Follow these simple steps to create a purchase bill:
Step 1: Dashboard.
: Go to the “Dashboard” and click “Explore Now” under Data Entry Automation.
: Navigate to the Transaction Menu.
Step 3: Create Bill.
- Click the Purchase Tab and then select Create Bill.
- Choose between Purchase or Purchase Return.
Step 4: Invoice Details
: indicates the document type.
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.
