Configuring Sales Vouchers in TallyPrime: 4 Easy Steps + Example

TallyPrime allows you to customize various aspects of sales vouchers to suit your specific business needs.

By using the F12 configuration option, you can modify fields, add custom fields, and change the overall layout of sales vouchers.

1. Key Configuration Areas for Sales Vouchers in TallyPrime:

1. Voucher Type Settings:

• Default Account: Set the default account to be used for sales transactions.
• Default Godown: Specify the default godown for outgoing goods.
• Narration: Make the narration field mandatory or optional.
• Other Settings: Configure other options like rounding rules, default tax rates, etc.

2. Bill-wise Details:

• Fields: Add or remove fields in the bill-wise details section (e.g., order number, delivery date).
• Layout: Rearrange the order of fields or create custom layouts.

3. Print Settings:

• Header and Footer: Customize the header and footer of the printed invoice.
• Logo: Add your company logo to the invoice.
• Layout: Modify the overall layout of the printed invoice.

4. Statutory Details:

Configure settings related to taxes, excise duty, and other statutory requirements.

2. Example: Customizing Sales Voucher in TallyPrime

Let’s say you want to add a “Customer Reference Number” field to your sales invoices and change the default account for sales.

1. Go to Gateway of Tally > Vouchers > Press F8 (Sales).
2. Press F12 (Configure).
3. Under Bill-wise Details, click Add to add a new field.
4. Name the field “Customer Reference Number”.
5. Set the data type as “Text”.
6. Under Voucher Type Settings, change the default account to “Sales Revenue”.
7. Save the changes.

Now, when you create a new sales invoice, you’ll see the “Customer Reference Number” field, and the default account will be set to “Sales Revenue”.

3. Additional Tips for Configuring Sales Vouchers in TallyPrime:

1. Explore All Options:

The F12 configuration provides numerous options to customize sales vouchers.

Experiment with different settings to find the best configuration for your business.

2. Test Changes:

Create a test voucher to ensure that your changes are working as expected before using them in your live transactions.

3. Consider User Roles:

If you have multiple users with different roles, you can configure different voucher settings for each user to restrict access or customize their workflow.

By effectively using F12 configuration, you can tailor sales vouchers in TallyPrime to your specific business needs, improving efficiency and accuracy.