---
url: /gst-manager-whmcs/features/setup-wizard.md
description: >-
  A step-by-step walkthrough of GST Manager's guided 7-step Setup Wizard — what
  you'll see and what to do at each step to get GST-compliant invoicing working
  on a fresh install.
---

# 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).

![Setup Wizard step in the WHMCS admin](/gst-manager-whmcs/img/gst-setup-wizard-step.png)
*Addons → GST Manager → Setup Wizard*

::: info 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**.

::: warning 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.

::: tip 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](/gst-manager-whmcs/configuration) — adjust anything the wizard set, under System Setup
* [Item Rules](/gst-manager-whmcs/features/item-rules) — SAC & Purpose codes per product
* [Tax reports](/gst-manager-whmcs/features/tax-reports) — GSTR-1 and export CSVs at filing time
* Back to the [overview](/gst-manager-whmcs/)