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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

Learn Tally TDL 

or simply check student testimonial about our online TDL Course

How to create colourful Boxes

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:-

How to Customising Sales Invoice in Tally.ERP 9
www.tallynine.com

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.

 How to Customising Sales Invoice in Tally.ERP 9
www.tallynine.com

Now a regular sales voucher is made for a car wash invoice as shown below:-

Cutssomisation of Sales Invoice in Tally.ERP 9
www.tallynine.com

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)

Printing Configuration in Tally.ERP 9
www.tallynine.com

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

Sales Invoice Customisaion
www.tallynine.com

Now we go to V–>F8 and then select the consultancy fee voucher

Sales Invoice in Tally.ERP 9
www.tallynine.com

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

Sales Invoice Customisation in Tally.ERP 9
www.tallynine.com

Press Ctrl-A to take a print of the bill as :-

Invoice Customisation in Tally.ERP 9
www.tallynine.com

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

Sales Voucher Entry in Tally.ERP 9
www.tallynine.com

press ALT-P for printing then before printing press F12

Customisation of sales invoice
www.tallynine.com

Now we get the bill generated,as :-

www.Tallynine.com

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 :-

"Invoice Printing in Tally"
www.tallynine.com

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

Subscribe here

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Comments

  1. If i have two user in tally, how i know who entry data or create invoice .
    How i showing user name in printed invoice

  2. Ravi

    i want this type of print

    date particular quantity per rate amount

    can anyone help me for this one b’coz i have to add multiple particular in one invoice on different dates
    just want to add date column in sales

  3. Ravi

    i want this type of print

    date particular quantity rate per amount

    can anyone help me for this one b’coz i have to add multiple particular in one invoice on different dates
    just want to add date column in sales

  4. Dear Sir,

    I want to utilize our Invoice’s right bottom side for all type of declarations, like service tax, vat and TDS. Recently we have been Tally’s authorized distributor for nasik. We want to customize our invoice as per above but no Add-on found for that. Please help.

    1. Hello Jayesh,

      I think most of the declaration are available by default in Tally.ERP 9. and you may not need to customise the same.
      However if you have any specific requirement, then please mail me at info@tallynine.com. I will look into the same

  5. Madhavi

    Dear Sir

    I want to know how to show bank details of our company in tally. It should be shown in Sales Invoice, from this party can easily transfer their payment from net banking.

    1. Madhavi,

      If you are using latest version of Tally.ERP 9 then you can set up the bank details through F12 configuration after giving the print command

      1. Madhavi Suresh Kadam

        Thank you

      2. Madhavi Suresh Kadam

        Dear Sir

        I have one query for Jan 2016 we did extra Vat payment around 3500/- but it is not carried forward for the month of Feb 2016. As we going to Form 231 it show full payment of VAT instead of deduction of extra payment of VAT.

  6. bharat

    how to remove the balance space between the vat and to total

  7. sarvan rajput

    hello sir

    i have to print a simple sales invoice in A6 paper can it be possible….and i want to remove items from the invoice such as AMOUNT IN WORDS etc…can it be possib;e?

    1. removing items from the invoice is possible through TDL
      Printing A6 also possible in through TDL though you can try default tally setting for the printing to see if that works without the TDL

  8. BHARAT

    SIR WE HAVE CHANGE NEW EXCISE RANGE AND ADDRESS IN TALLY..HOW CAN IT…PLS REPLY?

  9. Mahesh Chhatbar

    I need to print invoices from tally for more then one company
    For one company the invoice is on a letterhead and it works by leaving some space on top.
    but for the other no space is to be left on top.
    If print setting is set for one company , it affects printing in the other company too.
    Thus how to have a fixed print setting for each company in Tally

    Any ideas? Has anyone had a problem ever ?

  10. Jitender pal singh

    Sir I want different quantities to added and shown for a single item while billing

    1. You will need to hire a developer to do this or in case if you want to do it, you need to learn Tally TDL which is Tally’s programming language

  11. Hello Mahendra sir,
    You are doing a fantastic job by helping people.

    Please guide me for this:
    I need to print my letterhead design made in word or any HTML format, along with the Tally printed invoice.

    Normally what i do is:
    1. I print the Letterhead first.
    2. Then put the same paper again to print the invoice below the letterhead.

    Is there any way i could combine the both steps?

    1. Hi,
      Tally allows not to print company name, address so you can disable the title of the invoice while printing and then simply put your letter head in the printer and it will be printed with the invoice.

  12. KRISHNA KUMAR

    SIR,
    While i’m prining the sales invoice is printing without line. I have went to sales invoice configuration and change the ‘simple fomart- No’ . But still not able to print with lines.

    Pl. help

    Regards
    Krisna

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