Beginner

How to create Sales and Purchase Vouchers in Tally

Posted on by Rishit Shah
Sales and Purchase Vouchers in Tally
14
Mar

Creating Sales and Purchase vouchers in Tally is extremely easy and simple. They are often referred to as purchase entry in Tally and sales entry in Tally.

Every business requires sales as well as purchases to operate and function.

In Tally, creating sales and purchase vouchers is as simple as creating sales and purchase bills by hand.

You have to follow the same process which you followed while writing bills by hand. Nothing new to do.

It is just in a digital format.

In this post I’ll be explaining, how you can create a simple

  • Sales Voucher as Accounting Invoice
  • Purchase Voucher as Accounting Invoice

In this post I will be talking about passing entries as invoices only.

I have created another post for creating stock items using which you can pass sales and purchase entries which include items of stock.

For this post, I have limited the explanation to the invoice mode only for better and simple understanding.

The last thing I want to add before starting the explanation is that sales and purchase vouchers are 99% similar except that they are sales and purchase vouchers.

So let’s get into it.

Ledgers you need before Creating a Sales and a Purchase Voucher

Before you create a sales or purchase voucher, you need to create 2 ledgers. They are:

  • Sundry Debtor – The person to whom you are selling.
  • Sundry Creditor – The person from whom you are purchasing.
  • Sales Ledger – A Ledger for recording sales. It can even be used for differentiating sales like domestic or international.
  • Purchase Ledger – A ledger for recording purchases. Again, it can be used for differentiating purchases such as domestic or international

These ledgers are required to complete the entry whether it is purchase or sales.

Creating Sundry Debtor Ledger in Tally

Follow the below steps to create a ledger easily.

  • From Gateway of Tally, select Accounts Info.
  • Then select Ledgers
  • Under Single Ledger, select Create
  • Create ledger as I have explained below for Sundry Debtor and Sundry Creditor.

If you Need – Detailed understanding of creating ledgers in Tally.

I am creating a ledger named Amit under the head Sundry Debtors as shown in the picture.

Creating a Sundry Debtor Ledger in Tally
Creating a Sundry Debtor Ledger in Tally

Creating Sundry Creditor Ledger in Tally

Create a Sundry Creditor Ledger the same way as you’ve created the Sundry Debtors Ledger.

The name of the Sundry Creditor would be Rohan.

So, create a ledger named Rohan under the head Sundry Creditors as shown in the picture.

Creating a Sundry Creditor Ledger in Tally
Creating a Sundry Creditor Ledger in Tally

So, by now, you would have created above two ledgers.

If you are still confused about creating ledgers, take a look at the pictures and select the options exactly the same in the pictures.

Or go look at this post in which I have explained in detail about creating ledgers in Tally.

Creating Sales Ledger in Tally

Let’s create sales ledger named Domestic Sales under Sales Accounts.

Take a look at the picture below to see the exact options for creating Sales Ledger.

Creating Sales Ledger in Tally
Creating Sales Ledger in Tally

Creating Purchase Ledger in Tally

Let’s create sales ledger named Domestic Purchases under Purchase Accounts.

Again, take a look at the picture below to see the exact options for creating Sales Ledger.

Creating Purchase Ledger in Tally
Creating Purchase Ledger in Tally

We have created all the ledgers for passing a sales as well as a purchase entry.

This is the time for creating actual Sales and Purchase Vouchers in Tally since we have created all that which is required to create the vouchers.

Firstly, we will create a sales voucher and then we will jump off to create a purchase voucher.

Creating a Sales Voucher in Tally

As I have said earlier, it is very much easy to create a Sales Voucher in Tally.

Everybody in the business loves sales. Sales is the bloodline of any business.

Let’s see how you can create a Sales Voucher in Tally. Here are the exact steps.

  • From Gateway of Tally, go to Accounting Voucher.
  • From there select Sales from the right hand sidebar or simply press F8.
  • After selecting Sales, we have to pass Sales Entry. As we have already created the required ledgers, just pass the entry as shown in the picture below.
Creating Sales Entry in Tally
Creating a Sales Entry in Tally
  • We are passing the entry as Accounting Invoice and therefore there are no items. It is just for the sake of simplicity to understand Tally for new comers.
  • I have selected Domestic Sales as a Sales Ledger.
  • Basically, we are selling ₹15,000 worth of goods to Amit.
  • After you written the entry, press Enter to save it.
  • Congrats, you have successfully created a Sales Entry in Tally. As we have already created the required ledgers, just pass the entry as shown in the picture below.

Now without wasting any more time, let us jump off directly to create Purchase Entry in Tally.

Creating a Purchase Voucher in Tally

In order to run a business, we know that Sales are necessary but for selling we need to have something to sell.

That is where we purchase things in a simple business and sell it at a higher price to earn profit.

So, let’s see how we can create a purchase entry in Tally with very much ease.

Here is the exact step by step process.

  • From Gateway of Tally, go to Accounting Vouchers.
  • From there select Purchases from the right hand sidebar or just simply press F9.
  • After selecting Purchases, we have to pass a Purchase Entry.
  • I am purchasing ₹10,000 worth of goods from Rohan.
  • After you have perfectly the written the entry as shown in the picture, press Enter to save it.
Creating a Purchase Entry in Tally
Creating a Purchase Entry in Tally
  • This was the last step for creating a purchase entry in Tally and now you have successfully created it. Congrats.

This is how you can easily create both the Sales Vouchers as well as the Purchase Vouchers in Tally.

Now let’s see how it gets reflected in the Profit and Loss Account in Tally.

In other words, we will see how it affects the accounts in Tally.

Go to Profit and Loss Account from the Gateway of Tally and you would see both the Sales and the Purchase Vouchers which we have just passed.

Once you are in the Profit and Loss account, press ALT+F1 to see it in detail.

It will look like something in the image below.

Profit and Loss Account in Tally
Profit and Loss Account in Tally

See the Purchase Accounts showing Domestic Purchases of ₹10,000 on the left hand side of the picture.

And have a look at the Sales Accounts showing Domestic Sales of ₹15,000 on the right hand side of the picture.

If you go in further, you will find the same entry which we just passed in this post.

This is how we can easily create Purchase and Sales Entries in Tally.

Creating Sales and Purchase Vouchers in Tally

At the End…

Now, go ahead and watch the VIDEO, if you have still not seen it.

I am sure now you will be very confident in creating purchase entry and sales entry in Tally with very much ease.

If you have any kind of confusion or a suggestion or anything else, comment below and I’ll be happy to help you.

Lastly, SHARE this if you find it useful. It will help me and you BOTH.

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Rishit Shah

I am a CA. Finalist and a big fan of Tally. I like to share knowledge and that is why I have started TallySchool.

103 thoughts on “How to create Sales and Purchase Vouchers in Tally”

    • Rishit Shah says:

      There are enough customization options in Tally.
      When you try to print the voucher and press ALT+P, have a look at the right hand side green bar in the bottom.
      There are many customization options there inbuilt in Tally.

      Reply
  4. Manan says:

    You should also provide details regarding tax in Purchase ans Sales accounting as it is very important.
    If you could give details regarding that than it will be very useful.
    Thanks.

    Reply
  5. Mohini Sanghvi says:

    Hi..
    Im working at co-op society as society manager.
    We have just started entering accounts in tally.. will u please help me to understand how to enter maintainence bill entry in tally for a co op society accounts?..

    Reply
  6. aryabhatt says:

    Hi,
    I don’t know what is wrong. When I tried to enter following transaction in Tally it is not allowing…

    Transaction :
    Sold goods worth 10000 to Mr Mahesh. He paid Rs. 5000. He promised to pay within 10 days.

    I tried sales voucher. It is not allowing.
    How to deal with such entry in Invoice mode?
    Please help.

    Reply
    • Rishit Shah says:

      Hi, aryabhatt!

      I don’t understand why it is not allowing.
      It will allow.

      You have to pass the sales entry for 10,000.
      Then pass receipt entry for 5,000 on the same day.
      Pass another receipt entry of 5,000 on the day it is promised.

      Reply
  8. Gerald Maale says:

    Hello,

    I want to practice with a small business idea. For instance, I render some services to my customers and also buy other stationary from some suppliers.
    Which of the vouchers should use to capture services like photocopying, printing, browsing?

    Thanks

    Reply
  9. Ayush Gupta says:

    Hello,
    I want to make entries for processing inventory from primary goods to finished goods ie. from 1 process to another.
    Please guide!

    Reply
  10. Sudip Kr. Nandy says:

    Sir,
    Now i working a construction firm, now i asked something,
    i) when i paid salary,at first i create salary payable then salary paid,
    but when i paid any cash exp. i don’t create any payable, why?
    ii) what is manuculation, when & how i apply it. i think it is a type of adjustment, is it ture ?

    pls. answare at my maid i.d. which is mention below.

    Thanking you,
    Sudip Kr. Nandy

    Reply
  14. sunny kumar says:

    Dear Sir,

    I have earlier asked a question to you that ..If i purchase a truck .but in purchasing the payment will be made by three partners from different places .and the sale of truck is done by me ..the purchaser made payment to all three partners ..sir please suggest how will record transaction in tally..its urgent.

    warm regards
    Sunny kumar

    Reply
    • Rishit Shah says:

      Hi, Sunny!

      If there are 3 partners, you should form a company names after your partnership firm.
      Then pass a single entry for sales and purchases of trucks.

      Fill in the narration of each entry i.e. purchased by 3 partners and sold by you.

      Reply
  15. R.P.SINGH says:

    Sir,
    i Work in a construction firm, i asked something,
    i) when i paid salary,at first i create salary payable then salary paid,
    but when i paid any cash exp. i don’t create any payable, why?
    ii) it it necessary to creat payable when cash payment done, when & how i apply it. i am little bit confused on this.
    also share in which group salary payable will be kept.

    Reply
    • Rishit Shah says:

      Hi, RP Singh!

      When anything has to be paid and you don’t pay it, it becomes payable.
      So, if you don’t pay salary on time, it becomes payable and when you pay it you do cash entry.

      Therefore, there is no need to pass a payable entry when you are actually paying cash which was not payable earlier.

      Salary comes under the group Direct Expenses.

      Reply
  20. KUMAR says:

    Dear Sir,

    I have been using TALLY and SATNAM TRAVEL & FOREX SOFT WARE.
    After going through the TALLY SCHOOL i could clear lots of my doubts some entries.
    You are doing a great service to us and please keep it up.
    GOOD BLESS YOU

    Reply
  21. ASHOK KUMAR says:

    Dear Sir,
    I have one doubt, in previous video you had entered credit purchase and credit sales in Journal voucher , why not in sales and purchase voucher?
    very useful videos. thanks

    Reply
    • Rishit Shah says:

      Hi, Ashok!
      If you are purchasing anything on credit, you can enter it in a Journal Voucher.

      But if quantities of items are involved, it is good to use Purchase Voucher.

      Reply
  24. Santhosh says:

    i am new to account and don’t even know the basic things in accounting is it possible to learn tally without basic knowledge .If it possible please tell how to learn and where

    Reply
    • Rishit Shah says:

      Hi, Saket!

      That can happen and one of the most common reasons is that you may not have created a sales account.
      Create a ledger called Sales under a Sales Account and you will be good to go.

      Reply
  28. Saket Mehra says:

    Hello sir me memorandum voucher bana raha hu but vo 9,000 rs payment voucher me show nhi kr raha hai plzzz help.
    And sir mijue To and By ke behalf Dr or Cr krna hai vo kaisa hoga. Top me dr or bottom me cr plzzz help sir

    Reply
    • Rishit Shah says:

      Hi, Saket!

      Memorandum voucher show nahi karega kyoki wo memorandum voucher ha.
      Aap, entry pass karte time, F12 press kijiye or apko dr and cr ka option milega. Usko Yes karke save kar dijiye.

      Reply
  30. gagan deep singh says:

    i have business of DJ SOUND so we are the service provider , so how can we use the accounting voucher , like our stock is come in fixed assets ?? and we provide the service comes cash in hand or sundary debtor ??? what about the sale ???

    Reply
    • Rishit Shah says:

      Hi, Gagan Deep!

      Your instruments can be fixed assets.
      For services that you are providing, you need to create another voucher named DJ Services under Direct Incomes.

      You do not need to pass a sales entry. You can pass a sales entry as Accounting Invoice instead of Item Invoice.

      Reply
  31. Akshay Salvi says:

    For Exm I have my rented ofc & ofc rent is Rs-75000 so i want to pay Online 10% TDS payment is Rs-7500 when i pay tds payment what is the next step

    Reply
    • Rishit Shah says:

      Hi, Akshay!

      If you are paying the rent, your entry will be:

      Rent A/c or the Landlord’s A/c Dr
      To Cash/Bank A/c

      You don’t have to worry about the TDS.

      The entry in the Landlord’s books will be:

      Cash A/c Dr 75,000
      To TDS A/c 7,500
      To Rent A/c 67,500

      Reply
  33. B K PARIDA says:

    Hi Mr.Shaw.
    After superannuation, am running a Retail Petrol Pump at Bhubaheswar. As advised by my CA, I have purchased tally erp 9, 6.1 verson.
    For day to day activities, I am learing tallery from your video WHICH IS EXTREMELY HELP FUL TO ME. U R A GURU FOR ME AT THIS AGE. GOD BLESS YOU DEAR. with ward regads

    Reply
    • Rishit Shah says:

      Thank you Mr Rahman for making me great, although I am not that great yet! May be in future, I’ll become great. 😉 Just a joke.

      I am happy that you learnt accounting from here.

      Reply
  35. Vigneshwar says:

    Sir, i want to know how to pass purchase entry in tally.
    we bought a material in krishna engineering, for that i should put purchase or journal entry? and how pass the entries.

    Reply
  39. Priya says:

    I am newer to accounts field. I have one doubt. Plz clarify.
    I have to include logo, tax details, narration in purchase/ sales voucher ( while printing ). how can i change the configuration of purchase/sales voucher in tally erp 9.

    Reply
    • Rishit Shah says:

      Hi, Priya!

      Whenever you are passing the entry, make sure you enter the narration.
      Whatever the vouchers are used, check that appropriate tax details are added while creating them or else alter and add them.

      Adding logo is also easy!

      Go to Features – F11 > Accounting Features > Enable Company Logo – last option on the screen.

      Reply
  40. Siva says:

    What is maintain bill by bill option when creating a ledger and inventory values affected? Kindly Explain me brief ly when to toggle yes or no ? Need ur help asap
    I am learning via tally school the tally software and a lot of thanks for creating such a wonderful things for learner’s.

    Hats off to ur work and go on, I and my friends will support u.

    Reply
    • Rishit Shah says:

      Hi, Siva!

      Excellent question!
      Maintain bill by bill option is used when you want to pass entry exactly as per bills or invoices issued.

      It will be useful if you want to use credit periods in Tally.

      Reply
    • Rishit Shah says:

      Hi, Jyotirmoyee!

      For that, you have to enable Maintain Bill Wise Details and Maintain Budgets and Controls in Accounting Features.

      Then, when you create a sundry creditor’s or debtor’s ledger you need enter the credit limit and credit days.

      That’s it.

      Reply
  42. sandeep jadhav says:

    how to fix a sale rate to item ,while purchasing entry it ask only purchase rate.But if sale is made by other person how he should no the rate of that particular item.

    Reply
  51. Surendra says:

    Hello sir i have learned tally by watching you’s video thanks for it
    I run a retail shop and along with i also do construction job sir if i purchase cement and steel for govt const purpose then how will i show the consumption of steel and cement

    Reply
  52. Payal Mohata says:

    Hi Rishit,

    Need your help on 1 thing. While creating sales invoice No.1 is displayed by default, however I want to have my own series in serial no of bill say for ex. 18-19/01/01. Further this No.1 also gets exported to my GSTR-1 in invoice no instead of 18-19/01/01. Please advise how to rectify this.

    Reply

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