Self Customizable Invoice

Printing 1.0

GSeven Computer Business Pvt. Ltd.

108, Gupta Towers, Azadpur Commercial Complex, Delhi – 110033

Phone: 011-47612345 (1oo Lines), 9350321322

Email : contact@gseven.in
Website: www.gseven.in

Self Customizable Invoice Printing 1.0 Page 1

© 2015 GSeven Computer Business Pvt Ltd All rights reserved.
Tally, Tally 9, Tally9, Tally.ERP, Tally.ERP 9, Tally.Server 9, Shoper, Shoper 9, Shoper POS,
Shoper HO, Shoper 9 POS, Shoper 9 HO, TallyDeveloper, Tally Developer, Tally.Developer 9,
Tally.NET, Tally Development Environment, Tally Extender, Tally Integrator, Tally Integrated
Network, Tally Service Partner, TallyAcademy & Power of Simplicity are either registered
trademarks or trademarks of Tally Solutions Pvt. Ltd. in India and/or other countries. All other
trademarks are properties of their respective owners.

Version: Gseven Computer Business Pvt. Ltd/Self Customizable Invoice Printing/1.0/August 2015

Self Customizable Invoice Printing 1.0 Page 2

 Self Customizable Invoice Printing 1.0
Introduction
From Tally.ERP 9 Release 5.0 onwards, Tally software delivers the power to easily and quickly
customize documents like voucher / invoice layouts with the help of productivity suites such as
Microsoft Office (Word, Excel etc.), Open Office etc. i.e., you can design your voucher / invoice
format in Word or Excel, save the format as a XML template and Tally will generate invoices /
orders in the defined template.

Benefits
 Create and use multiple voucher templates with custom layouts
 Use specific templates for specific voucher types
 Supports Sales, Purchase, Debit Note, Credit Note, Sales Order, Purchase Order,
Delivery Note and Receipt Note.
 Works with both Word and Excel

Notes:
 This add-on will not work remotely.
 Will work only from Release 5.0.
 We recommend you to use this invoice for simple sales invoice although “excise
invoices” are also supported but requires detailed knowledge of advance tokens which
cannot be detailed as a standard in this manual.

Important!
Take back up of your company data before activating the Add-on.

Once you try / purchase an Add-on, follow the steps below to configure the Add-on and use it.

Setup Guide
1. Update your license.

Self Customizable Invoice Printing 1.0 Page 1

 Go to Gateway of Tally  F12: Configuration  Licensing  Update
License
(For multi-site account, click here for the steps to configure Add-on for a particular site.)
2. Close and reopen Tally.ERP 9 Application and open your company.
3. Open user manual by pressing Ctrl + Alt + H.
4. Activate the Add-on
For Tally.ERP 9 Series A Release 5.0 and above
Go to Gateway of Tally > F11: Features > Add-on Features
Set “Yes” to the option “Enable Self Customizable Invoice Printing?”

Figure 1 Enabling the Add-on

5. Creating Voucher Format: Open Word or Excel (Microsoft or Open Office) and create a
voucher layout you want. A sample format is shown in Figure 2 below.

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 Figure 2 – Voucher Template with data (created in Word / Excel)

6. Setting Tokens: Now, replace the data with tokens that describe the data. Tokens are
labels that start with a $ sign. Set these tokens according to the Token Reference Table
found here.
Examples:
$PartyLedgerName – token for Customer Name
$Discount – Token for discount
$Stockitemname – Token for stock item
Note: Tokens do not contain spaces. Tokens are not case sensitive i.e. you can use either
$amount or $Amount or $AMOUNT.

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 After you have set the tokens, your template will now look like this:

Figure 3 – Template with tokens

Two sample XML templates with tokens created with word document is embedded here for
your reference. Double click on them to open.

7. Saving the template in XML format: Now, save this Word template with tokens in
Word 2003 XML Format as shown below. Save them in Tally Application Folder. It will
be saved as XML.

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 Saving the Word Template in XML Format

For Excel template save the same as XML Spreadsheet 2003

Saving the Excel Template in XML Format

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 8. Linking Template to Voucher Type: In Tally.ERP 9, go to Accounts Info  Voucher
Type  Alter and select the voucher type (say, Sales) for which you want to use the
template.
Set ‘Yes’ to the option ‘Enable Customized Print’
Select ‘Print Type’ as required - ‘Word’ or ‘Excel’.
Set the Path of XML Layout template as shown in image and accept the screen

Figure 4 - Linking Print Layout in Voucher Type

9. Now, go to Accounting Vouchers and pass a voucher of the voucher type you linked the
template to. (say, a sales invoice) and press Alt + P to print. (ensure you have enabled
print preview)

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 Figure 5 – Sales Voucher Entry

Figure 6 - Print form of invoice

The invoice will print in Word / Excel in the template format you created as shown below. From
Word / Excel, you can manually take printout of the custom invoice.

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 Figure 7- Printed Invoice

10. For Exporting Invoice to Word / Excel, open the voucher entry and press Alt + E. The
following screen will appear. It will auto pick the Format as defined in voucher type and
accept the screen.

Figure 8 - Export Invoice Form

After saving this configuration, Tally will start exporting invoices / orders in your designed
template to Word / Excel.

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 Figure 9- Exported Invoice

Please Note:
1. Only XML file created using word /excel is supported.
2. We recommend you to place template files in Tally folder.
3. E-mail / Export of transactions where customized template is enabled will happen in
Word / Excel format only. No other formats are supported at present.
4. While creating transactions you have to take print out through word / excel manually.
5. The format designed using Word / Excel is consistent and cannot be changed as per
behavior of transaction.
6. Creating Templates and linking them to voucher type is a one-time activity. Once you
have done this, you can pass the voucher and print them in template format in Word /
Excel as many times as you want.

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 Token Reference Table

Token Description Token Description

$CompanyName Company Name $CmpAddr Company Address
$CmpVatTin Company TIN No $CmpCstNo Company CST No
$CmpPanNumber Company PAN $CmpBankDetails Bank Name
$CmpBranchName Bank’s Branch $CmpBankAccNo Bank Acc No
$CmpBankIFSC Bank IFSC Code $Date Date
$VoucherNumber Invoice Number $BasicPurchaseOrderNo Order Number
$BasicOrderDate Order Date $BasicShippingDate Ship Date
$BasicShipDeliveryNote Delivery Note No $PartyLedgerName Party Name
$PartyAddress Party Address $BuyersCSTNumber Party’s CST No
$BasicBuyersSalesTaxNo Party’s TIN No $BasicShippedBy Dispatch through
$basicShipDocumentNo Dispatch Doc No $BasicDueDateOfPymt Terms of payment
$BasicFinalDestination Destination $Line Sr No.
$stockItemName Item Name $billedQty Billed Qty
$AltBilledQty Alternate Qty $FreeQty Free Qty
$TaxAmt Tax Amount $TaxPerc Tax Percentage
$ActualQty Actual Qty $BatchName Batch Name
$BasicUserDescription Item Description $ExpiryPeriod Expiry Date
$MfdOn Mfg Date $LedRate Rate of Tax
$LedgerName Ledger Name $LedAmount Ledger Amount
$LedBasicUserDescriptio Ledger Description $FinalAmountInWords Amount In words
n
$Narration Narration $ INVALTQTYTOTAL Total Item Alt Qty
$ INVTOTAL Total Item Amount $DisAmtTotal Disc Amount Total
$INVQtyTotal Total Item Qty $TaxAmtTotal Tax Amount Total
$FreeAmtTotal Free Amount total $ActualQtyTotal Actual Qty Total
$InvSubTotal Inventory Amount $TotalAdd Ledger Amount
Total Total
$Discount Discount $Amount Total invoice
Amount

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 FAQs
Which version / releases of Tally.ERP 9 does the add-on support?
This add-on will work only from Tally.ERP 9 Series A, release 5.0 onwards.

How will I get support for this add-on?

For any functional support requirements please do write to us on contact@gseven.in or call us
at 011-47612345, +91 9810447322. Alternatively, you can send a support query from Support
Centre (Ctrl + H).

If I need some enhancement / changes to be incorporated for the add-on, whom should I
contact?
Please to write to us on contact@gseven.in with your additional requirements and we will revert
to you in 24 business hours.

Will new features added be available to us?

We offer one year availability of all support and new features free of cost. After one year,
nominal subscription cost will be applicable to you to continue to get free support and updates.

What will happen after one year?

20% of the then MRP will be charged for one year of email support and versions (minor &
major).

I am using a multisite. Can I use the same Add-on for all the sites?
No, one Add-on will work only for 1 site. You need to purchase again if you want to use the
same Add-on for more sites.

How do I configure the add-ons?

If you are a Tally.ERP 9 Multi site user, add the Add-on to the required site as follows:
a. Press Ctrl + K or Click on Control Centre and log into your account
b. Go to Licensing & Configuration  TDL Management  F8: TDL Config List 
Select the site’s default TDL
c. Under ‘Specify Account TDLs for loading’, select the Add-on Name and accept the
screen.

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 d. Update your license by going to Gateway of Tally  F12: Configuration 
Licensing  Update License

Note: To know or change the site’s default TDL configuration, go to Licensing & Configuration
 License Management  F6: Show Config and look at the TDL Configuration column.)

If you face problems in configuring the add-on, click on this link to know more.
http://www.tallysolutions.com/website/html/solutions/how-to-configure.php

I have upgraded to a new Tally.ERP 9 Release. What will happen?

Normally, the add-on will work fine without any glitches. If you face problems with the Add-on,
you can contact us for support.

Product and Features Page shows errors with the Add-on. What do I do?
Check first if the error is because of the Add-on or because of clashes between 2 TDLs (An
add-on is also a TDL). In case of clashes, disable one or more TDLs and check which TDL has
error. If the Add-on has a problem, you can report it to us.

My Tally went into educational mode after installing the add-on. What do I do?
Go into Control Centre  Licensing & Configuration  TDL Management  F8: TDL
Config List  Select the site’s TDL configuration which has the Add-on and remove the
Add-on from the list. Update the license.

How do I find out if a new release of the Add-on is available?

Go to Control Centre  Licensing & Configuration  TDL Management and check under
version available Column.

How do I update to the latest release?

Go to Control Centre  Licensing & Configuration  TDL Management and check under
version available Column. If the version number shown under ‘Version Available’ column is
higher than the version number shown in Name of the Add-on, select the Add-on and press F4
or click on F4: Download to download the new version. Update the license and restart Tally
after download.

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How do I cross upgrade the Add-on from Silver to Gold Edition?
Go to Control Centre  Licensing & Configuration  TDL Management, select the Add-on
and press F6 or click on F6: Change Edition. Update the license and restart Tally after
download.

My Subscription for the Add-on has expired. How do I renew my subscription?

Go to Control Centre  Licensing & Configuration  TDL Management and check under
Subscription Expiry column. If the subscription is about to expire or expired, select the Add-on,
Press F5 or click on F5: Renew and fill in the required details to renew your subscription.
Update the license and restart Tally after download.

Will this add-on work in remote session?

No, this add-on will not work remotely.

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