i. Create Voucher Type ˆ POS Invoice with Class
Go to Gateway of Tally > Accounts Info. > Voucher Types > Create
1. Type the name of the Voucher Type as POS Invoice with Class.
2. Select the Voucher Type as Sales from the List of Voucher Types.
3. Type the Abbreviation as POS.
4. Method of Voucher Numbering is set by default to Automatic, but can be set to Manual or
None.
5. Set Use Advance Configuration to No.
6. Set Use EFFECTIVE Dates for Voucher to No.
7. Set Make ‘Optional’ as Default to No.
8. Set Use Common narration and Narration for each entry to No.
9. Set Print after saving Voucher to Yes.
10. Set Use for POS Invoicing to Yes and press Enter.
11. You will find two additional fields for messages and can use them as per your requirements.
Type Thank You and Visit Again in the Print Message 1 and Print Message 2 fields respectively.
12. Specify the Default Print Title as INVOICE.
13. Under Declaration, you can enter the statutory declaration if applicable. The same will be printed in the Tax Invoice.
14. Mention the Name of Class as POS Invoice and press Enter to view the Voucher Class screen
15.Enter the details as given in the table
Default Ledger Accounts for
POS Invoice |
Enable |
Ledger Name |
Gift Vouchers |
Yes |
Sodexo Gift Coupons |
Credit/Debit Card Payment |
Yes |
Citibank |
Cheque/DD |
Yes |
HDFC Bank |
Cash |
Yes |
Cash |
16. Under Default Accounting Allocations for each Item in Invoice enter the following details.
‡ Ledger Name: Create Ledger Sales @ 12.5% under Sales Account by selecting the appropriate VAT/Tax Class.
‡ VAT/Tax Class: Sales @ 12.5%
‡ Percentage %: 100
‡ The options Rounding Method and Rounding Limit are automatically skipped.
‡ Override using Item Default: No
17. Under Additional Accounting Entries to be added in Invoice, enter the following details.
‡ Ledger Name: Create ledger Output VAT @ 12.5% under Duties and Taxes. Select the
Type of Duty/Tax as VAT and VAT/Tax Class as Output VAT @ 12.5%.
‡ Type of Calculation: On VAT Rate
‡ Value Basis:12.5%
‡ Rounding Method: Not Applicable
‡ Rounding Limit: Automatically Skipped
‡ Remove if Zero: Yes
The resultant screen displays as shown. |