StaffingGo – Invoice Data Source & Grouping Help Manual

Created by Srikanth U S, Modified on Mon, 22 Dec, 2025 at 8:22 PM by Srikanth U S

Purpose of This Document

This help manual explains from where invoice data is derived in StaffingGo based on the selected invoice grouping / billing methodology. It provides clear field-level mapping for Invoice To, Bill To, and Ship To details so that users understand exactly which master data is consumed during invoice generation.

Overview: Invoice Grouping Logic

StaffingGo generates invoices by grouping transactional data (attendance, pay register, billing items, etc.) according to the configured Billing Methodology.
The grouping level determines:

How many invoices are generated
Which master data (Client, Branch, Contract, PO, INB) is used
How address, GST, PAN, and Place of Supply are populated

Billing Methodologies Supported

Client-wise Billing

Invoice Grouping Rule

One invoice per Client

Data Source for Invoice Fields

Invoice Section	Field	Data Source
Invoice To	Name	Client Name
	Address	Client Address
	GST	Client GST
	PAN	Client PAN
	Place of Supply	Client “Invoice To” State
	State Code	Client “Invoice To” State Code
	Pincode	Client Pincode
Bill To	Name	Client Name
	Address	Client Address
	GST	Client GST
	Pincode	Client Pincode
Ship To	Name	Client-level Ship To Name
	Address	Client-level Ship To Address
	GST	Client-level Ship To GST
	Pincode	Client-level Ship To Pincode

Branch-wise Billing

Invoice Grouping Rule

Invoice as per Client Branch

Data Source for Invoice Fields

Invoice Section	Field	Data Source
Invoice To	Name	Branch Name
	Address	Branch Address
	GST	Branch GST
	PAN	Client PAN
	Place of Supply	Branch “Invoice To” State
	State Code	Branch “Invoice To” State Code
	Pincode	Branch Pincode
Bill To	Name	Branch Name
	Address	Branch Address
	GST	Branch GST
	Pincode	Branch Pincode
Ship To	Name	Branch Ship To Name
	Address	Branch Ship To Address
	GST	Branch Ship To GST
	Pincode	Branch Ship To Pincode

Contract-wise Billing

Invoice Grouping Rule

Invoice as per Contract

Data Source for Invoice Fields

Invoice Section	Field	Data Source
Invoice To	Name	Client Name
	Address	Client Address
	GST	Client GST
	PAN	Client PAN
	Place of Supply	Client “Invoice To” State
	State Code	Client “Invoice To” State Code
	Pincode	Client Pincode
Bill To	Name	Client Name
	Address	Client Address
	GST	Client GST
	Pincode	Client Pincode
Ship To	Name	Client Ship To Name
	Address	Client Ship To Address
	GST	Client Ship To GST
	Pincode	Client Ship To Pincode

Purchase Order (PO)-wise Billing

Invoice Grouping Rule

Invoice as Per Purchase Order (PO)

Data Source for Invoice Fields

Invoice Section	Field	Data Source
Invoice To	Name	Client Name
	Address	PO Bill to Address
	GST	PO Bill to GST
	PAN	Client PAN
	Place of Supply	PO “Invoice To” State
	State Code	PO “Invoice To” State Code
	Pincode	PO Bill to Pincode
Bill To	Name	PO Level Bill to name
	Address	PO Level Bill to Address
	GST	PO Level GST
	Pincode	PO Level Pincode
Ship To	Name	PO Ship To Name
	Address	PO Ship To Address
	GST	PO Ship To GST
	Pincode	PO Ship To Pincode

INB No wise Billing

Invoice Grouping Rule

Invoice as per INB Number

Data Source for Invoice Fields

Invoice Section	Field	Data Source
Invoice To	Name	Client Name
	Address	INB Bill to Address
	GST	INB Bill to GST
	PAN	Client PAN
	Place of Supply	INB Bill to State
	State Code	INB Bill to State Code
	Pincode	INB Bill to Pincode
Bill To	Name	INB Bill to Name
	Address	INB Bill to adress Address
	GST	INB Bill to GST
	Pincode	INB Bill to Pincode
Ship To	Name	INB Ship To Name
	Address	INB Ship To Address
	GST	INB Ship To GST
	Pincode	INB Ship To Pincode

Reporting Manager wise Billing

Invoice Grouping Rule

Invoice as per Reporting manager

Data Source for Invoice Fields

Invoice Section	Field	Data Source
Invoice To	Name	Client Name
	Address	Client Address
	GST	Client GST
	PAN	Client PAN
	Place of Supply	Client “Invoice To” State
	State Code	Client “Invoice To” State Code
	Pincode	Client Pincode
Bill To	Name	Client Name
	Address	Client Address
	GST	Client GST
	Pincode	Client Pincode
Ship To	Name	Client-level Ship To Name
	Address	Client-level Ship To Address
	GST	Client-level Ship To GST
	Pincode	Client-level Ship To Pincode

ER manager wise Billing

Invoice Grouping Rule

Invoice as per ER manager

Data Source for Invoice Fields

Invoice Section	Field	Data Source
Invoice To	Name	Client Name
	Address	Client Address
	GST	Client GST
	PAN	Client PAN
	Place of Supply	Client “Invoice To” State
	State Code	Client “Invoice To” State Code
	Pincode	Client Pincode
Bill To	Name	Client Name
	Address	Client Address
	GST	Client GST
	Pincode	Client Pincode
Ship To	Name	Client-level Ship To Name
	Address	Client-level Ship To Address
	GST	Client-level Ship To GST
	Pincode	Client-level Ship To Pincode

Employee No Billing

Invoice Grouping Rule

Invoice as per Employee No

Data Source for Invoice Fields

Invoice Section	Field	Data Source
Invoice To	Name	Client Name
	Address	Client Address
	GST	Client GST
	PAN	Client PAN
	Place of Supply	Client “Invoice To” State
	State Code	Client “Invoice To” State Code
	Pincode	Client Pincode
Bill To	Name	Client Name
	Address	Client Address
	GST	Client GST
	Pincode	Client Pincode
Ship To	Name	Client-level Ship To Name
	Address	Client-level Ship To Address
	GST	Client-level Ship To GST
	Pincode	Client-level Ship To Pincode

Cost Center Billing

Invoice Grouping Rule

Invoice as per Cost Center

Data Source for Invoice Fields

Invoice Section	Field	Data Source
Invoice To	Name	Client Name
	Address	Client Address
	GST	Client GST
	PAN	Client PAN
	Place of Supply	Client “Invoice To” State
	State Code	Client “Invoice To” State Code
	Pincode	Client Pincode
Bill To	Name	Client Name
	Address	Client Address
	GST	Client GST
	Pincode	Client Pincode
Ship To	Name	Client-level Ship To Name
	Address	Client-level Ship To Address
	GST	Client-level Ship To GST
	Pincode	Client-level Ship To Pincode

Branch State Billing

Invoice Grouping Rule

Invoice as per Branch State

Data Source for Invoice Fields

Invoice Section	Field	Data Source
Invoice To	Name	Client Name
	Address	Client Address
	GST	Client GST
	PAN	Client PAN
	Place of Supply	Client “Invoice To” State
	State Code	Client “Invoice To” State Code
	Pincode	Client Pincode
Bill To	Name	Client Name
	Address	Client Address
	GST	Client GST
	Pincode	Client Pincode
Ship To	Name	Client-level Ship To Name
	Address	Client-level Ship To Address
	GST	Client-level Ship To GST
	Pincode	Client-level Ship To Pincode

Working State Billing

Invoice Grouping Rule

Invoice as per Working State

Data Source for Invoice Fields

Invoice Section	Field	Data Source
Invoice To	Name	Client Name
	Address	Client Address
	GST	Client GST
	PAN	Client PAN
	Place of Supply	Client “Invoice To” State
	State Code	Client “Invoice To” State Code
	Pincode	Client Pincode
Bill To	Name	Client Name
	Address	Client Address
	GST	Client GST
	Pincode	Client Pincode
Ship To	Name	Client-level Ship To Name
	Address	Client-level Ship To Address
	GST	Client-level Ship To GST
	Pincode	Client-level Ship To Pincode

Working Venue Billing

Invoice Grouping Rule

Invoice as per Working Venue

Data Source for Invoice Fields

Invoice Section	Field	Data Source
Invoice To	Name	Client Name
	Address	Client Address
	GST	Client GST
	PAN	Client PAN
	Place of Supply	Client “Invoice To” State
	State Code	Client “Invoice To” State Code
	Pincode	Client Pincode
Bill To	Name	Client Name
	Address	Client Address
	GST	Client GST
	Pincode	Client Pincode
Ship To	Name	Client-level Ship To Name
	Address	Client-level Ship To Address
	GST	Client-level Ship To GST
	Pincode	Client-level Ship To Pincode

Zone Billing

Invoice Grouping Rule

Invoice as per Zone

Data Source for Invoice Fields

Invoice Section	Field	Data Source
Invoice To	Name	Client Name
	Address	Client Address
	GST	Client GST
	PAN	Client PAN
	Place of Supply	Client “Invoice To” State
	State Code	Client “Invoice To” State Code
	Pincode	Client Pincode
Bill To	Name	Client Name
	Address	Client Address
	GST	Client GST
	Pincode	Client Pincode
Ship To	Name	Client-level Ship To Name
	Address	Client-level Ship To Address
	GST	Client-level Ship To GST
	Pincode	Client-level Ship To Pincode

PO & Employee Level Billing

Invoice Grouping Rule

Invoice as per PO & Employee Level

Data Source for Invoice Fields

Invoice Section	Field	Data Source
Invoice To	Name	Client Name
	Address	Client Address
	GST	Client GST
	PAN	Client PAN
	Place of Supply	Client “Invoice To” State
	State Code	Client “Invoice To” State Code
	Pincode	Client Pincode
Bill To	Name	Client Name
	Address	Client Address
	GST	Client GST
	Pincode	Client Pincode
Ship To	Name	Client-level Ship To Name
	Address	Client-level Ship To Address
	GST	Client-level Ship To GST
	Pincode	Client-level Ship To Pincode

Project Level Billing

Invoice Grouping Rule

Invoice as per Project

Data Source for Invoice Fields

Invoice Section	Field	Data Source
Invoice To	Name	Client Name
	Address	Client Address
	GST	Client GST
	PAN	Client PAN
	Place of Supply	Client “Invoice To” State
	State Code	Client “Invoice To” State Code
	Pincode	Client Pincode
Bill To	Name	Client Name
	Address	Client Address
	GST	Client GST
	Pincode	Client Pincode
Ship To	Name	Client-level Ship To Name
	Address	Client-level Ship To Address
	GST	Client-level Ship To GST
	Pincode	Client-level Ship To Pincode

Invoice Group (Rate Card Billing) Billing

Invoice Grouping Rule

Invoice as per Invoice Group (Rate Card Billing)

Data Source for Invoice Fields

Invoice Section	Field	Data Source
Invoice To	Name	Client Name
	Address	Client Address
	GST	Client GST
	PAN	Client PAN
	Place of Supply	Client “Invoice To” State
	State Code	Client “Invoice To” State Code
	Pincode	Client Pincode
Bill To	Name	Client Name
	Address	Client Address
	GST	Client GST
	Pincode	Client Pincode
Ship To	Name	Client-level Ship To Name
	Address	Client-level Ship To Address
	GST	Client-level Ship To GST
	Pincode	Client-level Ship To Pincode

PO & Branch Billing

Invoice Grouping Rule

Invoice as per PO & Branch

Data Source for Invoice Fields

Invoice Section	Field	Data Source
Invoice To	Name	Client Name
	Address	Client Address
	GST	Client GST
	PAN	Client PAN
	Place of Supply	Client “Invoice To” State
	State Code	Client “Invoice To” State Code
	Pincode	Client Pincode
Bill To	Name	Client Name
	Address	Client Address
	GST	Client GST
	Pincode	Client Pincode
Ship To	Name	Client-level Ship To Name
	Address	Client-level Ship To Address
	GST	Client-level Ship To GST
	Pincode	Client-level Ship To Pincode

Invoice Group & Branch (Rate Card Billing)Billing

Invoice Grouping Rule

Invoice as per Invoice Group & Branch (Rate Card Billing)

Data Source for Invoice Fields

Invoice Section	Field	Data Source
Invoice To	Name	Client Name
	Address	Client Address
	GST	Client GST
	PAN	Client PAN
	Place of Supply	Client “Invoice To” State
	State Code	Client “Invoice To” State Code
	Pincode	Client Pincode
Bill To	Name	Client Name
	Address	Client Address
	GST	Client GST
	Pincode	Client Pincode
Ship To	Name	Client-level Ship To Name
	Address	Client-level Ship To Address
	GST	Client-level Ship To GST
	Pincode	Client-level Ship To Pincode

Employee Category Billing

Invoice Grouping Rule

Invoice as per Employee Category

Data Source for Invoice Fields

Invoice Section	Field	Data Source
Invoice To	Name	Client Name
	Address	Client Address
	GST	Client GST
	PAN	Client PAN
	Place of Supply	Client “Invoice To” State
	State Code	Client “Invoice To” State Code
	Pincode	Client Pincode
Bill To	Name	Client Name
	Address	Client Address
	GST	Client GST
	Pincode	Client Pincode
Ship To	Name	Client-level Ship To Name
	Address	Client-level Ship To Address
	GST	Client-level Ship To GST
	Pincode	Client-level Ship To Pincode

Employee Group Billing

Invoice Grouping Rule

Invoice as per Employee Group

Data Source for Invoice Fields

Invoice Section	Field	Data Source
Invoice To	Name	Client Name
	Address	Client Address
	GST	Client GST
	PAN	Client PAN
	Place of Supply	Client “Invoice To” State
	State Code	Client “Invoice To” State Code
	Pincode	Client Pincode
Bill To	Name	Client Name
	Address	Client Address
	GST	Client GST
	Pincode	Client Pincode
Ship To	Name	Client-level Ship To Name
	Address	Client-level Ship To Address
	GST	Client-level Ship To GST
	Pincode	Client-level Ship To Pincode

Employee Group/Branch Billing

Invoice Grouping Rule

Invoice as per Employee Group/Branch

Data Source for Invoice Fields

Invoice Section	Field	Data Source
Invoice To	Name	Client Name
	Address	Client Address
	GST	Client GST
	PAN	Client PAN
	Place of Supply	Client “Invoice To” State
	State Code	Client “Invoice To” State Code
	Pincode	Client Pincode
Bill To	Name	Client Name
	Address	Client Address
	GST	Client GST
	Pincode	Client Pincode
Ship To	Name	Client-level Ship To Name
	Address	Client-level Ship To Address
	GST	Client-level Ship To GST
	Pincode	Client-level Ship To Pincode

Employee Category/Branch Billing

Invoice Grouping Rule

Invoice as per Employee Category/Branch

Data Source for Invoice Fields

Invoice Section	Field	Data Source
Invoice To	Name	Client Name
	Address	Client Address
	GST	Client GST
	PAN	Client PAN
	Place of Supply	Client “Invoice To” State
	State Code	Client “Invoice To” State Code
	Pincode	Client Pincode
Bill To	Name	Client Name
	Address	Client Address
	GST	Client GST
	Pincode	Client Pincode
Ship To	Name	Client-level Ship To Name
	Address	Client-level Ship To Address
	GST	Client-level Ship To GST
	Pincode	Client-level Ship To Pincode

Defaulting & Fallback Rules (Important)

If Ship To details are not configured at the selected grouping level, the system blank the data at invoice
For Branch-wise billing, Legal Name takes precedence; if missing, Branch Name is used.
PAN is always derived from Client master, for all grouping billing.
In Invoice documents-based Tag the data will replace