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The voucher number field is greyed out

Your sales voucher in Tally is set to automatic numbering, so Tally assigns the number at sync. To enter your own numbers, change the voucher type in Tally to manual numbering.

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The voucher number is blank after creating the invoice

Expected. Tally assigns it when you sync. Go to the All Invoices tab and click Sync.

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The customer is not in the dropdown

Only customers synced from Tally appear. Add the customer in the Customers module, or create them in Tally and sync, then reopen the invoice form.

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The address on the invoice is wrong

The address comes from the customer master. Click the pencil icon next to the field to change it for this invoice, or correct the master in Tally if it is wrong everywhere.

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The invoice will not save without a godown

Tally requires the godown the stock is leaving. Select one in the item row. With a single godown the field fills in automatically, so a blank field usually means the item has no godown mapped in Tally.

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The rate is not what I expected

The rate comes from the Tally stock item master. Edit it in the line row for a one-off price, or correct the master in Tally for a permanent change.

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The GST on the invoice is incorrect

GST is derived from the item’s tax rate and the customer’s place of supply. Check the GST Registration in the header and the Place of Supply under Customer Details. If reverse charge applies, set Reverse Charges to Applicable.

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Excel import: rows are flagged as customer mismatches

The name in your Excel does not match a Tally customer exactly. Pick the suggested match, or click Add customer to create one. Syncing masters before the upload prevents most of these.

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Excel import: dates landed in the wrong month

The date format on the mapping screen did not match your file. Click Edit Mapping, set the correct format, and preview again. No need to re-upload.

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The invoice synced, but I cannot find it in Tally

Check you are looking in the same Tally company AI Accountant is connected to, and at the voucher type used on the invoice, which may not be Sales if you selected another type.