How to Create an Invoice Format in Tally ERP 9

Creating an invoice format in Tally ERP 9 involves customizing the invoice template to fit your business needs. This guide walks you through the process, from creating an invoice entry to setting print configurations and customizing the format further.

Step 1: Open Tally ERP 9 and Select Your Company

Begin by launching Tally ERP 9 on your computer. Once the program is open, choose the company for which you intend to create the invoice. Properly selecting the company ensures that your data is recorded accurately under the correct ledger.

Step 2: Enter Invoice Entry

Navigate through the following steps within the software to enter an invoice:

Select Gateway of Tally from the main menu. Choose Accounting Vouchers from the options that appear. Press F8 or select Sales to start creating a sales invoice.

Step 3: Customize Invoice Details

Add the necessary details directly to the invoice entry screen:

Date: Enter the invoice date. Party’s Name: Specify the name of the entity you are invoicing. Select from Ledger: Choose the appropriate ledger account for the party. Item Details: List the items being sold with their respective quantities and rates. Amount: Summarize the total amount for the invoice.

For customizing the format, press Alt P to access print options.

Step 4: Modify Print Settings (Optional)

To change default print settings or customize the layout, follow these instructions:

Select Gateway of Tally from the main menu. Go to F11: Features Accounting Features. Look for options under Print Configuration to make adjustments such as adding the company logo or modifying font settings.

Step 5: Save and Print the Invoice

After entering all the necessary details, save the invoice. To print, press Alt P and select your desired printing options. Choose the printer and other settings before printing.

Step 6: Save as Template (Optional)

To save a specific format for future use, create a template by going to:

Select Gateway of Tally. Go to F12: Configure Printing. Specify settings that will apply to all invoices.

Additional Tips

Ensure that your company details are correctly entered in Tally under Gateway of Tally Company Info Alter. Regularly update your item and ledger details to keep your invoices accurate. For advanced customization, Tally allows for changes through its TDL (Tally Definition Language).

By following these steps, you can create and customize an invoice format in Tally ERP 9 to suit your business needs, whether you have specific requirements or need to adhere to standard practices.