Tally Sales Invoice Format in Excel (Download Free Template)

Basic Elements of a Tally Sales Invoice Format

How to Make Tally Sales Invoice Format in Excel: 7 Quick Steps

Step 1: Add Sales Invoice Header Including Company Details

Include Company Logo, Company Name, Detailed Address, Email, Phone Number, GSTIN Number, etc.

Read More: How to Create a Tally GST Invoice Format in Excel

Step 2: Add Sales Information to Invoice Header

Put the Date, Invoice ID, and Due Date. The due date is the last date of payment here.

Step 3: Add Customer Information to Sales Invoice

You have to make two sections here.

The first one will contain the information about the Billing Customer.

The second one will contain the details about who will receive the product. They are usually the same entity, but they might not be.

You will need at least the Name, Company Name, Address, Phone Number (or Email).

Step 4: Add Salesman Information

Add the Name, Ship Date, and Terms which will contain any instructions from the customer.

Step 5: Add Description of Sold Products

This is the main part of an invoice which contains the description of the product, quantity, price, and the total price for each product.

• To calculate the Total Price of each product, insert this formula into the cell to multiply the Unit Price by the quantity of the product.

• Use the Fill Handle icon to drag the formula or use Shortcuts Ctrl+C and Ctrl+P to copy and paste the formula to the other cells.
• Put the cells in the Currency format.

Step 6: Add Subtotal and Total Including Tax and Shipping Charges of Sales Invoice

Add the Subtotal, Tax Rate, Shipping Charge, and finally the Total Bill of the invoice.

• Use the SUM function to calculate the sum of the Unit Total values of the sold products. Insert this formula into the Subtotal cell:

• Then, insert the value of the Tax Rate.
• Calculate the Sales Tax for this invoice by inserting this formula into the cell:

• Input or calculate the Shipping Charge.
• Calculate the Total Bill with the following:

Step 7: Add Some Additional Features of the Sale

• List the terms and conditions of your company regarding the sold products.
• Add a place to take the signature of any authorized person.
• Add some greeting lines and contact information again for the customers.

Step 8: Save the File

Remove any information you don’t need and save the file as a template. You can reuse the file and save it with a new name for each order.

We have made this formatted on the A4 page so you can easily print it and use it.

Download Sample Workbook

You can download the practice workbook from here:

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