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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

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

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Customising invoice in Tally

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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

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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

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

Cutssomisation of Sales Invoice in Tally.ERP 9

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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

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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 purhcasing

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

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

Sales Invoice in Tally.ERP 9

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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

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

Invoice Customisation in Tally.ERP 9

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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

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press ALT-P for printing then before printing press F12

Customisation of sales invoice

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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

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About the Author

Hi Just like you, I am one of the souls on EARTH who has a desire to be able to maintain my accounts accurately and be most efficient in using the powerful features of Tally. Currently I work as an accountant at a firm in Durgapur. I am a Tally lover and would be happy to solve your queries related to Tally, however I may not be able to reply to all the queries instantly but will surely try to solve them and give u a solution( provided I get free time from my daily work :) )

Leave a Reply 10 comments

microqatar - 4 years ago Reply

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

Ravi - 3 years ago Reply

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

Ravi - 3 years ago Reply

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

JayeshGujrati - last year Reply

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.

Mahendra Rana - last year Reply

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

Madhavi - 8 months ago Reply

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.

Mahendra Rana - 8 months ago Reply

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

Madhavi Suresh Kadam - 8 months ago Reply

Thank you

Madhavi Suresh Kadam - 8 months ago Reply

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.

bharat - a few months ago Reply

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

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