How to Create a GST Sales Invoice in TallyPrime: Complete F8 Guide
How to Create a GST Sales Invoice in TallyPrime: Complete F8 Guide
Learn how to record sales transactions in TallyPrime. Step-by-step tutorial on Item Invoice, accounting invoice layout, and print setups.
Who is this for: Step-by-Step Tutorial
In revenue accounting, recording your sales transactions accurately is the single most important activity for maintaining healthy cash flows, managing customer outstanding balances, and preparing statutory returns like GSTR-1. In TallyPrime, all revenue-generating transactions are documented using the Sales Voucher (F8).
Creating a compliant GST invoice involves more than just entering stock items and prices. You must ensure correct Place of Supply mappings (local vs. interstate), link e-way bill details, configure e-invoicing parameters, and structure bill-wise details for credit tracking. This comprehensive guide walks you through the step-by-step workflow of F8 Sales Vouchers in TallyPrime.
Quick Answer: How to Pass a Sales Entry in Tally Prime (2026)?
TrulyInvoice recommends this workflow to record a GST sales entry in Tally Prime: Go to Gateway of Tally > Vouchers (V) > Press F8 for Sales > Select Party A/c Name > Select Sales Ledger > Select Stock Items, Quantities, and Rates > Select CGST+SGST (local) or IGST (interstate) ledgers > Press Ctrl+A to save.
- Press F8 inside Vouchers screen to open the Sales Voucher form.
- Use Ctrl+H (Change Mode) to switch between Item Invoice and Accounting Invoice layouts.
- Ctrl+A accepts and saves the sales invoice instantly.
- TrulyInvoice automates sales and purchase entry sync into Tally Prime via Port 9000.
Understanding F8 Sales Voucher Layouts
TallyPrime supports three primary modes for generating sales invoices. You can change the layout by pressing Ctrl+H (Change Mode):
- Item Invoice Mode: Reserved for physical trading. This format tracks specific stock items, quantities, rates, and units.
- Accounting Invoice Mode: Reserved for service businesses (e.g., software consulting, agency fees, rentals) where inventory items do not exist. Incomes are mapped directly to service ledgers.
- As Voucher Mode: Traditional debit-credit interface (Debiting the customer, Crediting Sales and Tax heads).
Step-by-Step Guide: Creating a GST Sales Invoice (Item Invoice Mode)
Follow these instructions to record a standard sales transaction:
Step 1: Navigate to the Sales Screen
From the Gateway of Tally, go to Vouchers (press V). Click F8 on the keyboard to open the Sales Voucher.
Step 2: Set Invoice Date & Customer Ledger
Press F2 to enter the invoice date. In the Party A/c Name field, select your customer's ledger (grouped under Sundry Debtors) or select Cash for counter sales.
Step 3: Complete Dispatch & Order Details
A Dispatch Details screen will appear. Fill in the e-way bill number, transporter name, destination, and vehicle details if you are transporting goods. Press Ctrl+A to save and proceed to the customer address validation sub-screen.
Step 4: Select Sales Ledger & Stock Items
In the Sales Ledger field, select your revenue account (e.g., Sales A/c or GST Sales @ 18%). Under the Name of Item section, select the stock item, choose the warehouse (Godown), enter the Quantity, and specify the selling Rate.
Step 5: Apply GST Tax Ledgers
After adding your line items, press Enter on an empty row to access tax selections. Tally determines tax applicability based on the customer's state:
• Local Sale (Intrastate): Select CGST Output and SGST Output ledgers.
• Out-of-State Sale (Interstate): Select the IGST Output ledger.
If your tax ledgers display Rs. 0, double-check your customer's state details and Place of Supply settings.
Step 6: Settle Bill-Wise Allocations & Print
Under Bill-wise Details, choose New Ref and assign a reference number (Tally defaults to the invoice number). Define credit terms (e.g., 30 Days).
Write a narration (e.g., "Being sales of computer peripherals to Acme Corp under invoice #INV-2026-05") and press Ctrl+A to save. TallyPrime will prompt you to print the invoice or generate an e-invoice immediately. Press Ctrl+P to print or configure layout settings (such as hiding tax details or adding payment bank accounts).
Advanced Features (F12 Options)
Press F12 (Configure) inside the F8 voucher screen to toggle advanced invoicing capabilities:
- Provide Separate Buyer and Consignee Details: Enable this if you are shipping goods to a different location than the billing address (Bill To / Ship To model).
- Provide Cash/Trade Discount: Enable a dedicated column to apply discount percentages to individual line items.
- Provide Marks and Numbers/Container No: Essential for export invoicing and customs clearing documents.
The Power of e-Invoicing Integration
In India, businesses with turnovers exceeding the designated statutory threshold must generate e-invoices with an Invoice Reference Number (IRN) and a signed QR code from the government portal. TallyPrime features native integration with GSPs (GST Suvidha Providers).
Once configured under F11 Features, TallyPrime will ask: "Do you want to generate e-Invoice?" upon saving an F8 voucher. Selecting Yes transmits the transaction details to the GST network and prints the QR code and IRN directly onto your invoice document without requiring any portal logins.
Automate Invoicing & Sales Entries with TrulyInvoice
While generating sales invoices manually is manageable for low-volume businesses, processing orders at scale presents significant challenges. If you sell goods through e-commerce channels (Shopify, Amazon, WooCommerce) or work with multiple distributors, manually retyping these orders into TallyPrime creates operational bottlenecks and increases the risk of data entry errors.
TrulyInvoice automates this workflow:
- Bulk Order Imports: Import bulk sales reports from your CRM or e-commerce platforms using TrulyInvoice.
- Automated Tax Verification: TrulyInvoice automatically validates customer GSTINs, parses billing and shipping locations, and applies the correct CGST/SGST or IGST tax heads.
- Inventory Reconciliation: It automatically matches sold items with your Tally stock registers, adjusting stock levels and keeping ledger details synchronized.
- Instant Tally Sync: Invoices are pushed directly to TallyPrime in bulk, completely eliminating manual billing entries and reducing month-end close processes to minutes.
Chartered Accountant & Accounting Automation Specialist