Getting Started with ClayBill
A clear, practical guide on what business information you need, how to migrate existing Tally or Excel ledgers, and how to issue your first GST E-Way Bill and Tax Invoice.
Are You Ready to Launch on ClayBill?
Check off the information you have available below. You can start with basic details and configure government APIs and bank details anytime.
📋 Gathering Key Data
2 of 6 prerequisites checked
GSTIN & Registered Business Details
Official business registration details used across all invoice printouts, e-way bills, and government tax filings.
Bank Account & UPI Dynamic QR
Bank coordinates and UPI handles printed automatically on invoice PDFs so clients can pay via RTGS/NEFT or scan & pay instantly.
Customer & Supplier Master Data (Tally / Excel)
Directory of your dealers, distributors, builders, and raw material suppliers with opening balances.
Ceramic Tile Formats, HSN & Packaging Presets
Preset tile dimensions, box packaging ratios, and standard HSN codes to eliminate manual math while billing.
NIC E-Way Bill & E-Invoice Portal GSP Credentials
Official government gateway credentials to generate live 12-digit E-Way Bill numbers and IRN QR codes without logging into the NIC portal.
Transporters, Drivers & Truck Fleet Info
Preferred transport agencies and vehicle numbers for fast Part-B e-way bill generation and driver gate passes.
What Information to Enter at Each Step
Detailed field-by-field instructions to ensure 100% compliance on your GST tax invoices and e-way bills.
GSTIN & Registered Business Details
Required for: Legal GST Invoices, E-Way Bills & GSTR-1 Reports
| Data Field | Sample Example | Why It Matters |
|---|---|---|
| 15-Digit GSTIN | 24AAAAA0000A1Z5 | Identifies your state (first 2 digits) and legal PAN |
| Legal & Trade Name | ClayBill Ceramics Pvt Ltd | Printed at the top of all PDF invoices |
| Registered Office Address | 8-A National Highway, Ceramic Plaza | Mandatory for dispatch origin and e-way bill Part-A |
| 6-Digit Pincode | 363642 | Used for PIN-to-PIN automatic distance calculation on E-Way bills |
| Invoice Series Prefix | CB/2026-27/ or INV- | Unique numbering required per financial year |
Download Ready-to-Fill Excel / CSV Templates
Fill these sheets with your customer contacts and tile catalog, then import them directly via the ClayBill Migration Wizard in 2 minutes.
Customer & Supplier Ledger Template
claybill-parties-template.csvPre-formatted Excel sheet with columns for Party Name, GSTIN, Phone, City, State, and Opening Balance.
Ceramic Tile Master & Packaging Template
claybill-tile-items-template.csvSample product catalog with ceramic tile sizes (600x1200, 800x1600), HSN 6907, Sq.Ft/Box, and Kg/Box.
Prefer Us to Migrate Your Data for You?
Send us your existing Tally backup or party Excel sheets via WhatsApp or Email. Our migration team will format, verify GSTINs, and seed your full account within 1 business day.
Ready to Modernize Your Tile Billing?
No credit card required. Full access to E-Way bills, E-Invoicing, Party Ledgers, and Tile Packaging Calculators from day one.