---
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

Configure GST Manager settings after activation. For the field-by-field reference, see the [Settings reference](/gst-manager-whmcs/settings).

::: info 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; sales inside your own registered state split into CGST + SGST. **SAC** codes classify services for tax; **Purpose Codes** (RBI) classify export payments; **FEMA** governs export remittances.
:::

## 1. Run the Setup Wizard

On a fresh, licensed install, opening **Addons → GST Manager** launches a guided **7-step Setup Wizard**:

* **License verification:** Validates active module license status.
* **WHMCS prerequisites:** Auto-configures required tax and currency settings.
* **Tax rules:** Captures GSTIN, registered state, and generates GST rules.
* **Identity & codes:** Records company identity, SAC codes, and RBI Purpose codes.
* **Template deployment:** Syncs GST invoice templates to active themes.

Only the **GSTIN & Tax Rules** step is mandatory — every other step provides a **Skip for now** option. See [the Setup Wizard](/gst-manager-whmcs/features/setup-wizard).

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

## 2. Where each setting lives (System Setup)

Access settings directly under **Addons → GST Manager → System Setup**:

| 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*

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

## 3. Set your GSTIN and registered state (mandatory)

Navigate to **System Setup → Tax & GST** → enter your **15-character GSTIN** → select your **registered state** → save.

GST Manager generates the required tax rules automatically:

| Rule | Applies to |
| --- | --- |
| **IGST 18%** | Inter-state supplies (country = India) |
| **CGST 9% + SGST 9%** | Supplies within your own registered state |

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

::: tip One-Click System Setup
**One-Click System Setup** configures invoicing, the tax rules and your GSTIN in a single step. Fine-tune anything afterwards.
:::

## 4. Set Company Identity

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

## 5. Fine-tune per-item codes

Defaults under **SAC & Purpose Codes** cover standard service types (Hosting, Upgrades, Domains, Addons). For product-specific codes, configure mappings under [Item Rules](/gst-manager-whmcs/features/item-rules).

## 6. Verify

* **Raise test invoices:** Verify domestic CGST/SGST, inter-state IGST, and footer details.
* **Check SAC/Purpose codes:** Confirm codes display accurately on line items.
* **Export tax reports:** Download filing CSVs from [Tax Reports](/gst-manager-whmcs/features/tax-reports).

## 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/)