---
url: /gst-manager-whmcs/configuration.md
description: >-
  Configure GST Manager after activation — run the Setup Wizard, then set your
  GSTIN and registered state, generate IGST/CGST/SGST rules, and complete
  company identity, SAC/Purpose codes, bank and export details under System
  Setup.
---

# 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](/gst-manager-whmcs/settings).

::: info 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](/gst-manager-whmcs/features/setup-wizard).

![GST Manager Setup Wizard on first run](/gst-manager-whmcs/img/gst-configuration-wizard.png)
*Addons → GST Manager → (first-run Setup Wizard)*

::: tip 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 |

![System Setup sections in GST Manager](/gst-manager-whmcs/img/gst-configuration-system-setup.png)
*Addons → GST Manager → System Setup*

Each field and its default is documented in the [Settings reference](/gst-manager-whmcs/settings).

### 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.

::: tip 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

::: warning 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](/gst-manager-whmcs/features/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](/gst-manager-whmcs/features/tax-reports) to pull GSTR-1, export and legacy CSVs when
it's filing time.

## Where to go next

* [Settings reference](/gst-manager-whmcs/settings) — every field and default
* [Item Rules](/gst-manager-whmcs/features/item-rules) — per-item SAC & Purpose codes
* [Tax Reports](/gst-manager-whmcs/features/tax-reports) — GSTR-1, export and legacy CSVs
* Back to the [overview](/gst-manager-whmcs/)