How to create a Sales Invoice in Tally ERP 9?

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When a sales transaction is made, a document detailing the transaction (item name, tax, etc) has to be given to the buyer or debtor as proof of purchase by him. This document is called Invoice or Bill or Cash Memo. Tally.ERP 9 provides the option of creating Invoices.

Invoice mode is of two types.  It may be:

  • An Account Invoice

  • An Item Invoice

Account Invoice

Sales Account Invoice is generally used by professionals such as doctors and consultants who require to issue an invoice for certain services provided such as consultancy charges, professional fees, etc.

Trading and manufacturing organizations also use the Account Invoice for invoicing service charges.

On the Sales entry screen, click on Acct Invoice button, which is displayed on the Button Bar on the right-hand side of the screen to display the Sales Account Invoice screen as shown.

Pass a Sales Account Invoice for Service provided to Debtor B:

Creating_a_Sales_Invoice_1

Tally.ERP’s Account Invoice mode displays the list of ledger accounts, which can be invoiced as required. This is unlike Item Invoice where Tally.ERP 9 displays the list of stock items.

Item Invoice

Invoicing is generally used for sale of stock where the details of the items sold are listed. Selecting the Item Invoice allows you to select the stock items that need to be invoiced. Trading and manufacturing organizations commonly use this format.

On the Sales invoice screen, click on the button Item Invoice, which is displayed on the Button Bar on the right side of the screen and the Sales Item Invoice appears as shown below:

Pass a Sales Invoice against sale of Item A – 50 Nos. @ Rs. 15/= per quantity to Debtor C:

Creating_a_Sales_Invoice_2

Tally.ERP’s Item Invoice mode displays the list of stock items, which can be invoiced as required.

How to create sale entry in Tally ERP 9

Special Keys for Voucher Narration Field

  • ALT+R: Recalls the Last narration saved for the first ledger in the voucher, irrespective of the voucher type.

  • CTRL+R: Recalls the Last narration saved for a specific voucher type, irrespective of the ledger.

Learn More: How to print sale Invoice in Tally ERP 9

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