How to record a sales invoice in Tally Prime?

 

Recording a Sales Invoice in Tally Prime

Here's a step-by-step guide on how to record a sales invoice in Tally Prime:

1. Access Sales Voucher:

• Open Tally Prime and navigate to the "Gateway of Tally" screen.
• Press Alt+T or click on "Transactions."
• Select "Sales" to access the sales voucher entry screen.

2. Enter Invoice Details:

• Voucher Type: Select the appropriate voucher type (e.g., Sales Invoice, Debit Note).
• Date: Enter the invoice date.
• Reference Number: Provide a unique reference number for the invoice.
• Customer: Select the customer's name from the customer list or create a new one.
• Godown: Specify the godown from where the items will be shipped.

3. Add Items:

• Press Alt+A or click on "Add Item."
• Select the item from the item list.
• Enter the quantity sold and the rate per unit.
• The total amount will be calculated automatically.

4. Add Taxes (if applicable):

• If applicable, add taxes such as GST, VAT, or other relevant taxes.

5. Add Discounts (if applicable):

• If applicable, add any discounts or allowances.

6. Calculate Total:

• The total amount of the invoice will be calculated based on the items, taxes, and discounts.

7. Payment Details (Optional):

• If the customer has made a partial or full payment, enter the payment details (mode of payment, amount).

8. Save the Invoice:

• Press Ctrl+A or click on "Accept" to save the invoice.

Additional Tips:

• You can print the invoice immediately after saving it.
• For recurring invoices, you can use Tally Prime's recurring journal feature.
• To view or edit an existing invoice, use the "List" or "Alter" options in the sales voucher entry screen.

By following these steps, you can accurately record sales invoices in Tally Prime and track your business's revenue.