GST Invoice System Requirement Sheet
A GST invoice requirement sheet should define invoice numbering, client fields, GSTIN, state, service master, SAC or HSN, tax type, payment status, PDF layout, edit rules, and report columns.
Information to collect
Checklist
- Numbering policy is approved
- Client fields are fixed
- SAC or HSN is known
- Tax split is visible
- PDF and report formats match
Planning sections
Invoice Identity
Define the numbering and document identity before generating real invoices.
- Financial year
- Prefix
- Serial number
- Date
- Status
Client and Service Data
Prepare the fields that will appear on every invoice.
- Client name
- Address
- GSTIN
- State
- Service name
- SAC or HSN
Tax and Payment
Mark the tax handling and payment status fields needed in the system.
- Taxable value
- CGST
- SGST
- IGST
- Paid or pending
Output and Reports
Keep PDFs and reports aligned from the start.
- PDF template
- Excel export
- CSV export
- Monthly report
- CA review