹0 payable) the invoice still prints GST lines on the original price. OFF → fully discounted lines show no GST.
Selling services selling_services_checkboxON → invoice uses SAC code (services) instead of HSN, and the SAC code from sac_code is printed on each line.

Document numbering

Settings → Prefix & Running Number controls the printed document number. Each document type has its own counter that increments per generated PDF.

Invoiceinvoice_prefix + invoice_number → e.g. INV/00125. Used on Original / Duplicate / Triplicate.
Credit Notecredit_note_prefix + credit_note_number → generated when an order is refunded.

Set the starting number once. The counter increments automatically — do not edit it mid-year unless you want the next document to start from a specific number.

What appears on the invoice PDF

Mapping every PDF region back to where its data comes from.

Logo + signatureUploaded in Settings → Store Information. Stored under public/uploads/logo and public/uploads/signature.
Seller block (legal name, brand, address, GSTIN, PAN, CIN, FSSAI, IEC, email)From Settings → Store Information or the resolved Store Location, depending on your radios. FSSAI & IEC always come from Settings.
Buyer block (billing + shipping address, GSTIN)From the Shopify order’s billing_address and shipping_address, plus the customer’s saved GSTIN.
Document number + datePrefix + running number from Settings → Prefix tab. Date = the day the PDF is first generated.
Line items tableFrom the order’s line items: title, HSN/SAC, quantity, unit price, discount, taxable value, GST % and IGST or CGST+SGST. Inclusive/exclusive math follows the product-price toggle.
Shipping rowShown only when gst_on_shipping_checkbox is ON. Calculated using the shipping-inclusive toggle and shipping_gst %.
Totals (taxable, IGST/CGST/SGST, shipping, round-off, grand total, amount in words)Calculated by the invoice generator and stored on the invoice row so the same numbers always reproduce. Amount in words uses the Indian numbering system (lakh / crore).
Terms & Conditions footerFrom Settings → Store Information: T&C for online orders, offline orders or estimates, depending on the order’s source.

Quick checklist before going live

  1. Settings → Store Information: legal name, brand, GSTIN, PAN, full address, logo, signature, T&Cs.
  2. Settings → Store Locations: if you fulfill from multiple states, run Location Resync and fill GSTIN + state code for each location. Pick the right radio for online and POS.
  3. Settings → GST Settings: set the inclusive/exclusive toggles, shipping toggles + shipping GST %, IGST-on-export, full-discount rule, and SAC code if you sell services.
  4. Settings → Prefix & Running Number: set the starting invoice/credit-note/estimate numbers for the new financial year.
  5. Products page: every saleable product has HSN and GST %.
  6. Customers page: B2B customers have GSTIN saved.
  7. Orders page: run Orders Sync, then download Original / Duplicate / Triplicate on a fulfilled order to verify the layout, numbers and seller block are correct.