Invoice generation on GeM Portal is very important to be complete the orders and receive the payments.
It's very important to generate invoices on GeM correctly. Because, once the invoice is generated on the portal, it can't be edited (except invoice number & dispatch details).
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Why Generate Invoice on GeM
There are some steps to process the orders on the GeM Portal.
When you receive an order on GeM you must process it to avoid the penalty or account issue. Invoice generation is a part of the order process.
If you do not generate the invoice on the portal you will not get paid for that order. Also, the buyer can raise the incident on your account and your account may get suspended.
Process to Generate Invoice
Follow these simple steps to generate the invoice correctly on the GeM Portal
- Ready your bill and dispatch details
- Login on GeM and open the invoice generation tab
- Upload the documents
- Fillup the details
- Generate & Verify
- Update delivery details
Ready your bill and dispatch details
You have to prepare your bill using Tally or other ERP software. You need to ensure that your bill's total value (After Tax) is must be equal to the order value on GeM. Because all the orders on the GeM Portal are inclusive of all taxes and charges.
You can supply the goods by various methods like by courier, transport or manual. You need to update the tracking details according to the method you selected for the supply on the GeM portal while creating the invoice.
Login on GeM and open the invoice generation tab
Login to the GeM with your username and password. Find the order in the orders tab and click on the order details button (available on the right of every order).
You can find the "Generate" option. Click on that button. A form may open to generate the invoice.
Note: If you are not seeing the Generate button and you didn't generate the invoice for that order then you need to raise an amendment for Delivery Period Extention
Upload the documents
You need to upload the invoice copy and the E-Way bill (If applicable) in the respective available upload section.
Fillup the details
Fill up the all details of the order according to your options and recheck the details as once the invoice is generated, it can't be changed.
Generate & Verify
Once the all details are entered and the invoice copy and E-Way bill are uploaded then click on the "Preview" button to preview your bill. Click on the check box and then "Create".
Your invoice is saved successfully but not generated yet. To generate the invoice you need to verify by using OTP or DSC.
Go to the "Shipment Wise" and find the verify button (available on the right of the saved invoice). Click on the button and select the verification method and verify with that.
Once the verification is complete. Your invoice will be generated successfully.
Update delivery details
When you have delivered the goods to the consignee then you need to get proof of delivery or a receiving note from the consignee.
Scan the receiving to update the delivery details on the GeM Portal for that order. You need to go to "Shipment wise" and click on the "Update delivery details".
Upload the scanned copy and select the delivery date and submit.
Now everything is done from your side. You have successfully generated the invoice on the GeM Portal, Updated the delivery details, and processed the order.
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