How to Create a Sales Voucher in TallyPrime: 8 Easy Steps

Jan 6, 2024

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by

Rishit Shah

in Beginner

Here are the steps on how to create a sales voucher in TallyPrime:

Table of Contents

1. Access the Sales Voucher:

Option 1: Navigate to Gateway of Tally > Accounting Vouchers > press F8 (Sales).
Option 2: Use the shortcut Alt+G (Go To) > Create Voucher > press F8 (Sales).

2. Choose Voucher Mode:

Item Invoice Mode: Ideal for recording sales of goods or stock items with details like quantity and rate.
As Voucher Mode: Used for recording sales transactions in a traditional double-entry format.
Press Ctrl+H (Change Mode) to switch between modes.

3. Enter Voucher Details:

Date: Enter the date of the sale.
Voucher Type: Select “Sales” (usually the default).
Reference Number: Enter a reference number for easy tracking (optional).

4. Select Party Ledger:

For cash sales: Select “Cash” or the relevant bank account.
For credit sales: Select the name of the customer’s ledger account.

5. Enter Sales Details:

Item Invoice Mode:

Name of Item: Select the stock item sold.
Quantity: Enter the quantity sold.
Rate: Enter the unit selling price.

TallyPrime will automatically calculate the amount.

As Voucher Mode:

Debit: Select “Cash” or the customer’s ledger account.
Credit: Select the sales ledger account.
Enter the total sales amount.

Optionally, allocate items by pressing Alt+C.

6. Add Additional Ledgers (if applicable):

Taxes: Select applicable tax ledgers (e.g., GST, VAT) and enter the tax amounts.
Discounts: Select the discount ledger and enter the discount amount.
Freight: Select the freight ledger and enter the transportation charges.

7. Enter Narration (optional):

Provide a brief description of the sale for reference.

8. Save:

Press Ctrl+A to save the sales voucher.

Key Points to Consider while Creating a Sales Entry in TallyPrime:

Choose the appropriate voucher mode based on the nature of the sale.
Ensure accuracy in item details, quantities, and rates.
Correctly allocate taxes and other charges.
Use narrations for better tracking and reference.
Regularly reconcile sales vouchers with bank statements and customer accounts.