How to mail a bill from tally
Tally is an accounting software, and it doesn't have a built-in feature to mail bills directly. However, you can export the bill data from Tally and then use a third-party software or service to print and mail the bills. Here's a step-by-step guide to help you achieve this:
Step 1: Export bill data from Tally
- Open Tally and go to the "Ledger" or "Voucher" screen, depending on the type of bill you want to mail.
- Select the bills you want to export by checking the boxes next to them.
- Click on "File" > "Export" > "Export Vouchers" (or "Export Ledger" if you're exporting a ledger).
- Choose the export format (e.g., CSV, Excel) and specify the export location.
- Click "Export" to export the bill data.
Step 2: Prepare the bill data for mailing
- Open the exported file in a spreadsheet software like Microsoft Excel or Google Sheets.
- Format the data as needed to match your bill template. You can add columns for the bill amount, due date, payment terms, and any other relevant information.
- Remove any unnecessary columns or data.
Step 3: Print the bills
- Use a spreadsheet software or a word processor like Microsoft Word to create a bill template.
- Insert the formatted bill data into the template.
- Print the bills on paper or cardstock, depending on your preference.
Step 4: Mail the bills
- Sort the printed bills by due date or customer name to make it easier to mail them.
- Use a postage meter or stamps to affix the postage to each bill.
- Mail the bills to your customers using a mail carrier or a shipping service like USPS, UPS, or FedEx.
Alternative: Use a third-party bill printing and mailing service
If you don't want to export and print the bills yourself, you can use a third-party service that specializes in bill printing and mailing. These services can help you print and mail your bills quickly and efficiently. Some popular options include:
- Bill.com
- FreshBooks
- QuickBooks
- BillPay
These services often integrate with Tally and other accounting software, making it easy to export and print your bills.