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:
- Ensure that you have created a sales invoice in Tally ERP 9.
- Make sure that the invoice is in a draft state (i.e., not yet sent to the customer).
- Set up your email settings in Tally ERP 9 (Settings > Email Settings).
Steps to mail an invoice in Tally ERP 9:
- Go to the "Sales" menu and select "Invoices" > "View/Alter" > "Draft Invoices".
- Select the invoice you want to mail and click on "Send" button.
- In the "Send Invoice" screen, select the email address of the customer from the "Email ID" field or enter a new email address.
- You can also add a subject to the email by entering it in the "Subject" field.
- Click on the "Attach" button to attach the invoice to the email. You can choose to attach the invoice in PDF or HTML format.
- Click on the "Send" button to send the email.
Additional options:
- You can also schedule the invoice to be sent at a later date and time by clicking on the "Schedule" button.
- You can add a note or a message to the email by clicking on the "Note" button.
- You can also send a copy of the invoice to a different email address by clicking on the "CC" button.
Tips:
- Make sure that the email address you enter is correct and valid.
- 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.
- 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.