Invoice Customization

How to track or check status of your E-invoices?

You can track the status of your E-invoices, the cancellations made as well as the pending IRN for transactions. You can also check these activities as per user.

You can access this report by going to the ‘Display’ in Gateway to tally screen, select on ‘GST’ next click on ‘E-invoice report’.

The E-invoice report will also help you by shoving you ‘Uncertain Transactions’ This section of the report shows you the transactions with wrong information or incomplete information that needs to be reviewed.

In this report, on he right hand side there is an option ‘IRN Register’ This register contains all the invoices for which IRN has been generated along with complete details of the invoice.

How to generate E-invoices in Bulk?

Bulk E-invoice generation is simple

Go to the ‘Exchange Menu’ on the top of your Tally screen. Now click on ‘ Send for E-invoicing’

You will get a report containing the pending E-invoice transactions. ‘For generation of E-invoice’ under the Pending title shows all the pending transactions for e-invoicing.

Select all the transactions for which you wish to generate an e-invoice. And click on ‘send’ to generate E-invoice or select on ‘Offline export’ to get a JSON file of the transactions.

In this way multiple E-invoice can be generated.

What is E-invoicing and whom is it applicable to?

E-invoicing is a set standard for invoice generation that needs to be followed by all B2B and B2G businesses with a turnover of 100 crore and above (as per the GST notification on 10th November 2020).

As per the e-invoicing standards, all Tax invoices from the eligible businesses must have a standard format consisting of IRN (Invoice Registration Number)and QR code. This IRN and QR code will be generated by the IRP (Invoice Registration Portal).

What is the price of Tally Prime?

Tally Prime is the latest and biggest upgrade in the history of Tally. The look as well as the usage experience has completely changed as compared to Tally.ERP 9. After a very long wait Tally Solutions has finally released Tally Prime on 9th November 2020.

Tally Prime is easier to use and looks amazing in its new Blue and yellow avatar. It is almost like a completely new software. The best part about Tally Prime is that it is completely free for all Tally users.

Yes, that’s right Tally Prime is available free of cost to all Tally users with an active license and a valid TSS (Tally Software Service). Tally Solutions has made Tally Prime available to all its customers in the form of an update.

If you’re a Tally user, you can check for recent updates in your ‘available updates’ section. You can contact your service provider to update your Tally or TSS , if it has expired. Renew TSS now.

If you’re a new user, you can purchase Tally Prime at the price of Tally.ERP 9 i.e. at TallyPrime Silver License 22,500 INR and TallyPrime Gold license 67,500 INR (exclusive of taxes). The price of Tally Prime is same as the previous versions.

New users can also get a trial version of the software by downloading the .exe file from here

Why should I upgrade my existing Tally software to Tally Prime?

Tally Prime is the latest version of the Tally software. It is always recommended to use the latest version of the software. The latest version of any software always has better features, technical errors are removed, and everything else is better as compared to the older version.

In Tally Prime, you will experience

• A better user interface, look-wise as well as better functionality.
• Manage Simple as well as complex transactions in Tally seamlessly.
• Secured connected services.
• Quicker report generation, as well as improved detailing in Tally reports.
• Data Security is improved.
• Navigation mechanism is improved for better user experience.

Comparison between Tally ERP 9 and TallyPrime

Over the span of 32 years, Tally Solution has released various versions of Tally and each new version brought about some major enhancements/improvements which included Inventory management system, multi-location business system, statutory, payroll, Tally for GST etc.

With the deep rooted purpose to delight customers and deliver cutting edge product that would transform business operations by bringing greater efficiency and flexibility, Tally Solutions introduced TallyPrime with complete new look and feel yet familiar to Tally.ERP 9. TallyPrime will now empower business owners, Chartered accountants, Accountants and other Tally Users to seamlessly manage their work and make every day simple.

Given below are comparison or difference of Tally features in Tally.ERP 9 and TallyPrime. The comparison will help you to seamlessly navigate through TallyPrime while checking the features in your current Tally.ERP 9.

Note: You can simultaneously run Tally.ERP 9 and TallyPrime in your current License.

#	Tally ERP 9	TallyPrime
1 Tally EXE/Application Logo
2 Access Tally Data	Access company data by specifying a data path	Access company data from any path or Drive or remote company and view the data status like Migration Required or Data Corrupted
3 The Look and Color of Tally	Multi Tasking can be done by opening multiple Tally.ERP 9 Instances	Multi Tasking can be done by in one TallyPrime Instance. Just check the Opened Reports in Go To Feature
5 Chart of Accounts	In Tally.ERP 9 user had to make minimum 3 clicks to open each of these. In Gateway of Tally > Display > List of Accounts.	Option of ‘Chart of Accounts’ this allows you to access all your masters including groups, ledgers, voucher types, cost centre etc. can be accessed from one screen.
6 Supplementary Details	In Tally.ERP 9, fill the required details and pass through complete Supplementary details	Add few details which are needed most of the times as ‘Permanent details’ in ‘configuration’ and get only those details in Supplementary details.
7 Copy/Paste in Tally	Shortcut Keys Used to Copy and Paste in Tally.ERP 9	Global Keys used to Copy and Paste in TallyPrime
8 Change Voucher Mode	In Tally.ERP 9 these options were available in 3 different places and hence navigation is now easier.	In sales voucher or any other voucher, the Change Mode gives you 3 options namely – Item Invoice, Accounting invoice and As invoice.
9 Printing Invoice in Tally	In Tally.ERP 9, when a user prints invoices with multiple items the invoices gets printed in multiple pages as unused blank space occupies the page which is not needed.	In TallyPrime, you can ‘optimise printing to save paper’. This feature will reduce your 6-page invoice to a 2-page invoice, thus saving your printing costs, paper costs and other costs.

What is the process to be followed for E-invoice generation for Tally users using older versions of Tally?

Following process to be followed by Tally users using older versions of Tally.

Step 1. Generate the normal invoice from your ERP/ Billing software.

Step 2. Download it in the JSON file.

Step 3. Now upload the JSON file on the IRP (Invoice Registration Portal).

Step 4. The portal will check the details and return the JSON file with a unique IRN and QR code.

Step 5. A copy of the same is sent to the GST Portal. You can also generate an E-way bill if applicable

This is one of the many possible ways of generating an E-invoice. Other ways include generating E-invoice through Business Portal (available only for 500cr + turnover businesses), directly creating entries on the portal itself, API integration with ERP through GSP, through SMS, through mobile app, through offline tools like excel.

How to alter or cancel generated E-invoice?

You can also cancel an E-invoice in case of wrongly filled information or any other mistake. You cannot alter an e-invoice and thus you will have to cancel it and create a new e-invoice.

The process is as given below –

1. Go to ‘E-invoice report’ by searching it in the ‘Go to’ switch.
2. Go to ‘IRN generated from E-invoice system’ and go to ‘IRN Register’. It will show you all the transactions with their IRN status.
3. Select the transaction you want to cancel the IRN for. On the right side you will see option to ‘ Cancel IRN’
4. A confirmation message will appear with two options

• Mark as Cancelled
• – Update cancellation

5. Press the first option it will cancel the IRN but not upload it on the portal. You will have to go to the IRN register make the changes and then send it for uploading..

6. The second option, will allow you to Cancel the IRN and state the reason for cancellation along with a space to write remarks and upload it on portal.

In this way you can cancel the IRN in case of any mistakes. You can create different user logins on the IRP so that you can keep track of the user activity in relation to E-invoice generation, cancellation and transaction modification, etc.

How to generate E-invoice in TallyPrime?

A 4-step easy process for E-invoice generation is as follows –

Step 1 – Register your GSP

• Go to IRP (Invoice Registration Portal), login. Among the different options, select ‘API Integration with ERP’. Now set ‘Tally (India) Private Limited’ as your GSP. Set a high security password and username.

Step 2 – Tally Configuration

• In Tally, go to the configuration settings in the Sales Voucher screen and enable settings for ”E-invoicing and E-way Bill’

Step 3 – Create an Entry

• Create a sales entry will all the relevant details. Since you have enabled, e-invoicing and e-way bill you will get an option towards the end of the screen ‘Provide GST/ E-way Bill/ E-invoice details’. Click ‘Yes’. Now a screen asking details regarding E-invoice will open fill it, save and proceed.

Step 4 – Print E-invoice

• Once all the details are filled and saved. After saving the entry you will get a prompt message asking ‘Do you want to generate and E-invoice and E-way Bill?’. Press ‘Yes’. Tally will ask you for a username and password. Fill the username and password you saved in step 1. E-invoice with QR code and IRN is generated. You can take a Print out of the same.

How to migrate Tally.ERP 9 data to Tally prime?

Data migration of Tally.ERP 9 to TallyPrime is very easy. Before starting with the process, we recommend you take a backup of all the data. This process can be followed by any Tally user, but we highly recommend you to get it done from an expert Tally service provider.

This is the easiest way to Migrate your data to TallyPrime –

1. Open Tally.ERP 9 and find the company that you want to migrate. Keep in mind the name of the file (usually a 5 digit number)
2. Now open the folder where Tally.ERP 9 data is saved. Go to Data folder and search for the file (the 5 digit number that we saw earlier)
3. Now copy the file and paste it in TallyPrime data folder.
4. Open TallyPrime – Go to data folder, you will see your company data that you pasted in TallyPrime data folder. It will show migration required. Click on it

5. You will see 2 buttons one for Configuration (this option allows you to take a backup before migration) and second option is to ‘Migrate’

6. Click on migrate to migrate data.

7. Now to confirm the data has been migrated, go to the Trial Balance report and check the current liabilities and other numbers and cross check it with your Tally.ERP 9 data. The number must be same.

In this way you can safely migrate your Tally ERP 9 data to TallyPrime.

We recommend you to always get your data migration to be done from your Tally service provider as we do not want you to lose your data in the process.

Top 10 Tally Prime Features

1. Search Bar

The ‘Go To’ search bar is made available at the top of Tally Prime screen. You can easily access any part of Tally by typing in the search bar. You can access 90% of the options with it. Thus, it makes Tally more suitable for Business owners.

2. Easy usage

• When the password for two different companies is the same, Tally allows you to enter the other company without having to enter the password again.
• Tally Prime allows you to create a new state while filling the details of an entry.
• To smoothly navigate through Tally, you had to know some important shortcuts, but now those are not needed. For example, ALT + C is used to create a new ledger. But since this option is readily available on the screen, one doesn’t need to know the shortcut.

3. Optimize Invoice

Optimize your invoice and remove all unwanted space – an excellent feature for retailers, distributors and any other business that creates one invoice for multiple items.

4. Chart of Accounts

Access all masters, including ledgers, voucher types, cost centres, etc. from the ‘Chart of Accounts’ option.

5. Mark details as permanent

Some fields in Tally need to be used every time an entry is made while many others are rarely used. Keeping this in mind, Tally Prime allows setting a few fields as ‘Permanent’ so that you do not have to go through irrelevant fields unnecessarily. Thus saves your time.

6. ‘Change Mode’

In any voucher, the Change Mode gives you 3 options namely – ‘Item Invoice’, ‘Accounting invoice’ and ‘As invoice’. Thus you can easily navigate through them.

7. Admin rights

Admin has the right to stop a user session. This option is made available in the Browser access. Admin can disconnect a user session even in the case of remote access.

8. F1 Help

The F1 Help section now provides you with a lot of information including Tally product information, Tally license information, information about the Tally data, Tally connectivity information and computer system-related information. This makes Tally support an easier process.

9. Simplified Installation process

If you want to update or create a new folder, Tally will automatically check and try to detect an old file and update it. Thus you will not need to enter the configuration, define the path, TDLs, etc.

10. Clutter-free screen space

You can easily access the error messages and other details from the Help Menu. Earlier this was available at the bottom of Tally screen. Thus now you get a more clutter-free screen.

These are the top 10 new features available in Tally Prime.

What is Tally Prime?

Tally Prime is a business management software, that takes care of your Accounting (Sales, purchase, receivables, payables tracking), Inventory management (Order processing, inventory tracking), Payroll management, Bank transactions, Statutory Compliance, etc.

Tally Prime also make decision making simplified for business owners by providing critical reports. Decision making is much more simpler with Tally Prime reports such as all Financial reports, Cash-flow reports, Cost centre reports, Inventory reports, Accounting reports and many more detailed reports.

How to install TallyPrime ?

Your business and its needs are unique, so TallyPrime is designed to be free of any rigid processes. Your business might need only one installation of TallyPrime for one computer, or it might need multiple installations for many computers in your office network. Accordingly, you can purchase a suitable license of TallyPrime and easily install it in your office. Setup Manager will take care of the installation and basic configuration.

Irrespective of whether you are a new user or an existing user of Tally, we have got you covered! If you already have a version of Tally installed on your computer, then Setup Manager will detect the last installation and help you update to TallyPrime. On the other hand, if you are new to Tally, then the Setup Manager will ensure a smooth installation of TallyPrime.

To install TallyPrime on your computer, you need to have administrator rights. Moreover, your computer must meet the following technical requirements:

Microsoft Windows 7 or above

• Bitness

64-bit applications (for the OS and other applications such as MS Excel, Adobe Acrobat, and so on)

• Memory (RAM)

A minimum of 512 MB

• Storage

A minimum available space of 512 MB on your hard disk, cloud location, and so on

If You Are a New User

If you have never installed Tally on your computer, then don’t worry. The Setup Manager will guide you for a quick installation of TallyPrime.

1. Double-click the setup.exe file. The Install Application screen appears.

2. Press C (Configure) if you want to change the default settings. You can configure the options such as the application path, desktop shortcut, Start menu entry, and so on.

3. Press I (Install) to continue the installation. After installation, you can see the following screen:

4. Press S (Start TallyPrime) to begin your journey with TallyPrime. If you would like to explore additional options, then press C (Continue Setup).

After installation, you will be asked to configure some basic settings such as the data path, country, and accounting terminology, and so on. These settings will be carried forward on your journey with TallyPrime.

You will see the following welcome screen. Select the appropriate licensing option for your TallyPrime installation.

If you want to explore additional settings, then go to F1 (Help) > Settings from anywhere in the product. Here you can find a host of settings for your license, language, application startup, display, connectivity, and so on.

If You Are an Existing User

If you are an existing user of Tally, then you will feel right at home very soon, as your existing configurations will be carried forward to TallyPrime. The Setup Manager will detect the last installation of Tally on your computer, and help you update to TallyPrime.

1. Double-click the setup.exe file. The following screen appears.
2. Press I (Update), if you want to update your version of Tally (Tally.ERP 9 6.6.3, in this case) to TallyPrime.

Alternatively, you can press O (More Actions) and select one of the following options:

• Install New, if you want to install TallyPrime afresh, without updating your existing Tally application.
• Select Application from Drive, if you think there is a Tally application on your computer that is not listed on the screen. This might happen when the Tally application is copied from one location to another. This option will help you browse your computer and select the suitable folder.
• Press C (Configure), if you want to change the default settings, such as the application path, desktop shortcut, Start menu entry, and so on
• Press I (Update) to continue the installation. You can see the following screen after installation.
• Press S (Start TallyPrime) to begin your journey with TallyPrime. If you would like to explore additional options, then press C (Continue Setup).

3. Press I (Install) to continue the installation. After installation, you can see the following screen:

4. Press S (Start TallyPrime) to begin your journey with TallyPrime. If you would like to explore additional options, then press C (Continue Setup).

If your License was active in the previous installation, then it will continue to be active in TallyPrime. However, if there are any issues in licensing, then you might see the following screen. Select the appropriate licensing option for your TallyPrime installation.

Once your license is activated, you are good to go!

If you want to explore additional settings, then go to F1 (Help) > Settings from anywhere in the product. Here you can find a host of settings for your license, language, application startup, display, connectivity, and so on.

Is Tally Remote access and Tally Reports on browser part of TVU?

Tally Virtual License is an upgrade which is mandatory for all Tally.ERP 9 users using Tally virtually through cloud or Citrix and similar technologies.

Tally Remote and viewing Tally Reports on browser, is a feature of default on-premise (offline) Tally. And thus, both these features will remain unaffected. You will be able to access these features irrespective of whether you upgrade your Tally License or not.

As a TallyPrime user, what are the benefits I will get from TVU License?

Tally Virtual License is for those Tally.ERP 9 users who are either using virtual tally either through cloud technology or similar technologies or are planning to go for Tally Virtualization.

Once you have upgraded your license to Tally Virtual User License, you will be entitled to Tally Virtual User Packs depending on the type of your Tally lIcense. A Tally.ERP 9 gold user gets 10 TVU Pack, a Tally.ERP 9 Silver user gets 1 TVU Pack and a Tally Server 9 user is entitled to 20 TVU Pack. A Tally Server 9 can get a maximum of 30 TVU Pack, considering you get 10 from Tally Gold license and 20 more from Tally Server 9.

Upgrading your Tally.ERP 9 to Tally Virtual License user will allow you to get support and assistance while using Virtual License.

Tally Solutions will help you decide which type of cloud and other technologies will be helpful for your business.

Defined guidelines will be given by TSPL for using such technologies.

Thus you will get support for your troubleshooting and configuration for such technologies not just from your Tally Partner but also from Tally Solutions.

It is important to upgrade your Tally.ERP 9 license to a Tally Virtual License at the earliest if you are using Tally on Cloud or Citric and similar technologies.

Tally virtualisation is the process of creating a virtual environment that allows multiple Tally users to access real-time data from different locations.

Since Tally by default is an on-premise software, virtualisation is used to enjoy the benefits of an off-premise software

Various tools and software like RDP, Tally on Cloud, Citrix, Thin Client, and similar other technologies are used to access Tally virtually so that Tally can also be used as an off-premise software.

Tally virtualisation has many benefits, such as

• Provides Flexibility
• Data synchronisation
• Allows multiple users at a time
• Centralised data management

When is the last day for purchasing TVU?

For customers already using Tally in a virtual environment – The transition of Tally.ERP 9 to Tally Virtual License needs to be initiated before 31st July, 2020. If not done, it will be set to default entitlement on 1st August, 2020. You can get this configured from your service provider.

For customers planning to go for a virtual Tally- Free trial is available till 30th September 2020. TVU packs equivalent to the number that meets the customer’s operational need will be provided free of cost. If this trial is not availed, a trial of 30 days period can be availed from 1st Oct 2020 before 31st March 2021.

Additional TVUs can be purchased at 225rs per month (billed annually)

I’m already using Tally on cloud should I be concerned about TVU?

Tally Virtual License is for all virtual users. The ones who have already purchased cloud and similar technologies as well as the customers who will be buying in the future.

You may belong to any of the following 3 categories

• Tally.ERP 9 Silver user – You get 1 TVU Pack free
• Tally.ERP 9 Gold user – You get 10 TVU Pack free
• Tally Server 9 user – You get 10 + 20 TVU Pack free

Above are the categories and the free entitlements that you get. If you have any requirement exceeding the above mentioned TVU Packs, you will have to purchase it from your service provider.

Other than that even if you do not exceed your TVUs, you must contact your service provider to register yourself as a Tally virtual user under the Tally Virtual License. This will ensure authorised usage as well as support from Tally Solutions.

What is VTU?

TVU is Tally virtual user. According to a new policy by Tally Solutions, every Tally virtual user i.e. any Tally user using Tally through either Cloud, RDP, Citrix and similar technologies, must be using the Tally Virtual license.

Under Tally Virtual License, every customer is entitled to get few free virtual user packs.

• Tally.ERP 9, Silver user gets 1 TVU (Tally Virtual User)
• Tally.ERP 9 Gold user gets 10 TVU pack
• Tally Server 9 user gets 20 TVU pack

Also, Tally Server 9 user with Tally Gold, gets 20 + 10 TVU pack.

It is important for every Tally user to contact their Tally Service provider and get the license as soon as possible. If your requirement exceeds the above mentioned entitlement, then you can purchase additional TVU packs from your service provider.

This policy is applicable from 1st of July 2020 and is applicable to all Tally existing virtual users as well as customers planning to purchase tally virtual technologies and also for potential Tally users.