customising invoice in Tally

There are different billing techniques in any business, in this case we have considered 4 different scenarios, where

Invoices needs different settings for different kind of Industries

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Customising invoice in Tally

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1) Service billing
a) Simple Billing
b) Detailed Billing
2) Item Billing
a) Simple Billing
b) Detailed Billing
we have considered and displayed how this is tackled in tally.
Case 1 ) Service billing – Simple:-

Voucher create 560x322

Now we need to create the service tax ledger

Let us create a service tax ledger as shown below, we go to accounts -> ledger->create and type service tax. There is an option of typing service tax@12%, Education cess@2% and sec education cess@1%. However instead of creating 3 different ledgers for service tax we can create only one ledger with the service tax being categorised under “Any” so that the service tax calculation is done automatically.

Service Tax ledger 560x527

Now a regular sales voucher is made for a car wash invoice as shown below:-

Sales simple service1 560x281

here car wash -SUV has been created as a ledger with service tax applicability and the other ledger of service tax is used as shown.

press Ctrl-A and then ALT P for printing then Press F12 to change the config

( note the print in simple format is set to YES)

car washing F12 cnfig 560x440

The bill is generated as :-

Bill Car wash

now we will take up the second scenario where we have to print a relatively more complex bill as the service also needs the details of the person who is purhcasing

1 b) Service and Detailed Billing

we first create the voucher type by going to the Accounts-Voucher type–> Creation, select the config as shown below for automatic numbering

consultancy voucher creation

Now we go to V–>F8 and then select the consultancy fee voucher

Consultancy invoice

For printing the bills –

ALT-P and then Press F12

Now we will need to just alternate the print in simple/regular format while taking the print outs.  in this case since we need a detailed format, we will go to F12 config and then choose to print as simple format as NO

consultancy config 560x446

Press Ctrl-A to take a print of the bill as :-

consultancy bill 560x504

Now let us make different bills for an item, let us say an item being sold to a buyer.

There are two cases of billing let us say a simple product is to be billed without having the details of the buyers and the other case would be where we need to print the details of the buyer as well because it’s not something like a cash sales but a bigger value sale.

Case 2 a):- selling a simple product such as a mouse sale over the counter

Gateway of tally press V–>F8,Choose sales , fill in the invoice and then

sales voucher mouse 560x504

press ALT-P for printing then before printing press F12

Config item simple 560x443

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Now we get the bill generated,as :-

Bill item simple 560x481

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Now let us take the case 2, where the billing is more complex as the item is more expensive or we need to track of the customers.
Case 2b) Item with detailed billing :-
Similarly go to Accounting vouchers and then press F8 , in this case the purchaser is a bulk purchaser where he is buying a Xerox Machine. Here we would want to give a detailed report of the bill so we cannot print the same simple formatted bill. Here we would put it as a regular bill. By keeping Print as simple format to NO.

the voucher is made as :-

voucher config

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the print config is set as above:-

the suppliers ref no and other ref will be there so we have the option of writing NA or not applicable or leaving it blank

or else you can switch it off as:-

voucher ref no item detailed 560x570

the sales invoice bill is prepared as :-

item detailed bill 560x569

this way we have different ways of billing through Tally, one has to simply change the F12 config to set the Billing details.

 

 

Latest Comments
  1. microqatar October 20, 2012
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