GST & Invoice Settings
GST and invoice settings control the legal invoice identity, numbering, SAC/HSN classification, GST snapshots, credit notes, and GST export batches used by checkout, refunds, reports, and finance reconciliation.
What this page is for
GST and invoice settings control the legal invoice identity, numbering, SAC/HSN classification, GST snapshots, credit notes, and GST export batches used by checkout, refunds, reports, and finance reconciliation.
Who should use it
Owner, finance, platform admin
Where to find it
/admin/gst-invoice-settings
Before you start
- GST registration fields are Legal name, Trade name, GSTIN, PAN, State code, State name, Location, Place of supply code, Invoice prefix, Credit-note prefix, Padding, Next sequence, Registered address JSON, Invoice terms, Default registration, and Active.
- Invoice sequence fields are Location, Document type, Fiscal year, Prefix, Suffix, Next sequence, Padding, and Active.
- SAC HSN fields are Code type, Code, Description, Default rate %, Tax group, Tax exempt, and Active.
- GST snapshot fields are Invoice, GST registration, Place of supply state code, Recipient state code, and Recipient GSTIN.
- GST export fields are Period start, Period end, Return type, and Format, with credit note actions Issue and Void.
- Legal name, GSTIN, PAN, state code, state name, registered address JSON, and place of supply must match finance-approved GST records.
- Invoice and credit-note prefixes plus padding control printed document numbers. Next sequence should be changed only before go-live or with finance approval.
- SAC is normally for services and HSN is normally for goods/products. Attach the correct tax group before selling taxable items.
- GST snapshots and exports should be generated from system invoices, not manually calculated outside SquareOS.
Daily workflow
- Before launch, create GST registration, invoice sequence, SAC/HSN codes, and tax groups, then run one test invoice.
- For credit notes, confirm original invoice, reason, amount, and tax impact before clicking Issue or Void.
- For monthly filing, create GST export for the exact period and return type, then compare totals with finance reports.
Watch out
- Advanced finance settings should be changed only after owner approval and a test invoice, payment, and report workflow.
- Wrong GST or sequence setup affects customer invoices and statutory exports. Correct setup before first sale whenever possible.
Related help
- Use the left menu to open related pages in Admin Settings.
- Use Ask Docs for questions that are already covered in this public documentation.
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