C-Form functionality is only applicable for Indian customers.
What is C-Form?
C-Form is issued by the Customer. If Customer Issues C-Form, supplier applies discounted CST (central sales tax) in the invoice. C-Form is only applicable on the inter-state transactions.
C-Form functionality in ERPNext allows Supplier to update C-Form No. as received from Customer in the submitted Sales Invoice. Also you can create report on Sales Invoice and track invoices for which C-Form has not yet been received from Customer.
Following are step to manage C-Form related sales in ERPNext.
Set C-Form Applicability
While creating Sales invoice for the customer, set C-Form applicability in Sales Invoice. In More Info section of Sales Invoice, set field called Is C-Form Applicable as Yes. Bydefault, this field will have No for a value.
Updating this field as Yes will allow you to pull this Sales Invoice in the C-Form Tool, and update C-Form No. as received from the Customer.
Create C-Form Record
After receiving C-Form from your Customer, you should update that C-Form no. in the Sales Invoice by creating C-Form record.
Accounts > Setup > C-Form > New
Enter details like C-Form No, Received Date, State and Amount etc. Select Customer and pull related Sales Invoices under provided table.
Save & Submit C-Form
After entering details, save and submit C-Form record. On save system will generate C-Form record and on submission update that C-Form No. in the Sales Invoice.
C-Form serial no will be updated in related invoice under the field 'C-Form No'.
Tracking Pending Invoice for C-Form
To track invoices for which C-Form has not yet been received from Customer, you can create custom report on Sales Invoice. In this report, you can filter invoices which doesn't have C-Form updated in them yet, and followup with the customer accordingly.