Create a sales invoice

This page covers filling in one sales invoice. To enter many at once, use Upload invoices from Excel.

​

Before you begin

• Your Tally company is connected and synced with AI Accountant.
• The customer exists in your Tally masters, or has been added in the Customers module.
• The stock item exists in your Tally inventory.

​

Open the form

In the left menu, click Sales, then + Create Invoice at the top right.

​

1. Fill in the invoice header

​

2. Select the customer

Under Customer Details, select the customer in the Customer Name dropdown. The list shows customers synced from Tally. Billing address, shipping address, GST treatment, GSTIN, and place of supply fill in from the customer master. To change a value for this invoice only, click the pencil icon next to the field. The Tally master is not affected.

​

3. Add line items

Scroll to Item Details and complete one row per item. The amount is calculated automatically. To add another item, click + Add Line Item.

​

4. Add charges, taxes, and narration

Ledgers is for charges that are not items, such as freight or packing. Leave it blank if not required. Taxes is calculated from the item’s tax rate and the customer’s state: CGST and SGST within the state, IGST across states. If reverse charge applies, set Reverse Charges to Applicable. Use Narration for a note against the entry. The Grand Total on the right updates as items are added.

​

5. Allocate and save

Click Allocate Invoice at the top right. To split the invoice between an advance and a new sale, click + Add Another Reference and add a second row. One row is enough for most invoices. Click Confirm & Allocate. An “AR voucher created” confirmation appears and the invoice moves to the top of the All Invoices list. The Voucher Number stays blank until you sync.