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Record Sales in Tally e-Billing

Recording sales with VAT in Tally e-Billing is simple. You can record sales of goods and services, including sales with discounts, additional charges, and excise. Additionally, you can record export sales or zero-rated sales.

Record Sale of Goods | Item Invoice Mode

1. From Gateway > click Transactions > and then click Sales Invoice.
   By default, the sales invoice opens in Item Invoice Mode.
2. Enter the Invoice Issue Date and Transaction Date.
   By default, both dates are set to the current date. The Transaction Date can be the same as or later than the Invoice Issue Date, but cannot be earlier.
3. Select the Customer.
   Alternatively, you can create a new customer on the fly.
4. Select the Sales Ledger.
   By default, the ledger configured in the voucher type is prefilled. You can select a different ledger or create a new one, if required.
5. Enter the Stock Item details.
   
   1. Select the stock item or create a new stock item on the fly.
   2. Select the Nature of transaction.
      By default, the nature of transactions configured for the sales account is selected.
   3. Enter the Quantity and Rate.
6. Select the Output VAT Ledger.
   By default, the ledger configured in the voucher type is prefilled. You can select a different ledger or create a new one, if required.
7. Enter a Narration, if required.
8. Select the Payment Method as Cash, Bank Transfer, Online, Cheque, or Credit.
9. Enter the Transaction No. if you have selected the Payment Method as Bank Transfer, Online, or Cheque.
   
10. Click Save Invoice.
11. Enter the Bill-wise Details.
    
    
    1. In the Bill-wise Details for screen, select New Ref as the Type of Ref.
    2. Enter the reference number under Name.
    3. Click Accept.
12. Select Yes to save the voucher.
13. Print the invoice.
    
    1. In the Sales voucher screen, click Print (Original).
       The first print is marked as Original. Subsequent prints are marked as Copy of Original (1), Copy of Original (2), and so on.
    2. If Print after saving voucher is enabled in the voucher type, the Print Preview is displayed. Click Print in Print Preview.

Record Sale of Services | Account Invoice Mode

In the sales voucher,

1. Click Voucher Configuration and select the Invoice Mode as Account Invoice.
2. Click Add Row to enter the details.
3. Select the Ledger.
   By default, the sales ledger configured in the voucher type is prefilled. You can select a different ledger or create a new one, if required.
4. Enter a Description/Narration, as required.
5. Enter the Amount.
6. Enter the necessary details and click Save Invoice.

Record Sale with Additional Charges or Discounts

You can record sales with additional charges such as transportation, delivery, installation charges, and so on or discounts. If these charges apply to all sales, enable Additional Charges in the Voucher Type. Otherwise, you can add them to individual sales vouchers as required.

In the sales voucher,

1. Click Voucher Configuration and enable Additional Charges.
2. Select the required ledger in Additional Charges & Discounts field.
3. Enter the amount of additional charges or discount.
4. Enter the necessary details and click Save Invoice.

If the additional charges ledgers are created as VATable, VAT is calculated after including the additional charges in the taxable amount.

Record Sale with Item Discount

If you want to show the discount amount for each line item while recording sales, enable the Discount Column in the Voucher Type. Alternatively, you can enable it in individual sales vouchers as required.

In the sales voucher,

1. Click Voucher Configuration and enable the Discount Column.
2. For each stock item, enter the discount percentage in the Disc % field.
3. Enter the necessary details and click Save Invoice.

The total Item Discount is displayed in the Invoice Summary.

Record Sales with Excise

If you sell products such as liquor, cigarettes, or tobacco, excise is applicable along with VAT. You can configure the excise calculation method and rate while creating the Excise Tax Ledger and the stock item. The excise details specified for the stock item are used when calculating excise during sales.

In the sales voucher,

1. Select the stock item for which you have enabled excise.
2. Enter the necessary details and click Save Invoice.

Record Export of Goods and Services

If you are selling goods outside Nepal, you can record the sale in Tally e-Billing by selecting the appropriate Nature of Transaction. For exports, VAT is not applicable.

In the sales voucher,

1. Select the Customer located outside Nepal.
2. Select the Sales Ledger created for export.
3. Click Voucher Configuration and select the required Currency.
   In the voucher, the amount is calculated based on the standard rate configured in the Rate of Exchange.
4. Click Export and enter the export details. 
   Fields marked with * are mandatory.
   
   1. Export Country: Enter the name of the country where the goods are exported.
   2. Export Declaration No.: Enter the declaration number assigned by the customs authorities.
   3. Declaration Date: Enter the date on which the declaration number was issued.
   4. Place of Receipt: Enter the place where the goods will be received.
   5. Vessel/Flight No.: Enter the vessel or flight number used to export the goods.
   6. Port of Loading: Enter the name of the port from which the goods were loaded.
   7. Port of Discharge: Enter the name of the port where the goods will be unloaded.
   8. Shipping Bill No.: Enter the shipping bill number assigned by the customs authorities.
5. Enter the necessary details and click Save Invoice.

Record Zero-rated / Exempt Sales

Certain goods or services, such as supplies to diplomatic missions, supplies covered by eligible treaties or agreements, and specified supplies to industries operating in special economic zones, are zero-rated and taxed at 0%. A zero-rated sale remains a taxable transaction, allowing eligible businesses to claim or request a refund of applicable input VAT.

In contrast, supplies of exempt goods or services, such as agricultural products, education services, and certain livestock and animal products, are exempt from VAT. Businesses making exempt supplies generally cannot claim input VAT associated with those sales.

In the sales voucher,

1. Select the Sales Ledger created for zero-rated or exempted sales.
2. Select the stock item created for zero-rated or exempted goods.
3. Enter the necessary details and click Save Invoice.

Questions & Answers

1. How do I enter Order Details and Dispatch Details for my sales?
   If you want to enter Order Details and Dispatch Details for all sales transactions, enable them in the Sales Voucher Type. Otherwise, you can enable them from Voucher Configuration while recording a sales voucher.
   
2. Why am I not able to enter Voucher Number while recording the transaction?
   The Voucher Number is determined by the prefix and suffix configured for the voucher type and is displayed once the transaction is recorded.