- Tally.erp 9 Free Download
- Short Notes On Tally Erp 9 Pdf
- Pdf Notes On Tally Erp 9 Basics
- Tally Tutorial Pdf Free Download
Tally study material pdf download in english and hindi, tally pdf notes in english, tally erp 9 notes pdf download in english 2019. Tally ERP 9 Notes in Hindi: Hello Friends, Is post me hum aapko Tally ERP 9 Learning Book in Hindi PDF Free Download provide karne wale hai. Jisme hum aapko how to learn tally in hindi pdf, tally book in hindi, tally notes in hindi pdf or tally erp 9 notes in hindi pdf ke sabhi important notes provide karege.
- Release Notes
- Installation and Licensing
- Rental License
- Maintaining Company Data
- F11: Company Features
- F12: Configuration
- Printing
- Creating Masters
- Accounts Information
- Groups
- Ledgers
- Voucher Types
- Inventory Information
- Stock Groups
- Stock Categories
- Stock Items
- Accounts Information
- Voucher Entry
- Accounting Vouchers
- Contra Entry
- Payment Entry
- Sales Entry
- Journal Entry
- Inventory Vouchers
- Stock Journal Voucher
- Optional & Non-Accounting Vouchers
- Order Processing
- Sales Order Processing
- Advanced Voucher Entry
- Accounting Vouchers
- Advanced Accounting and Inventory Features
- Cost Categories
- Cost Centres
- Budgets
- Interest Calculations
- Cheque Printing
- Multi-Currency
- Multi Address
- Credit Limits
- Scenario Management
- Job Costing
- Creating Masters for Job Costing
- Job Costing Transactions
- Job Costing Reports
- Reorder levels and Reorder Quantity
- Price Levels and Price Lists
- Point of Sale (POS)
- Pre-Closure of Order
- Item Cost Tracking
- Reports
- Display Financial Statements
- Display Balance Sheet
- Display Profit & Loss A/c
- Display Receipts & Payments A/c
- Display Trial Balance
- Display Registers & Ledgers
- Display Sales Register
- Display Cash Book
- Display Statement of Accounts
- Display Inventory Reports & Statements
- Displaying Stock Summary
- Displaying Stock Items
- Location / Godown Summary
- Movement Analysis
- Stock Ageing Analysis
- Sales and Purchase Orders
- Management Information System (MIS) Reports
- Receivables and Payables
- Cost Centre Reports
- Cash Flow Projection
- Ratio Analysis Report
- Exceptional Reports
- Display Financial Statements
- Banking
- Cheque Management
- Cheque Printing
- Post Dated Cheques
- e-Payments
- e-Payment Report
- Bank Reconciliation
- Cheque Management
- Job Work
- Creating Masters
- Job Work Out Process (Transactions & Reports
- Job Work Out Transactions
- Job Work Out Reports
- Order Outstandings
- Job Work Registers
- Job Work Analysis
- Job Work In Process (Transaction & Reports)
- Job Work In Transactions
- Job Work In Reports
- Order Outstandings
- Job Work Registers
- Job Work Analysis
- Statutory and Taxation
- Taxation - India
- GST
- Regular
- Start Using Tally.ERP 9 for GST Compliance
- Other Scenarios
- GSTR-1
- GSTR-2
- GSTR-3B
- Other Reports
- Composition
- Regular
- Getting Started with Statutory and Taxation
- Define Statutory Details and Record Transactions
- Configuring Statutory Details
- Tax Rate Setup
- Generate and File Returns
- Define Statutory Details and Record Transactions
- Service Tax
- Defining Service Tax
- Masters
- Party Ledgers
- Tax Ledgers
- Inventory Masters
- Transactions
- Recipient Liability
- Adjustment Entries
- Payment
- Reports
- Form ST3
- TDS
- Masters
- Transactions
- TDS on Interest Payable or Paid
- TDS Reports
- Form 26Q
- Form 27Q
- TCS
- Masters
- Transactions
- Payment of TCS
- Form 27EQ
- VAT
- Defining Tax Rate
- Masters
- Purchases
- Sales
- Journal Vouchers
- Reports
- Exceptions for VAT
- Andhra Pradesh
- Form VAT 200 (Andhra Pradesh)
- e-VAT Annexures
- Assam
- e-VAT Form 13 (Assam)
- e-VAT Annexures
- Bihar
- e-VAT Form RT-I (Bihar)
- e-VAT Form RT-III (Bihar)
- e-VAT Annexures to Form RT-I (Bihar)
- e-VAT Annexures to Form RT-III (Bihar)
- Payment Challan (Bihar)
- Chandigarh
- e-VAT Form VAT 15 (Chandigarh)
- e-VAT Annexures
- Challan
- Chhattisgarh
- VAT Form 17
- e-VAT Annexures
- CST Form and e-CST Annexure
- e-Requisition Forms
- Challan
- Dadra and Nagar Haveli
- Form DVAT 16
- Annexures
- e-CST Online Forms
- Delhi
- Form DVAT 16 (Delhi)
- VAT Annexures
- e-VAT Annexures
- Physical Annexures
- VAT Annexures
- Form DVAT 16 (Delhi)
- Goa
- Physical and e-VAT Form VAT III (Goa)
- Physical and e-VAT Annexures
- Gujarat
- e-VAT Form 201 (Gujarat)
- e-VAT Form 205 (Gujarat)
- e-VAT Annexures (Gujarat)
- e-CST Form and Annexures (Gujarat)
- Haryana
- Form VAT R1 (Haryana)
- e-VAT Annexures
- Himachal Pradesh
- e-VAT Form VAT-XV
- e-VAT Annexures
- e-Declaration Forms
- e-Requisition Forms
- Jammu and Kashmir
- Form VAT XI
- Annexures
- Jharkhand
- Form VAT 200
- CST Form
- e-VAT Annexures
- e-Sugam
- e-Requisition Forms
- Karnataka
- VAT Form 100
- e-VAT Annexures
- Sales Annexures
- Purchase Annexures
- Kerala
- e-VAT Annexures
- Madhya Pradesh
- e-VAT Form 10 (Madhya Pradesh)
- Maharashtra
- e-VAT Form 231 (Maharashtra)
- e-VAT Form 233 (Maharashtra)
- e-CST Form III E (Maharashtra)
- e-VAT Annexures
- Odisha
- e-VAT Form VAT 201 (Odisha)
- e-VAT Annexures
- e-CST Form and Annexures
- Puducherry
- Form I (Puducherry)
- Physical and e-VAT Annexures
- CST Form 1
- Punjab
- e-VAT Form 15 (Punjab)
- e-VAT Worksheets (Punjab)
- e-VAT VAT Annexures (Punjab)
- Challan (Punjab)
- Rajasthan
- Form VAT 10 (Rajasthan)
- e-VAT Annexures
- e-CST Form and Annexures
- e-CST Annexures
- Tamil Nadu
- e-C Tax (Tamil Nadu)
- e-VAT Purchase and Sales Annexures
- VAT Form I (Tamil Nadu)
- Annual Return - Form I - 1 (Tamil Nadu)
- CST Form I (Tamil Nadu)
- e-C Tax (Tamil Nadu)
- Telangana
- VAT Form 200 (Telangana)
- CST Form
- Annexures
- Uttar Pradesh
- Form XXIV
- e-VAT Annexures
- Physical and e-CST Form
- e-CST Annexures
- Uttarakhand
- e-VAT Form VAT III
- e-VAT Annexures
- Other Reports
- West Bengal
- Form 14
- VAT Annexures
- CST Annexures
- Receipt Forms
- Excise
- Excise for Manufacturers
- Defining Duty Rates
- Creating Masters
- Transactions
- Adjustment Entries
- Reports
- Excise Forms
- Form ER 1
- Form ER 3
- Form ER 8
- Form ER8 - Jewel
- Form ARE
- Excise Forms
- Excise Registers
- CENVAT Registers
- Export Reports
- Excise for Dealers
- Defining Tariff and Rate of Duty
- Masters
- Transactions
- Excise Credit Note
- Reports
- Generating Form 2
- Excise for Importers
- Defining Duty Rates
- Creating Masters
- Transactions
- Reports
- Excise for Manufacturers
- GST
- VAT - GCC
- Start Using Tally.ERP 9 for GCC VAT
- Record Transactions
- GCC VAT Returns
- Reports
- VAT - Kenya
- Getting Started with VAT
- Tax Rate Setup
- VAT in Tally.ERP 9
- Creating Masters
- Purchases
- Sales
- Adjustments & Payments
- Reports
- VAT Form-3
- Taxation - India
- Payroll
- Enabling Payroll in Tally.ERP 9
- Creating Payroll Masters (Payroll Info)
- Creating Employee Master
- Creating Attendance / Production Types
- Creating Pay Heads
- Creating Earnings Pay Head
- Creating Employee Deductions Pay Head
- Creating Employees' Statutory Deductions Pay Head
- Creating Employer's Statutory Contribution Pay Head
- Creating Employer's Other Charges Pay Head
- Defining Salary Structures
- Configuring Income Tax
- Creating Payable Ledgers
- Payroll Voucher Entry / Transactions
- Payroll Payment Transactions
- Creating Payroll Vouchers
- Payroll Reports
- Statements of Payroll
- Pay Slip
- Employee Profile
- Attendance Reports
- Expat Reports
- Payroll Statutory Reports
- Payroll Statutory Summary
- Employee's Provident Fund (EPF) Reports
- Employee's State Insurance (ESI) Reports
- Professional Tax Reports
- National Pension Scheme (NPS) Reports
- Income Tax Reports
- Returns
- E-Return
- Exception Reports
- Statements of Payroll
- Audit/Verification Tools
- India
- Auditing & Compliance Scenarios
- Statutory Audit
- Audit Documentation
- Statutory Audit Dashboard
- Verification of Chart of Accounts
- Verification of Balances
- Pending Documents
- Pending Purchase Order Summary
- Pending Sales Order Summary
- Pending Purchase Bills Summary
- Pending Sales Bills Summary
- Pending Bills Receivables Summary
- Pending Bills Payables Summary
- Periodic Payments and Receipts
- Repeated Transactions
- Relative Size Factor (RSF)
- Other Analysis
- Auditing
- Verification of Vouchers
- Related Party Transactions
- Forex Transactions
- MSME Transactions
- Salary/Wages Payments
- Audit Journals
- Financial Statements
- Schedule-VI Balance Sheet
- Schedule-VI Profit and Loss Account
- Audit and Compliance Info
- International
- Data Analysis
- Verification of Balances
- Pending Documents
- Periodic Payments and Receipts
- Verify
- Verification of Vouchers
- Related Party Transactions
- Forex Transactions
- Verification
- Data Analysis
- India
- Tally Software Services (TSS)
- Authorising Security Levels
- Assigning Security Controls
- Data Management
- Backup & Restore
- Split a Company
- Import Data
- Export of Data
- E-Capabilities
- Tally ODBC
- Access Controls & Security Management
- Security Controls
- Tally Audit Feature
- TallyVault
- Data Synchronisation
- On-Demand Synchronisation
- Synchronisation via Tally.NET Server
- Online Synchronisation
- Synchronisation via Private Network
- Synchronisation via Tally.NET Server
- On-Demand Synchronisation
- Short Message Service (SMS)
- Configure Tally.ERP 9 for SMS
- Natural Language
- Control Centre
- Jobs & Recruitment
- Recruitment
- Account Management
- Account TDLs
- Jobs & Recruitment
- Support Centre
- Accessing Support Centre
- Error Messages
- Table Search
- TallyShop
Tutorial Summary
Last Updated on
Credits note is used when we want to credit a party ledger in our books due to some reasons.For example damaged goods sent to party. And party or customer made a claim.Another situation is all goods sold to party returned. Or in case we want to allow some discount some days after a sale. You need to issue a credit note. Credit Note is a formal document issued to a party stating that you are crediting their Account in your Books of Accounts. In return the party who is receiving credit note shall issue a debit note stating that they have debited our account against the credit note issued.
Types of credit note entry
You can enter credit note either in voucher mode or in invoice mode.
Activation of Credit note in Tally ERP 9
To enable credit note go to F11 Features: F1 Accounting / F2 Inventory features. Credit note activation is available in both accounting features & inventory features.
- Activate Use debit and credit notes : Yes F11: Accounting Features.
Ctrl+ A to save the voucher.
How to activate credit note in Invoice & Voucher Mode?
- In F11 Accounting feature,just below the option option ‘Use debit and credit notes‘: There is another option called Record credit notes in invoice mode.
- For activating Invoice mode; Enable this option typing Yes.
- For activating Voucher Mode; Disable this option Keeping: No
How to access credit note entry voucher?
Go to Gateway of Tally > Accounting Vouchers
Click on Credit note button provided at the right button panel or use short-cut key Ctrl+F8
Upon clicking the credit note button you will get Credit note voucher as shown below.
On the lower right bottom of the screen you will find a button As Vocuher, Clicking this button will change the the voucher type to enter in voucher mode.This button will work as a toggle between voucher and Invoice mode. You can also use shotcut keyCtrl+V.
Example credit note entry in invoice mode
Normally credit notes are entered in invoice mode when there are stock item involved in it. For example,
On 01-02-2018 ABC Ltd sold 10 No Air conditioner to National Electronics @ 25000/ PCS through invoice number EL2478-17-18 . On 02-02-2018 National Electronics retuned 3 Nos due to complaint.
This is the example of a sales return when you are returning goods to the supplier, the buyer shall issue a debit note to the seller and the seller issue a credit note in return.
Here ABC Ltd needs to issue credit note, To do that they need to pass a credit note entry their books.let’s learn how to create this.
Go to Gateway of Tally > Accounting Voucher > Credit note or use shortcut key Ctrl+ F8
Click on As Invoice button at the bottom right
Change the voucher date to the date of return here 02-02-2018 by pressing F2 Function Key or clicking on Date button.
In the Original Invoice No filed enter the invoice number of sale , here EL2478-17-18.
Original Invoice Date: 01-02-2018
Party A/c Name: Enter the name of party returned the goods. Here it is National Electronics.
Sales Ledger: Select the same sales ledger used at the time of entering sale voucher.
Name of item: select the stock item returned. here air conditioner
Enter quantity returned, rate is same as in the sales invoice. press enter key untill you reach narration.
Provide a narration if required.
Hit enter key to save the voucher.
Credit note entry in voucher mode
Lets have an example for voucher mode entry. A Special discount allowed to Customer B for quick payment of bills Rs 1500.00.
Click on As voucher button.
Tally.erp 9 Free Download
Select the customer name ,enter the credit amount right after To
Select the discount ledger,enter the debit amount right after By
Press enter & save.
How to print credit note?
Access Debit note in alteration mode ( Just press Page Up button from where you have created credit note) and click on Print button at the top the screen. or Use shortcut key Alt + P
How to export credit note in pdf or jpeg format?
Short Notes On Tally Erp 9 Pdf
To export a credit note access it in alteration mode,
Pdf Notes On Tally Erp 9 Basics
- click on export button at the top of the screen. you will see this button in above image.
- Voucher export dialogue box will appear
- Press backspace.
- In the format select the format you want, jpeg or pdf or xml, or html.excel etc.
- Type the export location press enter and accept the screen the voucher will have exported.