How to enable GST Input Credit based Invoices for learners from your site?

How to enable GST Input Credit based Invoices for learners from your site?

Introduction

GST is an indirect tax in India levied on the domestic supply of goods and services. If you sell online courses, you can provide GST-based invoices to your learners. However, note that all prices listed on your site are considered inclusive of all taxes. Hence, please price your courses and bundles accordingly. This article explains how to set up GST details on your site to enable learners to download GST-compliant invoices for their GST Input Credit.

    Applicable scenarios for GST Input Credit claims

    Claiming GST Input Credit is optional for learners. But in order to claim GST Input Credit, entering the GST number at the time of purchase is mandatory. As such, there are following possible scenarios:

    Scenarios
    Action
    Scenario 1.
    GST number OR state has been provided at the time of purchase in GST Input Credit fields
    State information is extracted from GST number and invoice is generated applying IGST or CGST + SGST as per applicable rules.
    Scenario 2.
    GST number OR state not provided at the time of purchase in GST Input Credit fields
    		The IP-to-location service determines only the country, and only the country name is printed on the invoice as the place of supply. If the country is India, as per GST rules, when the recipient’s location is unavailable (i.e., not provided in GST Input Credit fields), the place of supply defaults to the supplier’s location (your state). Consequently, the system will generate CGST + SGST.
    Scenario 3.
    Only Company Name and Company Address Provided in GST Input Credit fields
    Since Company Name and Company Address are provided, they will be used as it is. For GST calculation system will execute Scenario 2 Action.
    Scenario 4.
    GST number and state both provided
    		The GST number takes higher precedence. If the GST number's state code does not match the selected state, the system will ignore the state selection due to the mismatch. For GST calculation, the system will execute Scenario 1 Action.
    Scenario 5.
    All GST Input Credit fields are empty
    For GST calculation system will execute Scenario 2 Action.

    Adding your GST information for invoices

    To ensure the timely generation of GST invoices, you must ensure that the required details are properly configured on the platform.
    Please follow the steps below to add or edit your organization's GST details: Access Publisher Dashboard
    • Access Publisher Dashboard
    • Go to Settings > Organization
    • Complete the details about the organization including the GST number information
    • Select 'Generate GST Invoice receipt for my courses'
    • Click on ‘Save’ to save the details
    Once this is done, the platform will automatically generate the invoices.

    How to verify and update or customize your invoice template

    Follow the steps listed below to ensure your invoice template includes all the details, allowing you to customize it as desired. Ensure the dynamic fields are placed correctly, and if you get stuck, reset the template.

    1. Access Publisher Dashboard
    2. Go to Settings > Templates
    3. Select 'Invoice To Student Download' or 'Bundle Invoice To Student Download'
    4. Ensure these body variables are included:
      1. Organization details: {{organizationlogo}}, {{organizationname}}, {{organizationaddress}}, {{organizationgstnumber}}
      2. Invoice details: {{invoicepaidunpaid}}, {{invoicetoname}}, {{invoicetoaddress}}, {{invoicedate}}, {{invoicenumber}}, {{payableamount}}, {{productnames}}, {{paymentbreakup}}
    5. Click Save Changes
    6. Or click on 'Reset this template' if you get stuck or encounter any issues

    How to export transaction details for filing GST?

    The best way to file GST as a business is to download the transaction data in an Excel sheet from your Knorish account and use that information for filing. The excel sheet will have all details captured at the time of the purchase basis the details mentioned by the learners. Here's how you can do this.

    1. Access Publisher Dashboard
    2. Click Transactions > Earnings > Course Transactions OR Bundle Transactions
    3. From the data filters available:
      1. Select date range
      2. Under currency, select the applicable currencies
      3. Under transaction type, select Paid transactions
      4. Click Search
      5. Click Export
    The excel sheet will be exported with all the transaction details for the given time period. This excel sheet can be used easily for filing GST as applicable. Additionally, should you need, you can also download a learner's invoice manually. Here's how to do it.
     
    1. Access Publisher Dashboard
    2. Click Transactions > Earnings > Course Transactions OR Bundle Transactions
    3. From the data filters available:
      1. Select date range
      2. Under currency, select the applicable currencies
      3. Under transaction type, select Paid transactions
      4. Click Search
      5. Under Action, select Download Invoice
    This allows you to download invoices as needed one at a time. 

    How learner's access their invoices?

    Learner's would need to login on their dashboard and click on 'Invoices' option, refer to below screenshot.

    These invoices can be downloaded by learners from the Invoices section available in their account.

    Important Notes

    1. All invoices are generated automatically, if it is enabled on publisher dashboard.
    2. Once invoice issued, they cannot be changed or modified.
    3. GST Input Credit fields are optional. Check the scenarios listed in the article to learn more about them.
    4. Buyers must add the GST Input Credit details at the time of the purchase to get GST compliant invoice.
    5. When you export user data from the dashboard, it may contain additional location details such as country, state, city, and IP address, based on the IP-to-location service. However, this may not be always accurate due to factors such as VPN usage, incorrect geolocation or dynamic IP assignments. Therefore, we do not use this data completely as it is on the invoices due to its high in-accuracy rate, especially with proxies, making it unsuitable for invoice generation.
    6. ​Currently, we do not offer VAT enabled invoices.