Enabling the E-invoicing Feature in Tally Prime 

Published on: 28-02-2025

Enabling the E-invoicing Feature in Tally Prime 

Step 1: Ensure You Have the Latest Version of Tally Prime

Before starting the e-invoicing configuration, make sure that your Tally Prime is up-to-date. E-invoicing support is available only in the latest versions of Tally.

1. Go to Gateway of Tally > F12: Configure > Product & Features > Check for Updates.

Ensure your Tally is updated to the latest version that supports e-invoicing.

Step 2: Enable E-invoicing Feature in Tally Prime

To activate the e-invoicing feature in Tally Prime:

1. Go to Gateway of Tally.
2. Press F11: Features (on the top right).
3. Select Statutory & Taxation.
4. Under GST, find the option Enable e-Invoicing and set it to Yes.

This step ensures that Tally Prime is ready to create and handle e-invoices.

Step 3: Set Up Your Company for E-Invoicing

Ensure that your company details, such as GSTIN and other required information, are entered correctly:

1. Go to Gateway of Tally > F1: Select Company.
2. Select the company for which you want to enable e-invoicing.
3. Go to F11: Features > Statutory & Taxation.
4. In the GST section, ensure the following:
   • Enter your GSTIN correctly.
   • Enable GST if not already done.
   • Enable e-Invoicing (set to Yes).
5. After enabling e-invoicing, Tally will validate the GSTIN and sync it with the e-invoice portal.

Step 4: Set Up the GST Details for E-Invoicing

Once the feature is enabled, configure the necessary GST settings:

1. Go to Gateway of Tally > F11: Features > Statutory & Taxation.
2. Under the GST section, you can further enable the following:
   • Enable GST for Sales/Purchase and transactions related to GST.
   • Enable e-Invoicing for transactions above the prescribed turnover limit.

Ensure your GSTIN is correctly mentioned here, as it is essential for generating valid e-invoices.

Step 5: Create and Record a Sales Invoice

Once the e-invoicing feature is enabled and configured, you can start generating e-invoices.

1. Go to Gateway of Tally > Accounting Vouchers.
2. Select Sales Voucher (or Debit Note, Credit Note, etc., based on the transaction).
3. Enter the transaction details, including:
   • Item details
   • Tax details (GST rates)
   • Customer details
4. After entering the invoice details, save the voucher.

Step 6: Automatic Generation of E-Invoice

When you save the sales invoice in Tally, the following happens automatically:

1. Tally communicates with the IRP (Invoice Registration Portal).
2. The system generates the IRN (Invoice Reference Number) and a QR code for the invoice.
3. Tally then updates the invoice with these details, and it becomes valid for compliance.

Step 7: Viewing and Printing the E-Invoice

1. View E-Invoice: You can see the generated e-invoice with the IRN and QR code in Gateway of Tally > Display > Statutory Reports > GST > e-Invoice Register.
2. Printing the Invoice: Print the invoice directly from Tally with the IRN and QR code visible on the printed document. This ensures compliance with the e-invoicing guidelines.

Step 8: Syncing with the GST Portal

Tally automatically syncs your e-invoices with the GST Portal:

• You do not need to manually upload your e-invoices.
• Tally Prime can generate the required JSON files for submission to the GST portal if necessary, depending on your setup.

Step 9: e-Invoice Reporting in Tally

You can generate detailed reports for all e-invoices generated:

1. Go to Gateway of Tally > Display > Statutory Reports > GST > e-Invoice Register.
2. The e-invoice register will display all the details, including:
   • IRN (Invoice Reference Number)
   • Invoice number
   • Date and time of generation
   • QR code and other e-invoice details.

Troubleshooting Tips

If you face any issues with e-invoicing, consider the following checks:

• Ensure GSTIN is entered correctly in the company details.
• Verify your internet connection as the e-invoice process requires online communication with the IRP server.
• If there is any mismatch or missing information, Tally will display error messages to guide you in correcting the issue.

Conclusion

By following these steps, you can enable the e-invoicing feature in Tally Prime, generate compliant e-invoices, and ensure smooth GST filing for your business. This system simplifies compliance and saves time by automating the e-invoice generation process.