Sales Voucher 

Sales Transaction | F8 

Sales Transaction means selling goods or services to customers either for Cash or on Credit. In TallyPrime, Sales transactions are recorded using F8 – Sales Voucher.

Key Points:

• Sales can be Cash Sales or Credit Sales.
• Sales Voucher reduces stock automatically.
• GST is applied if GST is enabled.
• Discount can be given item-wise or invoice-wise.
• Sales Voucher affects Profit & Loss Account.

Types of Sales Related Transactions

• Sales
• Receipt
• Sales Return
• Sales Return Payment
• Cash Sales
• Credit Sales & Receipt
• Sales Discount
• Additional Cost of Sales

 How to Enter Sales Voucher without GST /Nill Tax

Example:

• 5 Qty Keyboard @ 850 to Parvesh Jain
• 10 Qty Mouse @ 380 to Rajesh
• 15 Qty Monitor @ 4150 to Kaveri
• Date: 01.04.2024

Steps:

1. Open Sales Voucher
   Alt + G → Create Voucher → Press F8 (Sales)
2. Change Date
   Press F2 → Enter Date: 01.04.2024
3. Select Mode
   Press Ctrl + H → Select Item Invoice
4. Select Party Ledger
   Choose Customer (Sundry Debtor Ledger)
5. Select Sales Ledger
   Select Sales @ Nil
6. Enter Stock Item Details
   Select Item → Enter Quantity & Rate → Press Tab
7. Add Stock Item/Service details.
   1. Item Invoice: Under Name of Item, select the stock items. Enter the Quantity and Rate. 

   2. Bill-wise Details Window Appears

      Now the Bill-wise Details screen will open.

      You will see these options:

      • New Ref , Agst Ref  , Advance , On Account

      • ✔ Option 1: New Ref : Used to create a new bill reference.

8. Save Voucher
   Press Ctrl + A

 How to Enter Sales Voucher with GST

Example:

• 15 Qty Monitor @ 4150
• Customer: Kaveri
• Date: 01.04.2024
• GST: 18% (CGST 9% + SGST 9%)

Steps:

1. Press Alt+G (Go To) > Create Voucher > F8 (Sale), and press Ctrl+H to choose the voucher mode.
   This procedure shows the steps in Item Invoice and Accounting Invoice.
2. If you have multiple registrations, press F3 (Company/Tax Registration) and select the Registration under which you want to create the voucher.
3. Press F2 for Date Change 
4. Enter the Supplier details.
   1. Party A/c name: Supplier from the same state, different state, or cash/bank ledger.
      You can also enter Receipt Details, Order Details, and Import Details.
   2. Place of Supply (in Party Details screen): The location where the goods got delivered.
   3. Dispatch Details: Enter any details about the transport or logistics, such as the name of the transporter or the tracking number.
5. Select the Purchase ledger marked as GST applicable.
6. Add Stock Item/Service details.
   1. Item Invoice: Under Name of Item, select the stock items. Enter the Quantity and Rate.
7. Select the relevant GST ledgers – CGST & SGST/UTGST, or IGST (and Cess, if required).
8. To see the GST calculation, press Alt+A to view the Tax Analysis, and Alt+F5 for a detailed tax breakup.
   For TallyPrime Release 2.1 or earlier: Press Ctrl+I to view the Tax Analysis.

9. Bill-wise Details Window Appears

   Now the Bill-wise Details screen will open.

   You will see these options:

   • New Ref , Agst Ref  , Advance , On Account

   • ✔ Option 1: New Ref : Used to create a new bill reference.

10. Save the voucher by pressing Ctrl+A.

Note: GST is calculated automatically based on CGST & SGST rates.

 How to Enter Sales Voucher with Items Discount

You can record GST sales with discount at item level in TallyPrime. While recording a sales transaction, you can easily enter the discount rate or amount for each stock item. To consider discounts for GST sales, you have to create a discount ledger and then select it in the invoice.

GST is calculated by considering the discount entered for each stock item after you enable the cash/trade discount option in the invoice. The corresponding tax values will appear in the GST analysis of items on the printed invoice.

Example:

• 15 Qty Mouse @ 410
• 5% Discount
• Customer: Kaveri
• Date: 01.04.2024

• Enable the discount feature.

  Press F11 (Features) > set the Use Discount column in invoices to Yes.
  If you do not see this option, set Show more features to Yes.
  Henceforth, you can see the Disc % column in every sales invoice.

Steps:

1. Open Sales Voucher → F8
2. Change Date → F2
3. Press Ctrl + H → Select Item Invoice
4. Select Party Ledger (Sundry Debtor)
5. Select Sales Ledger (Sales @ Nil or Sales @ 18%)
6. Enter Quantity & Rate
7. In Disc % Column → Enter 5%
8. Amount will auto-calculate after discount

9. Bill-wise Details Window Appears

   Now the Bill-wise Details screen will open.

   You will see these options:

   • New Ref , Agst Ref  , Advance , On Account

   • ✔ Option 1: New Ref : Used to create a new bill reference.

10. Press Ctrl + A to Save

 How to Enter Sales Voucher | Total Bill Amt Discount 

Create discount ledger for goods

1. Gateway of Tally > Create > type or select Ledger > and press Enter.
   Alternatively, press Alt+G (Go To) > Create Master >type or select Ledger > and press Enter.
2. Type of Ledger: Select as Discount from the Type of Ledger list.
   Now the option Is GST Applicable? will be set to Not Applicable by default.

Steps :

1. Open Sales Voucher → F8
2. Change Date → F2
3. Press Ctrl + H → Select Item Invoice
4. Select Party Ledger (Sundry Debtor)
5. Select Sales Ledger (Sales @ Nil or Sales @ 18%)
6. Enter Quantity & Rate
7. adding all itmes , presss tab 
8. select discount ledger 
9. Press – 5% or 10%

Amount will auto-calculate after discount

Press Ctrl + A to Save

Always verify stock, GST rate, and ledger selection before saving the voucher.