Before creating the invoice, you need to configure the invoice.
| 1. | Go to Gateway of Tally > Accounting Vouchers> F8: Sales/F9: Purchases (As Invoice) |
| 2. | Select F12: Configure |
Set the options as required.
| 1. | Complete Accounting Allocations in Order/Delivery notes? Accounting allocations are not normally made during order recording or delivery notes. Yet you can set it to Yes if necessary. |
| 2. | Allow modification of ALL fields during entry: Default order/delivery note entries appearing in the invoice can be changed during invoice entry. Set this to Yes to permit modification of all fields. |
Further, you can configure its printing as follows:
Go to Gateway of Tally > F12: Configure > Printing > Sales Transactions > Sales Invoice
Invoice Printing Configuration appears as shown.
Set the print options as desired. You can configure the invoice as per your requirement. The options depend on the various F11: Features and F12: Configure options that have been set for your company and for the voucher either by you or by the administrator.
In the above screen, the options are tuned to International settings. These will change if you opt for India/SAARC in the basic company settings. The details that you give during invoice entry depend very much on the configuration settings.
Likewise, the details that you give during invoice entry depend very much on the configuration settings. Consider a typical invoice entry screen.
During invoice entry, some of the information will be selected from the separate pop-up screens. The invoice format is different from the normal sales voucher where the accounting information is the primary information and the stock information is secondary. In the invoice format, stock information is primary information and accounting information is the secondary.
Sales Voucher number
This number is controlled by the settings in the voucher type masters.
Date
Change date using [F2], when you need to.
Reference
This is an optional field. Give any reference particulars that can be later picked up using the range or filter mechanism. This has, traditionally, been used for tracking missing tax forms.
Party's A/c name
Select the customer's ledger account. This account will be debited by the total invoice amount. You may select a party ledger (under the groups Sundry Debtors or Sundry Creditors) or even Cash or Bank Account (for cash sales).
Party's other details
This information is to be filled up in the secondary screen that pops up.
You may have a different consignee name and address than the buyer (if configured for).
Delivery Note No(s)
Select the Delivery Note number if there was any for the shipment, from the Pop-up List of Tracking numbers. This way you reconcile goods despatched with the invoice and financial records. Select Not Applicable if no separate delivery exists. The choice is required only if Tracking Numbers are active.
More:
Despatch, Order and Buyer Details