how to set Automatic sales invoice number in tally erp 9
In this tutorial, we will explain how to set automatic sale invoice numbers
in tally. And also we will explain how to add Prefix and Suffix details in the invoice number.
Every financial year your will start with fresh invoice numbers. some of the invoice number formats are explained below
(Do not choose large invoice No: 0003/GST/VPT/2020-21 OR
SKPVT/0008/2020-21 etc...)
If you select the Automatic Sale Invoice number option, follow the below important points.
You can not edit invoice numbers manually.
Do not delete any invoices. If you delete any invoice, all invoice serial numbers will be changed.
If you don't want any invoice, just cancel the invoice. it is not reflected for invoice serial numbers.
You can re-use the canceled invoice. Note: if GST returns filed for a particular period, you do not re-use canceled invoice
After raising the invoice, just mention the invoice number in the narration field. It is useful for future verification.
Do not raise an invoice on the back date. It is reflected in invoice serial numbers.
how to set sales invoice number in tally erp 9 automatically
> In the Gateway of Tally click onAccounts Info. > click on Voucher Types > click on Alter > select voucher type i.e Sales (If you create a sub-sale voucher, select regular use voucher type) then press enter
> Now you can view Voucher Type Alteration.
> In this window change: Method of voucher numbering to Automatic > Use Advance Configuration Set to Yes, then press enter.
In the voucher type Alteration window changes as per your requirement.
Important Note: Don't change the previous financial year's information. Just add the current financial year information. Visit the following image for more infomation.
how to change invoice no in tally for the new financial year,
Q1) I want the Invoice number Format as "A4T/0001/21-22" from 01.04.2021
Answer)
Starting Number: 1
Width of Numerical Part: 4
Prefill with Zero: Set Yes
Restart Numbering
Applicable From: 01.04.2021
Starting Number: 1
Particular: Yearly (Effected from 01.04.2021 TO 31.03.2022)
In this tutorial, we will explain how to know daybook transactions in tally.
From Gateway of Tally, Click DD to know Daybook transactions.
DD: Day Book (Tally Shortcut Key for Daybook)
To know day transactions for a particular date.
Tip1: Click on F2: Date - Enter the particular date. Tip2: Click on ALT+F2: Period - Enter a particular period. Tip3: Click on F4:Change Voucher: To filter voucher Type Eg: If you want only a sale voucher then select Sales etc.,
Tip4: Click on ALT+F1: Detailed to Know detailed ledger details.
how to set Delivery Note Number in tally erp 9 manual
You can customize your delivery note number using the options available in the Voucher Type Alteration screen
In this tutorial, we will explain how to enter manual delivery numbers in tally. follow the below important points before change to the Manual option.
Maybe there is a chance to enter duplicate delivery note numbers when generating Delivery note in tally. Please check regularly.
Keep the Delivery Note sequence number with the Delivery Note date.
Use just simple format for Delivery Note Numbering Eg: DC001/20-21 or DC1001/21 or DC001/2021 etc. (Do not Enter large invoice No: DC0003/GST/VPT/2020-21 OR SKPVT/DC0008/2020-21 etc...)
Do not issue duplicate delivery note numbers.
If you want to issue the same Delivery Note numbers, just add A or -1 or /1, etc., in the Delivery Note numbers (Eg: DC001A/20-21, etc). Please do not issue the same Delivery Note numbers.
Let's start the configuration.
> In the Gateway of Tally click on Inventory Info.
> click on Voucher Types
> click on Alter
> Enter voucher type i.e Delivery Note
> Now you can view Voucher Type Alteration.
> In this window change:Method of voucher numbering to Manual
> Do not change any other options.
> Press CTRL+A to save the change.
questions and answers for a manual Delivery Note number in tally
1) can we change Delivery Note numbers in the existing Delivery Note in tally
A) Yes, you can change.
STEP 1: Open required Delivery Note.
STEP 2: In the top left, enter the invoice number then save the invoice.
how to set sales invoice number in tally erp 9 manual
In this tutorial, we will explain how to enter manual sale invoice numbers in tally. Use this tip very carefully and follow the below important points.
Maybe there is a chance to enter duplicate invoice numbers when generating invoices in tally. Please check regularly.
If the buyer submitted GST returns, please do not change the Invoice number.
Keep the invoice sequence number with the invoice date.
Use just simple format for Invoice Numbering Eg: 001/20-21 or 1001/21 or 001/2021 etc. (Do not Enter large invoice No: 0003/GST/VPT/2020-21 OR SKPVT/0008/2020-21 etc...)
Do not issue duplicate invoice numbers.
If you want to issue the same invoice numbers, just add A or -1 or /1 etc., in the invoice numbers (Eg: 001A/20-21 etc). Please do not issue same invoice numbers.
Let's start the configuration.
> In the Gateway of Tally click onInventory Info. > click on Voucher Types > click on Alter > Enter voucher type i.e Sales (If you create a sub-sale voucher, select regular use voucher type) then press enter
> Now you can view Voucher Type Alteration. > In this window change: Method of voucher numbering to Manual Do not change any other options
> Press CTRL+A to save the change.
questions and answers for manual invoice number in tally
1) can we change invoice numbers in the existing invoice in tally A) Yes, you can change. But do not change, if you are already filled GST return in a particular month. STEP 1: Open required sale invoice. STEP 2: In the top left, enter the invoice number then save the invoice.
2) TSS required for manual invoice numbering in tally ? A) Not required any TSS
In your regular business, you need to give a discount to the buyer on the sale of goods. May this discount is more satisfactory to the buyer and get more orders from buyers.
Tally allows you to add a discount column in the tally invoice. You can give stock item wise discount in the tally invoice.
item wise discount in tally erp 9
Eg: HP LAPTOP MRP Price is Rs.35,000 (Exclusive of GST), But the actual or offer sale price is Rs.26,500. In tally invoice Just enter the regular price of Rs.35,000 and mention a discount of 25% on the discount column. The final price comes as Rs.26500.
If you have mention discounted percentage column, the buyer will satisfy because the buyer gets discounted price. and they thought to save money for the purchase of goods from you.
In all corporate companies or e-commerce sites use this tip. This discount trick attracts buyers to purchase more items from your company.
inventory features in tally
> In the Gateway of Tally click on F11: Features from the bottom right-side panel
> Click on Inventory Features
Use separate discount column in invoices
> In this window, Use a separate discount column in invoices: change to Yes
> Press CTRL+A to save the change. > In the sale invoice, when you selecting stock items tally asks for a discount percentage. In this discount column, enter the discount percentage then save the invoice.
> Now tally shows additional column i.e: discount column in your sale invoice.
Note: In all the Tally GST Returns statements (GSTR-1, GSTR-3B etc), tally calculates after discounted values only.
questions and answers for a discount column in tally
1) can we add a discount column in the existing invoice in tally?
A) Yes, you can add a discount column to the existing invoice. But don't add a discount, if you are already filled GST return in a particular month.
STEP 1: Use separate discount column in invoices: change to Yes (Use above steps)
STEP 2: Open required sale invoice.
STEP 3: In the discount, column enter the discount for each stock item then save the invoice.
2) How can see the discount column in the printed tally invoice.
A) If you can't see the discount column in the printed invoice, do the following steps
> From Gateway of Tally click onF12: Configure
> Click on Printing
> Click on Sales Transactions
> Click on Sales Invoice
> In the Invoice Printing Configuration window "Print discount column" change to Yes
> Press CTRL+A to save changes
3) How can Hide a discount column in the printed tally invoice.
A) Do the following steps
> From Gateway of Tally click on F12: Configure
> Click on Printing
> Click on Sales Transactions
> Click on Sales Invoice
> In the Invoice Printing Configuration window "Print discount column" change to No
> Press CTRL+A to save changes
4) can we change the discount percentage in the existing invoice in tally?
A) Yes, you can change the discount percentage in the existing invoice. But don't do this change, if you are already filled GST return in a particular month.
STEP 1: Open required sale invoice.
STEP 2: In the discount column change the discount percentage for each stock item then save the invoice.
5) TSS required discount column in tally?
A) No, By default tally allows discount column in tally. TSS not required
In this tutorial, we will explain how to add box/marking numbers in tally when entering an invoice.
Use this tip if you have add packing details ie (Box numbers) in your invoice. This information is helpful when verification physical stock for suppliers and buyers.
> Open sale invoice
> From the Bottom Right side panel, click on Configure button
> Tally opens a new window. Click on the Advanced button from the Bottom Right side panel.
how to add box/marking numbers in tally invoice
> Provide marks and numbers/container no: Change to Yes
Press CTRL+A & CTRL+A to save the change.
Now, the tally shows an additional option (i.e: Marks) when entering stock items in the tally invoice.
In the Mark box, Enter box number ( Eg: Box No:1/Box No:2 etc.,) as per packing list.
In the same way, enter remaining Box numbers when entering stock items in tally and save the invoice.
In the printed invoice, the tally shows an additional column (Marks & Nos/Container No). You can verify physical stock with the Marking Numbers. This tip saves time for the supplier as well as the buyer.
Hope this information was useful for you. Just comment/say thanks if you are satisfied.
If you want to add more information to the invoice in the tally, you must enable the supplementary details option.
In this tutorial, we will explain how to enable supplementary details in tally when entering an invoice.
Use this tip if you have purchase order number / BL Details / Shipping address / Motor Vehicle No / DC details etc., else skip the supplementary details option.
> Open sale invoice
> From the Bottom Right side panel, click on Configure button
> Enable supplementary details: Change to Yes
enable supplementary details in tally invoice configuration
Press CTRL+A to save change.
Now, the tally shows the following window after selecting the party ledger when entering the sale invoice.
enable supplementary details in tally invoice
In this window, you can enter more information for a better understanding of the buyer.
Note: If you don't want to enter any information, just press CTAL+A to save time.
Hope this information was useful for you. Just comment/say thanks if you are satisfied.
