How Mapping and Posting Tally Ledger for Additional Line Items in Invoice Particulars

Prerequisites

• User must have access to Invoice Creation and  Invoice Alter.

• Relevant Tally ledgers must already exist in Tally.

• Tally integration must be enabled and active.

Process Overview

The process consists of the following steps:

1. Mapping the Tally ledger while adding an additional line item

2. Posting the invoice and generating the accounting entry in Tally

Step 1: Map Tally Ledger While Adding an Additional Line Item

1. Navigate to Invoice Creation → Invoice Particulars screen.

2. Click on Add Additional Line Item.

3. Enter the required details such as:

   • Line Item Description

   • Amount

   • Tax details (if applicable)

4. Locate the Tally Ledger selection field.

5. Select the appropriate Tally ledger from the dropdown list.

6. Verify the mapping and click Save.

Outcome

The additional line item is successfully saved along with the selected Tally ledger mapping.

Step 2: Post Invoice to Tally

1. Review the complete invoice details, including:

   • Standard invoice line items

   • Additional line item(s) with mapped Tally ledger

2. Click on Post Invoice to Tally

3. The system validates the invoice and initiates posting to Tally.

4. During posting:

   • The additional line item is posted as a separate entry in Tally.

   • The posting uses the mapped Tally ledger selected in Step 1.

   • The system generates the actual voucher/particular entry in Tally.

Outcome

The invoice is successfully posted to Tally, and the additional line item is reflected as a separate ledger entry with the correct amount and ledger mapping.