Problem Overview

Many businesses require their invoices to go beyond standard templates. They need to reflect unique branding, include specific business details, or follow a particular layout that isn't met by TallyPrime's default settings. This can lead to generic-looking bills, missing critical information, or a less professional image.

Solution

TallyPrime offers robust features to customize your invoices, ensuring they align with your business needs. Here's how you can tailor your invoices:

  1. Access Print Configuration: After creating or viewing a sales voucher (e.g., a Sales Invoice), press Ctrl + P to navigate to the Print screen.
  2. Configure Invoice Settings: On the Print screen, click on Configure (F12) or simply press F12. This opens a detailed configuration menu.
  3. General Invoice Customization: Here, you'll find numerous options to modify the appearance and content of your invoice. Some common adjustments include:
    • Show Company Logo: Enable this to display your company's logo on the invoice. (Ensure your logo is configured in Company Features F11).
    • Show Bank Details: Include your company's bank account information for payment.
    • Show Terms of Delivery: Add details about delivery terms and conditions.
    • Show Party's GSTIN/PAN: Ensure the recipient's tax identification number is printed.
    • Show Item-wise GST Details: Display the GST rate and amount for each item separately.
    • Select No. of Copies: Choose the number and type of copies to print (e.g., Original for Recipient, Duplicate for Transporter, Triplicate for Assessee).
    • Invoice Format: Select between 'Simple', 'Detailed', or other available layouts based on your business requirements and enabled features.
    • Other Details: Explore options like showing MRP, batch details, actual and billed quantities, narration, contact details, and more, as per your operational needs.
  4. Save Configuration: After making your desired changes, press Ctrl+A or Enter to accept and save the settings. You will be returned to the Print screen.
  5. Preview and Print: You can now click Preview (I) to see how your customized invoice will look, then proceed to Print (P).
  6. Company Features (F11): Also, ensure that relevant features in Gateway of Tally > F11 (Features), such as 'Enable GST' and 'Enable Bill-wise details', are active as they influence the data available for printing.

By utilizing these F12 configuration options, you can significantly enhance the professionalism and utility of your TallyPrime invoices.

Conclusion

Customizing invoices in TallyPrime empowers businesses to present a professional brand image and ensure all essential information is clearly communicated. While TallyPrime offers extensive built-in configuration, for highly specialized layouts or complex data integration, advanced TDL (Tally Definition Language) customization might be required. For seamless management, further automation of such processes, and to unlock even more potential from your Tally data, tools like Behold can significantly enhance your Tally experience.