Email a Supplier the GSTR-2B Invoices to Check
When your credit depends on a supplier fixing or filing an invoice, you can email them the list straight from GSTR-2B. Bizconnekt builds the list, attaches it as a CSV file, and keeps a copy of the email on the supplier's record.
Availability depends on your plan and your role. To send you need Add or Edit access to Email and Edit access to Tax compliance. Without email access, the Email supplier icon in the summary page's supplier list is greyed out ("No email permission"). In a month workspace the button still opens the dialog, but Send is greyed out and the dialog says why.
Where to find it
On the GSTR-2B summary page (Finance, Tax Compliance, 2B Reconciliation): in the Suppliers needing attention list, use the envelope icon at the end of a supplier's row. This emails the supplier's invoices for the whole financial year shown on the page, not a single month.
In a month workspace: filter to one supplier (type their GSTIN in the Supplier GSTIN filter) and an Email supplier button appears in the filter bar. This emails the invoices for that month only. See the month workspace.
What the email contains
The invoices for that supplier that need their action:
- Mismatch — in both their filing and your books, but a figure differs.
- Only in 2B — they reported it and you have no matching bill or expense.
- Only in books — you recorded it, but it is missing from their filing.
- Awaiting supplier — documents you have already marked as waiting on them.
The list goes out as a CSV attachment, so the supplier can open it in a spreadsheet.
The dialog
The dialog is titled with the supplier's name, GSTIN and the period it covers.
| Field | What to know |
|---|---|
| To | Filled in from the supplier's record. You can change it. If the record has no email, type one. For several people, separate the addresses with commas (up to 20). |
| Cc | Optional. |
| Subject | Filled in for you. You can change it. |
| Message | Optional. Leave it blank and the standard note is sent, asking the supplier to check, file or amend these invoices. |
Below the fields, a preview table shows exactly what will be attached: for each invoice, whether it comes from the 2B or your books, the invoice number, date, total, status and the reasons. The line under the table gives the number of invoices and the name of the attached file.
Press Send. You see a confirmation, with a link to open the supplier.
After you send
A copy of the email is kept on the supplier's mail tab, so you and your colleagues can see what was asked and when.
When Send is unavailable
Send is greyed out, with the reason shown beside it, when:
- There is nothing to follow up. The supplier has no invoice needing action for that period.
- The GSTIN is not in your supplier list. Add the supplier first, so the email can be kept on their record.
- An address is not valid, or To is empty.
- Your role lacks access. Ask your administrator for Add or Edit access to Email and Edit access to Tax compliance. You need both.
Related guides
- GSTR-2B month workspace — the statuses behind the list
- How to reconcile GSTR-2B — the full reconciliation walk-through
- Tax Compliance overview
Need help? Contact support at support@bizconnekt.com