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

1. Open Tally and select your Company.
2. Press Alt + G (Go To).
3. Type "Sales Voucher" and press Enter.
4. Alternatively, go to Gateway of Tally → Vouchers → Sales.
5. Press Ctrl + I or click "Create".

4. Step 2: Enter Customer Details

1. In the "Party Name" field, select the customer.
2. Enter the Invoice Number (auto-generated or manual).
3. Enter the Invoice Date.
4. Select the Sales Ledger (e.g., "Sales - Local").
5. Enter Delivery Note details if required.

5. Step 3: Add Item Details

1. In the "Name" field, select the item/product.
2. Enter the Quantity.
3. Enter the Rate.
4. Tally will automatically calculate the Amount.
5. Add multiple items if needed.

6. Step 4: Apply GST

1. After adding items, scroll down to the "Tax Details" section.
2. Select "GST" from the tax dropdown.
3. Enter the GST rate (e.g., 18%).
4. Tally will automatically calculate CGST and SGST.
5. For inter-state sales, IGST will be applied.

7. Step 5: Save and Print Invoice

1. Review the invoice for accuracy.
2. Press Enter to accept.
3. Press Ctrl + S to save.
4. To print, press Ctrl + P.
5. Select the printer and print.

8. Frequently Asked Questions