Alex Ruben
How To Transform a Sales Order into a Sales Invoice in Tally Prime
This isn’t a super straightforward process, especially if you’re new to Tally Prime. Plenty of folks run into confusion trying to turn those sales orders into invoices. Sometimes the menu options aren’t obvious, or the system just doesn’t process your data the way you expect. The goal here is to get that conversion done smoothly so your records stay accurate without pulling your hair out.
After doing this a few times, it’s kinda clear how to do it without messing up—though, honestly, it’s still a bit fiddly, especially if your setup isn’t perfect. This guide will give an honest walkthrough on how to turn sales orders into invoices in Tally Prime, including some tips for dealing with typical hiccups.
How to Convert Sales Order to Sales Invoice in Tally Prime
Access the right menu—Don’t skip this
First thing: open Tally Prime and head to the Daybook. This is where you’ll find all your transactions, including those sales orders.
Usually, you can find it under the Display menu or via Gateway of Tally > Display > Daybook. If you can’t see the sales orders there, make sure you’ve entered the data correctly first. If the orders aren’t appearing, it’s time to double-check your sales order entries—sometimes it’s just a filtering issue or wrong date range.
Pro tip: On some setups, the orders don’t show up immediately; try refreshing or re-selecting the period. Also, ensure you’re looking at the right voucher types.
Start creating a sales invoice—Find the right command
From the Daybook, press Alt + A to open the Sales voucher type. That’s how you make a new invoice. If you’re in the sales register, this command should jump you right into the invoice entry form.
Note: If your system is set up differently or if you’re using a different version, menus might vary a little. But generally, this shortcut works for creating sales invoices.
Enter customer details and select sales order
Now, enter the customer (or party) name—say, Samuel Burns. Press Enter and then choose the Sales Letter, usually just Sales.
Once you’re there, start entering the item details—like Shirts. Hit Enter, and you’ll see the list of pending sales orders if your system recognizes them.
This is the crucial part: select the specific sales order you want to convert. Sometimes it’s listed as a pending voucher or in a special pending list. Choose it, and it should fill in quantities, rates, and other info automatically.
Note: On some machines, the order doesn’t populate immediately—kind of weird, but it’s often just a glitch. Sometimes closing and reopening the invoice helps.
Review totals and set the invoice date
Check the total amount—say, it shows as 720,000. If everything looks right, press Enter to confirm.
You’ll also need to set the voucher date — for example, the 31st of January. A little tricky: because of how Tally’s educational version works, you might be limited to dates like 1, 2, or 31, so don’t panic if you find yourself stuck there.
Pro tip: You can change the date in the voucher at this step by pressing F2 or editing the date field directly, if needed.
Finalizing the invoice—Save and wrap it up
Once everything looks good, press Ctrl + A to save. That’s it—you’ve turned a sales order into a proper invoice. Usually, you get a confirmation popup or just a return to the main window.
Sometimes, if the system is laggy or if you’re running the educational version, it might take a moment or pop up some warning, but generally, saving works as expected.
Extra tips & common pitfalls
- Double-check your item details before saving. It’s easy to forget to update something, especially if lots of data are auto-filled.
- Make sure your permissions are set right—if you don’t see certain options, it might be a user role issue.
- If orders don’t appear, verify that the sales order-Voucher type is correct and that the orders are properly entered with the right statuses.
- Sometimes, toggling Display > Daybook filters helps show the pending orders—don’t forget to set your date filters right.
Summary
- Open Daybook to see sales orders
- Create a new Sales invoice via Alt + A
- Choose your customer and sales letter
- Select the pending sales order to convert
- Review totals and set the date carefully, especially on limited versions
- Press Ctrl + A to save the invoice
Wrap-up
Honestly, converting sales orders to invoices in Tally Prime is kinda clunky if you don’t do it often. The key is knowing where to look—like the Daybook and the pending order list—and being patient with the system’s quirks. On one setup it worked flawlessly the first time; on another, a restart or a little fiddling was needed. Not sure why it’s so inconsistent, but that’s just Tally for you. Hopefully, this shaves off a few hours for someone.