Print Bank Details on Sales Invoices in TallyPrime: 6 Easy Steps

1. Understanding Bank Details in TallyPrime

Printing bank details on sales invoices can be helpful for customers to make payments efficiently.

In TallyPrime, you can configure the invoice layout to include your bank account information.

2. Steps to Print Bank Details in TallyPrime:

1. Go to Voucher Types:

Go to Gateway of Tally > Alt+F1 (Voucher Type).

2. Select Sales Invoice:

Choose the “Sales Invoice” voucher type.

Configure Invoice Layout:

Press Alt+F12 (Configure) to customize the invoice layout.

3. Add Bank Details Field:

• In the Invoice Body section, click Add to add a new field.
• Name the field “Bank Details” or a similar name.
• Set the data type to “Text”.

4. Customize the Field:

You can further customize the field’s appearance, such as font size, alignment, and formatting.

5. Place the Field:

Drag and drop the “Bank Details” field to the desired location on the invoice layout.

6. Enter Bank Details:

When creating a sales invoice, enter your bank account details in the newly created field.

3. Example of Printing Bank Details on Sales Invoices in TallyPrime:

Let’s say you want to add your bank account number and IFSC code to the bottom of your sales invoices.

1. Go to Gateway of Tally and press Alt+F1.
2. Select the “Sales Invoice” voucher type.
3. Press Alt+F12 to configure the layout.
4. Add a new field named “Bank Details”.
5. Place the field at the bottom of the invoice.
6. When creating a sales invoice, enter your bank account number and IFSC code in the “Bank Details” field.

4. Additional Tips:

• Formatting: You can format the bank details field to make it more readable.
• Branding: Incorporate your company’s branding elements, such as logo and colors, into the invoice layout.
• Multiple Bank Accounts: If you have multiple bank accounts, you can create a dropdown list for the “Bank Details” field to allow users to select the appropriate account.

By following these steps, you can effectively print bank details on your sales invoices in TallyPrime, making it easier for customers to make payments and improving your overall business operations.