Sales of Goods and Services in TallyPrime

When you generate your invoices – like vouchers, purchase vouchers, delivery or receipt notes, , Sales of Goods and Services in TallyPrime, and so on – you will need to hand over the customer copy of such invoices to your party as needed. Similarly, you may have to submit a hard copy of your Balance Sheet or other financial reports to your peers, auditors, and CA. Printing documents related to your day-to-day transactions can be managed using the Printing capabilities in TallyPrime.

Print simple and commercial invoice formats: You can print your invoices in simple or commercial formats depending on your business practices. Based on your selection, TallyPrime displays the applicable information for you to further include or exclude from the invoice and automatically takes care of the changes required in the invoice layout before printing.

Optimized printing: Printing several invoices each day can be costly. In TallyPrime, you can configure the printing of your invoices – such as sales and purchases – to use optimized printing and save paper.

Print Reminder letters/Confirmation of Accounts: Whether you have to collect the dues or need to share a confirmation of accounts with your parties, TallyPrime enables you to print them with all the necessary information.

Print Company details: When you print any business document, you will need to have the company information on the printed document for reference. Whether it is your invoices or financial reports, having details such as Company Address, contact details, company logo, and so on, printed on the document is important. TallyPrime facilitates all such needs to assist you.

Ease of printing with Printer Settings: Whether it is your invoices, reports, or reminder letters, printing in TallyPrime has always been simple. You can choose the default printer or change/configure the printer setup, select the print format, and paper type, and specify the number of copies, and page range to print – the way you would generally want in your business. You can also set preview as the default to not only ensure that you have included all the necessary information for printing but also to avoid printing documents by mistake.

Invoice Formats for Printing | Simple & Commercial

When you make a sale or a purchase, you may need to have a printed copy of the invoice, based on the business type or the party’s requirement, TallyPrime supports printing invoices in pre-printed formats by default. You can configure the options to print such invoices in a commercial format and customize them as needed.

To print a sales invoice in commercial format:

• Press Ctrl+P (Print) > C (Configure) > set Use Commercial Invoice format to Yes.

Optimized Printing of Invoices | Save Paper While Printing

By default, TallyPrime prints invoices on A4-size papers. In certain cases, your transaction may involve only a few items and can be printed in less paper space. In such cases, you can reduce the print size for your invoice and use papers of only the required size for printing. To know how to optimize the printing of invoices, refer to the:

• Use less paper space to print Sales invoices
• Use less paper space to print Purchase invoices

Printer Settings | Easy Access to Print-Related Options

Printing invoices and reports for different business needs is quite common. TallyPrime supports different print requirements, such as printing multiple invoice copies, printing on a specific paper type, or using a specific print format. You have the flexibility to set up certain print configurations at the application level for all the documents or set up print configurations for selected invoices and reports when needed.

If you prefer to preview your documents before printing them, you can do a one-time configuration to always open the preview screen by default. This not only helps you verify if your invoice or report has all the required information to be printed, but also avoids the risk of printing unwanted pages, especially if you hit Enter unknowingly from the print screen.

In this section

• Set print configurations across the application
• Set preview as default| preview before printing
• Access frequently used print options

Set print configurations across applications

Press Alt+P (Print) > Configuration > Set all the required configurations as needed.

Example:

• To preview every time you print an invoice or report, Set Preview as default: Yes.
• Similarly, to specify the number of invoice copies for different invoice types
  • Select Set No. of copies for printing vouchers and press Enter.
  • Enter the numbers for each invoice type as needed.
    

You can set other common configurations as in the sample image:

Note that you can still override the configuration set here by setting up the print configuration for any invoice or report, as per the needs.

Set preview as default | Preview before printing

When you need to print an invoice, you might want to verify if all the required information is available for printing. At times, you may unknowingly print pages from a report or invoice that need not be printed. To support such requirements, TallyPrime provides an option to set previewing of invoices and reports by default.

1. Set the option Set Preview as default to Yes.
   Next time you open the print screen, the Preview button is selected by default, You can still print by pressing P (Print).
2. Press Enter to open the print preview of the screen.
   
3. Once you have previewed, press Esc > P (Print) to print the document.
   You can still preview by pressing I (Preview).

Access frequently used print options

Printing invoices and reports is simple in TallyPrime as the frequently used options are accessible immediately from the right button bar.

When you are on the print screen, you can:

• Press F5 (No. of Copies) to set the number of copies to be printed.
• Press F6 (Printer) to change/configure the printer setup.
• Press F7 (Title) to update the title and sub-title of the document.
• Press Alt+F7 (Company Details) to configure the Company Details to be printed.
• Press F8 (Print Format) to select the print formats – Dot matrix, Neat mode, or Quick/Draft format
• Press F9 (Plain Paper) to toggle between Pre-Printed Paper and Plain Paper.
• Press F10 (Pages to Print) to specify the page numbers and page range for printing.
  
  All of these options are also available under F12 (Configure) > Printer Settings.

Select Page/Paper Size and Set/Change Print Size While Printing Invoices and Reports

For all your printing needs, you can set a standard page/paper size.

• Configure Paper Size and Print Size
• Print the required number of Invoice copies

Configure Paper Size and Print Size

1. Navigate to the Company’s Default or Invoice/Reports Printer settings, as required.
   • For the Company’s Default Printer settings:
     Press Alt+P (Print) > Configuration > Printer.
     
   • For Printer settings of Invoice or Report:
     Press Alt+P (Print) > Current > press C (Configure) > Printer.
     
2. Select the Printer Name from the List of Printers.
   
3. Select the required Paper Size as shown below.
   
4. Click OK.

Print the required number of Invoice copies

As per your invoice printing requirements, you can print one or more copies of the invoice or GST invoices.

1. On the print screen, press F5 (No. of Copies).
2. Select the Type of Copy.

If you want to print only one type of copy – Original/Duplicate/Triplicate/Quadruplicate/Extra Copy, set the Number of copies to 1, and select the required Type of Copy.

Scenario	Number of Copies	Type of Copy	Invoice Copies
GST is enabled	2	All	The printed invoices will be marked as ORIGINAL FOR RECIPIENT and DUPLICATE FOR SUPPLIER.
	3	All	The printed invoices will be marked as ORIGINAL FOR RECIPIENT, DUPLICATE FOR SUPPLIER, and EXTRA COPY.
GST is not enabled	2	All	The printed invoices will be marked as Original and Duplicate.
	3	All	The printed invoices will be marked as Original, Duplicate, and Triplicate.
	4	All	The printed invoices will be marked as Original, Duplicate, Triplicate, and Quadruplicate.
	5 or more	All	The printed invoices will be marked as Original, Duplicate, Triplicate, Quadruplicate, and Extra Copy.

 

Company Details | Print Company Logo and Company Address

 

• Print company logo. 
  Press Alt+P (Print) > Configuration > and under Company Details, set Include company logo to Yes.
  
• Print the Company Name, Company Address, and other details.
  • Press Alt+P (Print) > Configuration > and set the Company Name and Company Address options to Yes.
  • If you want to set up printing company details like Name and Address for selected invoices or reports, you do not have to set the application-level configuration.
    • Press Ctrl+P (Print) > Alt+F7 (Company Details) > Set Show Company Name and Show Company Address to Yes.
      This button is available in the right button bar of the Print screen.
      
    • Press Ctrl+P (Print) > C (Configure) > under Company Details, set Show Company Name and Show Company Address to Yes.

Print Invoice and Report Titles/Subtitles

Printing titles on invoices and reports is a general practice.

To update the default title of the invoice or report:

1. Open the Header Information sub-screen :
   • Press Ctrl+P (Print) > F7 (Title).
   • Press Ctrl+P (Print) > C (Configure) > and under Header Information, select Title or Subtitle.
2. Provide the required title for the document and save it.
   

Print Multiple Addresses in Reports and Invoices

After creating multiple addresses for the company and creating multiple addresses for each party you have the flexibility to choose the address that you want to print on reports and invoices.

In this section

• Print Reports with Company Address
• Print Invoices with Party Address

Print Reports with Company Address

To print the company address on the report, follow the steps below:

 

1. Click Show More from the List of Configurations, as shown below:
   
2. Under Company Details, press Enter on Type of Address.
   
3. Select the Type of Address from the List of Address Types, as shown below:
   
4. Press Ctrl+A to save the configuration and click Print.

Print Invoices with Party Address

To print the party address on the invoice, follow the steps below:

1. Press Ctrl+P > Configure.
2. Click Show More from the List of Configurations, as shown below:
   
3. Under Party Details.
   
   Press Ctrl+A to save the configuration and click Print.
   
   

Print Reminder Letters/Confirmation of Accounts

To receive the due amounts on time, you can print reminder letters to send to your parties. . To know how to print reminder letters and confirmation of accounts, refer to:

• Print Reminder Letters/Confirmation of Accounts

Printing Multi-Account Reports

Refer to the Printing Multi-Account Reportstopic to know more.