How to Customising Sales Invoice in Tally.ERP 9
Generally, in accounting software, you need a programming extension or coding languages knowledge to change the functionality of the software. However today, in this article you will learn How to Customising Sales Invoice in Tally.ERP 9 without knowing the Tally TDL.
Customisation of Invoice in Tally.ERP 9 is powerful feature. You can customise your code without knowing any Programming Code to a some extent. Tally.ERP 9 gives you plenty of options to customise your customise your Invoice.
Of course if you know the Tally TDL you will have more control on your software and you can customise almost everything in your software.
Following articles may help you to understand the Tally TDL and its capabilities
or simply check student testimonial about our online TDL Course
However, in case if you just want to customise your sales invoice with the default Tally.ERP 9 settings then go ahead and read the entire step by the article. It will help you to learn How to Customising Sales Invoice in Tally.ERP 9
There are different billing techniques in any business, in this case, we have considered 4 different scenarios, where
Invoices need different settings for a different kind of Industries
[Customising invoice in Tally
1) Service billing
a) Simple Billing
b) Detailed Billing
2) Item Billing
a) Simple Billing
b) Detailed Billing
we have considered and displayed how this is tackled in tally.
Case 1 ) Service billing – Simple:-
Now we need to create the service tax ledger
Let us create a service tax ledger as shown below, we go to accounts -> ledger->create and type service tax. There is an option of typing service tax@12%, Education cess@2% and sec education cess@1%. However instead of creating 3 different ledgers for service tax we can create only one ledger with the service tax being categorised under “Any” so that the service tax calculation is done automatically.
Now a regular sales voucher is made for a car wash invoice as shown below:-
here car wash -SUV has been created as a ledger with service tax applicability and the other ledger of service tax is used as shown.
press Ctrl-A and then ALT P for printing then Press F12 to change the config
( note the print in simple format is set to YES)
The bill is generated as :-
now we will take up the second scenario where we have to print a relatively more complex bill as the service also needs the details of the person who is purchasing
1 b) Service and Detailed Billing
we first create the voucher type by going to the Accounts-Voucher type–> Creation, select the config as shown below for automatic numbering
Now we go to V–>F8 and then select the consultancy fee voucher
For printing the bills –
ALT-P and then Press F12
Now we will need to just alternate the print in simple/regular format while taking the print out. in this case since we need a detailed format, we will go to F12 config and then choose to print as simple format as NO
Press Ctrl-A to take a print of the bill as :-
Now let us make different bills for an item, let us say an item being sold to a buyer.
There are two cases of billing let us say a simple product is to be billed without having the details of the buyers and the other case would be where we need to print the details of the buyer as well because it’s not something like a cash sale but a bigger value sale.
Case 2 a):- selling a simple product such as a mouse sale over the counter
Gateway of tally press V–>F8,Choose sales , fill in the invoice and then
press ALT-P for printing then before printing press F12
Now we get the bill generated,as :-
Now let us take the case 2, where the billing is more complex as the item is more expensive or we need to track of the customers.
Case 2b) Item with detailed billing :-
Similarly go to Accounting vouchers and then press F8 , in this case the purchaser is a bulk purchaser where he is buying a Xerox Machine. Here we would want to give a detailed report of the bill so we cannot print the same simple formatted bill. Here we would put it as a regular bill. By keeping Print as simple format to NO.
the voucher is made as :-
the print config is set as above:-
the suppliers ref no and others ref will be there so we have the option of writing NA or not applicable or leaving it blank
or else you can switch it off as:-
the sales invoice bill is prepared as :-
this way we have different ways of billing through Tally, one has to simply change the F12 config to set the Billing details.
These are the default settings to customise your invoice, however, Tally.ERP 9 gives you more power to customise your invoice absolutely with the power of Tally TDL
If you want to know more about Tally TDL and interested to learn Tally.ERP 9’s programming language then