How to mail invoice in tally erp 9

In Tally ERP 9, you can mail invoices to your customers using the "Send Invoice" feature. Here's a step-by-step guide on how to do it:

Prerequisites:

  1. Ensure that you have created a sales invoice in Tally ERP 9.
  2. Make sure that the invoice is in a draft state (i.e., not yet sent to the customer).
  3. Set up your email settings in Tally ERP 9 (Settings > Email Settings).

Steps to mail an invoice in Tally ERP 9:

  1. Go to the "Sales" menu and select "Invoices" > "View/Alter" > "Draft Invoices".
  2. Select the invoice you want to mail and click on "Send" button.
  3. In the "Send Invoice" screen, select the email address of the customer from the "Email ID" field or enter a new email address.
  4. You can also add a subject to the email by entering it in the "Subject" field.
  5. Click on the "Attach" button to attach the invoice to the email. You can choose to attach the invoice in PDF or HTML format.
  6. Click on the "Send" button to send the email.

Additional options:

  1. You can also schedule the invoice to be sent at a later date and time by clicking on the "Schedule" button.
  2. You can add a note or a message to the email by clicking on the "Note" button.
  3. You can also send a copy of the invoice to a different email address by clicking on the "CC" button.

Tips:

  1. Make sure that the email address you enter is correct and valid.
  2. You can also use the "Send Invoice" feature to send invoices to multiple customers at once by selecting multiple invoices and clicking on the "Send" button.
  3. You can also use the "Send Invoice" feature to send invoices in bulk by selecting a range of invoices and clicking on the "Send" button.

By following these steps, you can easily mail invoices to your customers using Tally ERP 9.