Configuration

Once GST Manager is activated and licensed, a short amount of setup makes your WHMCS invoicing fully GST-compliant. This page walks you through what to configure and where it lives — for the exhaustive field-by-field reference, see the Settings reference.

First, a quick vocabulary

GSTIN is your 15-character GST registration number. IGST / CGST / SGST are the inter-state / central / state components of GST — inter-state sales attract IGST, while sales inside your own registered state are split into CGST + SGST. SAC codes classify services for tax; Purpose Codes (RBI) classify export payments; FEMA is the law governing those export remittances.

Step 1 — Run the Setup Wizard

On a fresh, licensed install, opening Addons → GST Manager hands the whole area over to a guided 7-step Setup Wizard. It confirms your license, fixes the WHMCS settings GST Manager needs, captures your GSTIN and tax rules, records your company identity, sets default SAC and Purpose codes, collects bank and export details, and finally deploys the GST invoice templates into your themes. The wizard is the fastest path to a working setup because it does everything in one pass and pre-fills sensible defaults.

Only the GSTIN & Tax Rules step is mandatory — every other step has a Skip for now link. For the full step-by-step walkthrough, resuming, and starting over, see the Setup Wizard.

Addons → GST Manager → (first-run Setup Wizard)

Upgrading?

The wizard only appears on a fresh install. Upgrading an existing install does not trigger it — your existing settings are kept.

Step 2 — Where each thing lives (System Setup)

After the wizard finishes (or if you prefer to configure by hand), everything lives under Addons → GST Manager → System Setup. The left sidebar groups settings into six sections:

Section	What you set here
Invoicing	Proforma Invoicing and Sequential Numbering (e.g. INV-20251001)
Tax & GST	Tax Type, your GSTIN, and generation of the GST tax rules
SAC & Purpose Codes	Default SAC + RBI Purpose code per service type
Footer & Identity	Phone, email, PAN and CIN/LLPIN printed in the invoice footer
Bank Details	Remittance/bank details, configurable per invoice currency
Export Settings	FEMA declarations, export numbering and export formatting

Addons → GST Manager → System Setup

Each field and its default is documented in the Settings reference.

The mandatory part: GSTIN + registered state

Under System Setup → Tax & GST, enter your 15-character GSTIN and select your registered state. This is the one thing GST Manager cannot work without, because it decides how tax is split on every invoice. From these two values GST Manager generates the tax rules for you:

• IGST 18% — applied to inter-state supplies (country = India).
• CGST 9% + SGST 9% — applied to supplies within your own registered state.

An invalid GSTIN is rejected, so double-check the 15 characters before saving.

One-Click System Setup

If you'd rather not click through the sections, use One-Click System Setup — it configures invoicing, the tax rules and your GSTIN in a single step. You can still fine-tune anything afterwards.

Step 3 — Don't skip Company Identity

Sample placeholders print on real invoices

GST Manager ships with sample placeholders for identity, bank and export details (for example +91-1234567890 and PAN ABCDE1234F). If you skip Footer & Identity, those placeholders will print on real customer invoices. Always set your own phone, email, PAN and CIN/LLPIN under System Setup → Footer & Identity before you go live.

Step 4 — Fine-tune per-item codes

The defaults under SAC & Purpose Codes cover the common service types — Hosting (Shared/VPS), Product Upgrades, Domains and Addons. If a specific product needs a different SAC or Purpose code, create a mapping under Item Rules so each invoice line item carries exactly the right codes.

Step 5 — Confirm it's working

Once your GSTIN, identity and codes are set, raise a test invoice and confirm the GST breakdown, your identity footer and the correct SAC/Purpose codes appear. Then head to Tax Reports to pull GSTR-1, export and legacy CSVs when it's filing time.

Where to go next

• Settings reference — every field and default
• Item Rules — per-item SAC & Purpose codes
• Tax Reports — GSTR-1, export and legacy CSVs
• Back to the overview