Setup Wizard

The first time you open Addons → GST Manager on a fresh, licensed install, GST Manager drops you into a guided 7-step Setup Wizard. This page walks you through it — what each step asks for and what to do — so you can go from a blank install to GST-compliant invoicing in one sitting.

The wizard takes over the whole GST Manager area until you finish or skip it, so a new install can't accidentally be left half-configured.

Addons → GST Manager → Setup Wizard

First, a little vocabulary

GST is India's Goods and Services Tax. Your GSTIN is the 15-character GST registration number for your business. IGST / CGST / SGST are the inter-state / central / state components of GST. SAC codes classify services for tax; Purpose Codes (from the RBI) classify export payments. You'll meet each of these as you go.

Before you start

Make sure you've entered your license key first (Settings → License) — the wizard only opens once the license is active. Have your GSTIN, registered state, and business details (PAN, and CIN or LLPIN if you have one) to hand; that's everything you'll be asked for.

Working through the wizard

Move through the steps left to right. Each screen explains what it changes; here's what to do on each.

Step 1 — License

Nothing to enter here — the wizard just confirms your license is active and shows its type. Read it and click Continue.

Step 2 — WHMCS prerequisites

GST Manager depends on a few WHMCS settings (Proforma Invoicing, sequential invoice numbering, tax support, the client Tax ID field, per-line-item tax calculation, and taxable item types). Rather than making you hunt through WHMCS configuration, this step checks them all and fixes every one with a single button — click it, confirm they're green, and continue. This is the biggest time-saver in the wizard.

Step 3 — GSTIN & tax rules

Enter your GSTIN and pick your registered state. When you continue, GST Manager generates the tax rules for you: IGST at 18%, and CGST 9% + SGST 9% for your state. This is the one step you can't skip (see below).

Step 4 — Company identity

Enter the phone, email, PAN and CIN/LLPIN that should print in your invoice footer. Don't leave the samples in place — see the warning below.

Step 5 — SAC & Purpose codes

Set the default SAC code and RBI Purpose code for each service type (hosting, upgrades, domains, addons). These are stamped onto invoice line items; you can fine-tune them later with Item Rules.

Step 6 — Bank & export details

Add your bank/remittance details (you can set different details per currency), plus the export/FEMA declarations and export invoice numbering used for non-Indian customers.

Step 7 — Invoice templates

Finally, deploy the GST invoice templates into your WHMCS theme(s). Any existing template files are backed up first, so this is safe to run. Click Finish Setup and you're done.

Only the GSTIN step is mandatory

Step 3 is the only step you must complete. A valid 15-character GSTIN and a registered state are required — without them GST Manager can't build correct tax rules. Type an invalid GSTIN and it's flagged in red at the top of the step until you fix it.

Every other step has a Skip for now link, and there's a Skip setup escape hatch throughout. If you choose it, you'll be warned:

Skip the setup wizard? GST Manager will not work correctly until these settings are configured under System Setup.

Don't leave the sample details on real invoices

Steps 4–6 ship with placeholders (for example +91-1234567890 and PAN ABCDE1234F) so the screens aren't blank. If you skip step 4, those samples will print on real customer invoices. Always enter your own details before sending invoices.

You can stop and come back

You don't have to finish in one go. The wizard measures completion against your actual settings, not which steps you clicked — anything you set under System Setup (or templates you sync from Global Settings → Sync Status) counts as done. The setup banner on the dashboard only lists what's genuinely missing, and disappears on its own once nothing is. For step 7, only your active theme matters.

To pick up later, go to Global Settings → Setup Wizard, which shows what's configured and offers:

• Continue Setup — reopens at the first unfinished step, keeping everything you've done.
• Start Over From Step 1 — walks the whole wizard again.

Neither resets anything — every field is pre-filled with your current values, so you're reviewing rather than re-typing.

Upgrades won't re-trigger the wizard

The wizard only runs on a fresh install. Upgrading an existing installation does not trigger it, so your configuration stays exactly as you left it.

Where to go next

• Configuration — adjust anything the wizard set, under System Setup
• Item Rules — SAC & Purpose codes per product
• Tax reports — GSTR-1 and export CSVs at filing time
• Back to the overview