Create Invoice for Purchase and Purchase-Return

Follow these simple steps to create a purchase bill:

Step 1: Dashboard.

• Click on Data Entry Automation -> Transaction -> Purchase/Purchase Return

Step 2: Create Bill.

• Click the Create Bill.
• Choose between Purchase or Purchase Return.

Step 3: Invoice Details

1. Item Invoice:

• Toggle between accounting invoice or item invoice based on your invoice.

A. Voucher Details Type: Choose transaction type (Purchase/Return)

• Invoice No.: Enter invoice number
• Date: Select purchase date
• Party & GST: Enter supplier name and GST
• Ledger: Choose purchase account

B. Item Details

• Sr. No., Item Name, Qty, Rate, Amount, Action: Fields to list and calculate item details.

C. Ledger Details:

• Sr. No., Ledger Name, Amount, Action: Fields for ledger entries.

2. Customer Details:

• Includes customer information such as name, phone, email, and address. Displays outstanding receivables, credit terms, and recent related invoices.

Configuration Options

- Use the Configuration Window to select the fields displayed during voucher entry.

- such as Voucher Date, Supplier Invoice No., Item Narration, etc. Save the changes once done.

D. Tax, Narration, and Totals: Add taxes, notes, and final amounts.

E. Save the Bill:

• Click Save & Close to save and exit.
• Click Save & Sync to save and sync the bill directly with Tally.

If the transaction fails, check the tally.imp file in the Tally installation folder.
Fields marked with "*" are mandatory.

You may find this useful :

• How to Upload Purchase/Purchase Return Images & Pdf using OCR Learn more