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Setup Wizard
The guided 7-step Setup Wizard automates initial configuration on fresh installs:
- Launch point: Opens automatically upon first navigating to Addons → GST Manager.
- Guided workflow: Configures tax rules, prerequisites, company identity, and template files.
- Required inputs: Active license key, 15-character GSTIN, registered state, and business identifiers (PAN, CIN/LLPIN).
Addons → GST Manager → Setup Wizard
Vocabulary
GST is India's Goods and Services Tax. Your GSTIN is the 15-character GST registration number. IGST / CGST / SGST are the inter-state / central / state components of GST. SAC codes classify services for tax; Purpose Codes (RBI) classify export payments.
The seven steps
| Step | What to do |
|---|---|
| 1. License | Confirms active license status. Click Continue to proceed. |
| 2. WHMCS prerequisites | Audits and fixes required WHMCS settings (Proforma Invoicing, sequential numbering, tax support, client Tax ID field, per-line-item tax) with a single click. |
| 3. GSTIN & tax rules | Enter your GSTIN and select your registered state to generate IGST 18% and CGST 9% + SGST 9% rules. (Mandatory step). |
| 4. Company identity | Enter business contact details, PAN, and CIN/LLPIN for invoice footers. |
| 5. SAC & Purpose codes | Set default SAC and RBI Purpose codes for hosting, upgrades, domains, and addons. |
| 6. Bank & export details | Configure currency-specific remittance details, FEMA export declarations, and export numbering. |
| 7. Invoice templates | Backs up existing files and deploys GST invoice templates to active WHMCS themes. Click Finish Setup. |
Only the GSTIN step is mandatory
Step 3 is the only non-skippable requirement:
- Mandatory input: Requires a valid 15-character GSTIN and registered state.
- Validation alerts: Invalid formats display in red and block progression until corrected.
- Optional skipping: Steps 1, 2, and 4–7 include Skip for now options.
- Global exit: The Skip setup action exits the wizard, requiring manual configuration 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). If you skip step 4, those samples print on real customer invoices. Always enter your own details before sending invoices.
Stop and come back
The wizard tracks completion against active system state rather than sequential button clicks:
- State detection: Values configured directly under System Setup count as completed steps.
- Active theme target: Step 7 verifies template status on your active customer theme.
- Resuming: Navigate to Global Settings → Setup Wizard and select:
- Continue Setup: Reopens the earliest unfinished step without overwriting saved data.
- Start Over From Step 1: Steps through the entire wizard with current values pre-filled.
Upgrades won't re-trigger the wizard
The wizard only runs on a fresh install. Upgrading does not trigger it, so your configuration stays 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