CAPABILITY · FINANCE & COMPLIANCE

GST e-invoice, generated at the invoice. Not in a separate portal.

Every invoice that qualifies for e-invoicing gets its IRN and QR at creation — straight from the government portal, on your own GSTIN credentials. No ClearTax subscription, no per-invoice copy-paste, no end-of-month reconciliation tax. Included in Core — pricing tailored to your operation.

Used by operators above the ₹5 crore AATO threshold: multi-GSTIN service groups across pest control, cleaning, and facility management
What this means for you

Three scenarios that describe the real change.

01

Your accountant closes the month in half a day

On the last evening of the month, your accountant opens GSTR B2B. The numbers come from the same database the invoices live in — because the IRN was attached at invoice creation time, there is nothing to reconcile between a CRM export, a ClearTax portal download, and a Tally-kept register. What used to be three days of spreadsheet detective work is a verification screen.

02

An invoice edit stops being a week-long incident

A sales person changes an invoice date three days after it was generated. You notice the same day on the dashboard — the edit is captured in the audit trail with who, when, and what changed. Cancel-and-regenerate is one menu action. The customer gets a clean revised IRN the same afternoon. No side-spreadsheet tracking "which invoices had been fixed".

03

Two legal entities, two GSTINs, one P&L view

You run two companies — maybe a private limited and a proprietorship, maybe two private limiteds in two cities. Each has its own GSTIN, its own letterhead, its own financial-year start. Both live in the same Upgear workspace. The owner toggles a dashboard to see the group P&L or either entity alone. Your accountant stops logging into two Tally files to tally a single business.

What’s inside

Six things that ship when you turn on e-invoicing in Upgear.

IRN attached at invoice creation

The moment you generate an invoice that qualifies for e-invoicing, Upgear calls the government portal on your GSTIN credentials, receives the IRN and QR, and prints them on the invoice PDF. Your sales or accounts person never logs into a separate portal.

Cancellation and regeneration without leaving the record

When an invoice is wrongly raised — wrong customer, wrong amount, wrong date — one action cancels the IRN with the government portal inside the 24-hour window and optionally regenerates it on the corrected invoice. The history stays with the record for your audit trail.

GSTR B2B, B2CL, and B2CS generated natively

The month-end GSTR-1 workflow runs inside Upgear — invoices to GSTIN-holding customers, B2C over ₹1 lakh, B2C at or below ₹1 lakh — each sheet produced from the same database the invoices live in. Export directly or verify line-by-line on screen before filing.

Multi-company with separate GSTINs — in Core

Run two or more legal entities in one Upgear workspace. Each has its own GSTIN, financial-year start, letterhead, invoice signature, and e-invoicing credentials. Reports can scope to a single company or consolidate across all of them. Users can be scoped to one company and several branches.

Tally CSV export for the parts still in Tally

If your CA still works in Tally, Upgear produces a clean Tally-ready CSV covering invoices, vouchers, and receivables. Your CA imports it once a month. The exports are clean and reconciled on day one — not the day-three state of a typical CRM-to-Tally handoff.

End-to-end encrypted communication

The payload sent to the government e-invoicing portal is encrypted end-to-end with industry-standard encryption. All HTTP traffic is on TLS 1.2+. Your GSTIN credentials live inside your tenant — not shared with any third-party middleman.

Configuration — what you set up

Four steps. Typically done inside one hour on onboarding day.

01

Add your GSTIN and e-invoicing credentials

From the Company master, enter your GSTIN and the government portal credentials. If you have multiple companies, repeat once per entity. Takes under five minutes per GSTIN.

02

Send one test invoice

Generate a draft invoice to a test customer and click "Generate IRN". The government portal returns the IRN and QR; Upgear prints them on the PDF. This confirms the credentials are right before any real invoice goes through.

03

Switch your live invoicing to Upgear

All new invoices generate their IRN at creation. No separate ClearTax portal to open, no per-invoice copy-paste. Your accountant stops the parallel ritual after a few clean IRNs.

04

First monthly close

Run GSTR B2B / B2CL / B2CS at month-end. Verify against your prior month’s ClearTax-generated sheet line-by-line the first time through — the typical mismatch is zero, or comes from a customer-master cleanup item (wrong GSTIN on file) rather than the pipeline.

Pricing

Included in Upgear Core. No separate subscription. No per-invoice charge. No “Enterprise” tier gate. Pricing tailored to your operation — quoted on the demo.

Multi-company (separate GSTINs) is also in Core. Volume pricing scales with total user count across all your entities.

Where this fits

GST e-invoicing is the spine of the Finance & Compliance pillar.

It sits alongside GSTR B2B / B2CL / B2CS filing reports, Trial Balance, Cashbook, Bank Statement, party-wise aging, Razorpay-integrated customer payments, multi-company invoicing, and the Tally CSV export. Together they make month-end a half-day job.

Known limits — what to expect

Three honest constraints you should hear before signing up.

We would rather you go in with realistic expectations than be surprised later. These are the constraints that come up most often in real deployments.

Government portal uptime is outside our control

When the government e-invoicing portal is down, every operator nationwide is down — not just Upgear. We retry and queue; your invoices are not lost. But e-invoicing uptime is a GSTN obligation and cannot be improved by any software vendor. On filing-day outages, the platform handles the degraded case gracefully; you still have to wait with everyone else.

Quarterly TDS / TCS returns are not auto-generated

Upgear captures TDS and TCS amounts at the invoice and voucher level — the data is there. But Form 26Q / 27Q / etc. are not generated inside Upgear today. You export the invoice and TDS data and complete the return in your existing tool or your CA’s workflow. For operators under the ₹1 crore TDS/TCS threshold we serve, this has been a workable seam.

Cancellation is 24 hours per government rules

The 24-hour cancellation window on the IRN is a government rule, not an Upgear rule. After 24 hours, a credit note is the correct instrument — which Upgear supports, links to the original invoice, and exports cleanly. But the direct "cancel the IRN" option disappears after 24 hours, as it does on any platform.

GST e-invoicing questions

What operators ask us before enabling it.

Yes. Included in Core — no separate subscription, no per-invoice charge, no "Enterprise" tier gate. Since e-invoicing became mandatory above ₹5 crore AATO in October 2024, we made the commercial decision not to put compliance behind an upsell. Every operator above that threshold needs it, and it would be disingenuous to charge for it twice. Pricing tailored to your operation — quoted on the demo.
ClearTax is a standalone IRN service that sits beside your CRM and your Tally — you export invoices from one, push them through ClearTax, then reconcile back. Upgear puts IRN generation inside invoice creation, so there is no export ritual. Most operators save ₹15,000–30,000/year on the ClearTax subscription directly, plus the reconciliation time that no longer happens. If your team enjoys ClearTax’s specific UI, Upgear’s integration is also available — but most customers retire the subscription once they see IRN happening at the invoice level.
No. If you are under the threshold today, e-invoicing is optional — but the IRN feature is still available and may be useful for B2B customers who insist on it or for internal process maturity. For operators approaching the threshold, having the pipeline live before the mandate hits is materially easier than scrambling in the first quarter after you cross it.
Upgear queues the pending IRNs and retries; the invoice record stays intact. Nothing is lost. When the portal is available again, the IRNs generate in sequence. This does not fix the fundamental problem — a portal outage on filing day is a government-side issue that affects the whole industry — but it does mean you do not lose invoices to the outage.
No. Multi-company is included in Core. One workspace, multiple company records, each with its own GSTIN, letterhead, and e-invoicing credentials. Your Core subscription covers the workspace, not individual entities. Volume pricing scales by total user count across all companies — your tailored quote on the demo confirms the rate for your specific configuration.
Yes. The payload is encrypted end-to-end with industry-standard encryption before leaving your tenant. All traffic is on TLS 1.2+. Your GSTIN credentials are stored inside your dedicated database and never shared with any third party — they are used directly by your tenant to call the government portal.
Your Next Step

See GST e-invoicing running on your own invoice data.

30-minute demo, founder-led. Bring one of your last month's GSTR B2B sheets and a recent invoice PDF. We'll reconstruct the flow in Upgear during the call — from invoice generation to IRN to GSTR-1 export.

No credit card required No lock-in on renewal Free assisted migration Founder-led demo