Learn how to Change the Invoice Format in Tally

Tally Prime is a one-stop business management tool that meets all your business requirements. Be it accounting and invoicing, inventory management or cash flow management, Tally Prime streamlines all business processes, improving its overall efficiency. With simplified computations, it keeps comprehensive records of all company transactions.

Known for its versatility and user-friendliness, Tally Prime is utilised and preferred by many. Among its myriad services, Tally Prime’s accounting vouchers and invoice customisation process are mostly used by business owners since it makes their brand stand out.

Thus, if you are stuck on how to change the invoice format in Tally, then you are in the right place. This detailed overview discusses the entire step-by-step process for sales invoice customisation on Tally Prime.

Why Is Invoice Customisation Important?

The primary reason behind normal invoices or simple invoice customisation is to fit the precise needs of the organisation. Before diving into the process, it is important to understand the perks of it. Look at some of the benefits of tailoring your sales invoices:

• You can add or delete fields as per the requirements of users.
• Tally Prime allows you to adjust the invoice size to save up the printing cost.
• You can also use normal invoices or simple invoices as a marketing tool to promote your brand. Business owners can utilise Tally Prime to print company logos, brand images, watermarks, taglines or more.

Steps to Customise Invoices on Tally Prime

Tally Prime covers all the requirements of invoice printing. Here's how to access them:

Access the Invoice Customization Feature

Step 1: Log in to Tally Prime with administrative privileges.

Step 2: Go to the ‘Gateway of Tally’. From there, click on ‘Features’ under ‘F11: Company Features’ and then select ‘Accounting Features’.

Enabling Invoice Customization

Step 3: Under ‘Accounting Features’, find ‘Print Company Logo'. Ensure to enable this option by opting for ‘Yes’.

Step 4: Then, take a U-turn to the 'Gateway of Tally' and navigate to 'Accounts Info', then 'Alter'.

Customising Invoice Format

Step 5: Once you click on ‘Alter’, you will find a variety of predefined invoice formats for commercial invoice printing. Most businesses use this standard invoice format. You can customise these default invoice formats or create a new one from scratch to meet your business needs.

Adding or Modifying Fields

Step 6: In the invoice format customization menu, you can add or remove additional fields on the default option based on your business needs, such as tax details, services details, company details, billing details, accounting details, bank details or company-specific terms and conditions.

Please note: you can also alter the arrangement of these fields to compile a unique invoice layout according to your own requirements.

Incorporating Your Branding

Step 7: For a marketing touch, do not forget to incorporate your company logo in the appropriate size and format. Select fonts that align with your brand's image. Consider introducing a personalised colour palette to add a unique touch.

Preview and Adjust

Step 8: Once the design is done, a thorough preview is necessary. Thus, minutely inspect for issues such as misalignments, inconsistencies in font sizes or any other aspects that may affect the overall visual presentation.

Save and Implement

Step 9: After completing the invoice design, remember to save the modified format. The newly created format of invoice will be automatically applied to all future invoices.

In addition to invoice customisation, Tally Prime offers the flexibility to manage multiple invoice formats. This surely is an advantage if you have a diverse client base.

A designer invoice lets your creativity run wild. Remember, your invoice is not just a bill. It reflects your brand and can leave a lasting impression on your clients. To adapt to changing market conditions, users must reassess and update their invoice format in Tally Prime. Regularly revisiting and refining your invoice layout not only helps maintain a professional image but also reflects your commitment to staying relevant and responsive to your clients’ needs.

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Conclusion

Hopefully, this detailed step-by-step guide on how to change the invoice format in Tally Prime has met your needs. Default Sales invoices are the representation of your brand’s professional outlook. Modifying them as per your brand’s strategies, market trends and consumer needs is crucial to gain a competitive edge.

This not only lets you stay one step ahead of your competitors but also gives a never-lasting optimistic impression of your brand.

💡If you want to streamline your payment and make GST payments, consider using the PICE App. Explore the PICE App today and take your export business to new heights.

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