📎 This article includes 1 downloadable practice file ↓
Every transaction in Tally is a voucher. Learn the eight function keys and you can record almost anything.
| Key | Voucher | Use |
|---|---|---|
| F8 | Sales | Invoice to a customer |
| F9 | Purchase | Supplier’s invoice |
| F6 | Receipt | Money received |
| F5 | Payment | Money paid |
| F4 | Contra | Cash ↔ bank, bank ↔ bank |
| F7 | Journal | Adjustments, depreciation, provisions |
| Ctrl+F8 / Ctrl+F9 | Credit / Debit note | Returns, rate differences |
Bill-wise references
When recording a sale, choose New Ref with the invoice number. When the receipt comes, choose Agst Ref and pick that invoice. Outstanding reports then show exactly which invoices are unpaid.
Item vs accounting invoice
Item invoice (with stock items) updates inventory; accounting invoice (ledgers only) is for services. Switch with Ctrl+H in the voucher.
Where beginners go wrong
| Mistake | Fix |
|---|---|
| Receipts entered as On Account | Use Agst Ref to the invoice |
| Bank deposits entered as Receipt | Use Contra |
| Wrong date (system date) | F2 to change the voucher date first |
Menus follow TallyPrime (current versions); older Tally ERP 9 menus differ. GST rates and rules shown are examples; confirm current rules before filing.
Practice
Record the six vouchers in the checklist and check them in Day Book.
📎 Practice files for this article
- 📄Lesson 3 checklistStep-by-step exercises for this lesson.⬇ TXT · 417 B
Free to use for learning. Files with macros (.bas) are plain text — import them with Alt+F11 → File → Import File, and always test on a copy.
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