How to Create an Invoice in Tally? - Complete Step-by-Step Guide
Last Updated: August 19, 2026 | Reading Time: 10 minutes
Welcome to the most comprehensive guide on "How to Create an Invoice in Tally?" - an essential skill for every accountant.
1. Introduction to Invoicing in Tally
An invoice is a commercial document that lists the products or services provided to a customer. Tally makes invoicing quick and professional.
Tally supports GST-compliant invoicing with automatic tax calculations.
2. Prerequisites
- ✅ Tally software installed
- ✅ Company created in Tally
- ✅ GST registration (if required)
- ✅ Item/Product list created
- ✅ Customer list created
3. Step 1: Open Sales Voucher
- Open Tally and select your Company.
- Press Alt + G (Go To).
- Type "Sales Voucher" and press Enter.
- Alternatively, go to Gateway of Tally → Vouchers → Sales.
- Press Ctrl + I or click "Create".
4. Step 2: Enter Customer Details
- In the "Party Name" field, select the customer.
- Enter the Invoice Number (auto-generated or manual).
- Enter the Invoice Date.
- Select the Sales Ledger (e.g., "Sales - Local").
- Enter Delivery Note details if required.
5. Step 3: Add Item Details
- In the "Name" field, select the item/product.
- Enter the Quantity.
- Enter the Rate.
- Tally will automatically calculate the Amount.
- Add multiple items if needed.
💡 Pro Tip: Use F12 to configure invoice settings like tax details, discounts, and shipping.
6. Step 4: Apply GST
- After adding items, scroll down to the "Tax Details" section.
- Select "GST" from the tax dropdown.
- Enter the GST rate (e.g., 18%).
- Tally will automatically calculate CGST and SGST.
- For inter-state sales, IGST will be applied.
⚠️ Note: Ensure GST settings are correctly configured in Tally for automatic tax calculation.
7. Step 5: Save and Print Invoice
- Review the invoice for accuracy.
- Press Enter to accept.
- Press Ctrl + S to save.
- To print, press Ctrl + P.
- Select the printer and print.
8. Frequently Asked Questions
❓ How to create an invoice in Tally?
Go to Gateway of Tally → Vouchers → Sales → Enter customer, item details, and tax → Save.
❓ How to add GST in Tally invoice?
In the tax details section, select GST and enter the rate. Tally will calculate CGST/SGST automatically.
❓ How to print an invoice in Tally?
After saving, press Ctrl + P to print the invoice.
