TallyPrime 7.1 Invoice Templates Explained: Features, Benefits, Customization Guide, Pros & Cons, and How to Switch Back to Classic Invoice Style
One of the biggest improvements introduced in TallyPrime Release 7.1 is the completely redesigned Invoice Print Template system. Earlier versions of Tally pr...
One of the biggest improvements introduced in TallyPrime Release 7.1 is the completely redesigned Invoice Print Template system. Earlier versions of Tally primarily relied on the traditional invoice format with limited customization unless a TDL customization was used. TallyPrime 7.1 changes this by providing professionally designed built-in invoice templates that businesses can customize without programming knowledge.
Whether you are a wholesaler, retailer, manufacturer, service provider, distributor, or GST-registered business, these new templates help create invoices that look more professional while maintaining statutory compliance.
What is Invoice Print Templates?
Invoice Print Templates are pre-designed invoice layouts included in TallyPrime 7.1.
Instead of printing the traditional Tally invoice, users can now choose from multiple modern layouts and customize them according to their company branding.
The new system allows:
- Company Logo
- Watermarks
- Header Images
- Footer Images
- Font customization
- Theme colors
- Background colors
- Custom Fields
- Terms & Conditions
- Field-level customization
- Save multiple templates
- Different default templates for different voucher types
All these features are available directly inside TallyPrime without editing TDL files for most common requirements.
Major Features of TallyPrime 7.1 Invoice Templates
1. Ready-to-use Professional Templates
TallyPrime provides several professionally designed invoice layouts.
These layouts are:
- Modern
- Clean
- GST compliant
- Easy to read
- Suitable for PDF sharing
- Optimized for printing
Instead of creating invoice formats manually, users can simply choose the template they like.
2. Company Logo Support
You can directly insert your company logo.
Benefits:
- Better branding
- Professional appearance
- Improves customer confidence
- Creates identity on invoices
3. Header Images
Instead of only displaying company name, you can insert:
- Company Banner
- Promotional Banner
- Business Information
- Marketing Image
Options include:
- First page only
- Every page
- Fit to page width
4. Footer Images
Businesses can insert:
- QR information
- Company slogan
- Warranty information
- Promotional banners
- Website
- Contact information
This creates a much richer invoice than previous versions.
5. Watermarks
Watermarks can now be:
Text Watermark
Examples
- PAID
- DUPLICATE
- CANCELLED
- SAMPLE
- CONFIDENTIAL
Image Watermark
Such as:
- Company Logo
- Brand Image
Customization includes:
- Opacity
- Alignment
- Size
- Color
6. Font Customization
Users can change:
- Font family
- Font size
- Font color
This helps highlight important information like:
- Invoice Total
- GST Amount
- Outstanding Balance
- Due Date
7. Theme Colors
Businesses can now apply:
- Corporate color
- Brand color
- Header colors
- Background colors
This creates a unique identity for invoices.
8. Custom Fields
One of the most powerful additions.
Examples:
- FSSAI Number
- Drug License Number
- Vehicle Number
- Agent Name
- Transport Details
- Delivery Person
- Customer Reference
- Internal Notes
These fields can be linked with existing Tally data or entered manually.
9. Edit Individual Field Properties
Each field can be customized independently.
You can change:
- Title
- Font
- Color
- Alignment
- Background
- Bold
- Italic
For example:
Instead of
Invoice No.
You can print
Bill No.
10. Save Multiple Templates
You may create different templates for:
- Retail Invoice
- Wholesale Invoice
- Export Invoice
- Cash Invoice
- Tax Invoice
- Service Invoice
Each template can be saved separately.
11. Set Different Default Templates
A different invoice template can be assigned for different Voucher Types.
Example:
Sales Invoice → Template A
Retail Invoice → Template B
Job Work Invoice → Template C
Benefits
Professional Appearance
Invoices look similar to professionally designed ERP systems.
Better Branding
Company identity becomes stronger.
Easy PDF Sharing
Invoices look much cleaner when shared through:
No Programming Required
Most customization can now be performed directly inside Tally.
Faster Setup
Earlier users needed:
- TDL
- Developer
- Custom Invoice
Now many requirements are available built-in.
Standardization
Every branch can use the same template.
Better Customer Experience
Modern invoices improve customer perception.
Advantages
✔ Better branding
✔ Professional invoice design
✔ Modern appearance
✔ Easy customization
✔ Save multiple templates
✔ Field level editing
✔ Header & footer images
✔ Watermarks
✔ Custom fonts
✔ Different templates for different voucher types
✔ Better PDF output
✔ No TDL needed for common requirements
Disadvantages
Like every feature, there are a few limitations.
Learning Curve
Users familiar with classic Tally invoices may need time to learn the new customization options.
Time Required Initially
Designing the perfect template may take some experimentation.
Some Advanced Customizations Still Need TDL
Highly industry-specific layouts or complex logic may still require TDL customization.
Existing Users May Prefer Classic Layout
Many accountants have used the traditional Tally invoice for years and may initially find the new layouts unfamiliar.
How to Enable Invoice Templates
Open any Sales Invoice.
Press:
Ctrl + P (Print)
Then press:
Ctrl + H (Change Template)
The Invoice Template screen opens.
Here you can:
- Select Template
- Customize Template
- Save Template
- Set Default Template
How to Customize Invoice
Inside the Invoice Template screen:
Use:
F4
Add or Remove Fields
Examples:
- Bank Details
- Contact Details
- GST Information
- QR Code
- Terms & Conditions
Use:
F5
Watermark
Use:
F6
Header Image
Use:
Alt + F6
Footer Image
Use:
F7
Custom Fields
Use:
F8
Fonts & Colors
Use:
F9
Field Properties
Use:
F10
Print Settings
How to Save Template
After customization:
Press
Ctrl + L
Save Template
Provide:
- Template Name
Choose:
- This Company
or
- All Companies
Set
Default = Yes
Save.
How to Use the Old Classic Tally Invoice Style
Many businesses still prefer the traditional invoice format because:
- Staff are familiar with it.
- Customers recognize it.
- Existing stationery matches it.
- Printed formats are already standardized.
TallyPrime 7.1 allows users to continue using the classic-style invoice instead of the new branded templates.
Method 1 – Copy Classic Configuration
Open the invoice.
Press:
Ctrl + P
Then:
Ctrl + H (Change Template)
Press:
Alt + S (Copy Configurations)
Select Yes.
This copies the common functional configurations from the classic Tally print format into the current template, giving a layout and behavior closer to the traditional invoice style while still using the new template framework.
Method 2 – Select the Classic/Default Template
From the Template List (F2), choose one of the standard predefined templates or revert to the default template supplied by Tally if you've customized another template. You can also remove a template as the default using Alt + L and select a different default template.
Note: TallyPrime 7.1 does not remove the traditional printing approach; businesses can continue using simple/default templates if they do not require modern branding.
Who Should Use the New Templates?
Recommended for:
- Retail Shops
- Wholesalers
- Manufacturers
- Traders
- Exporters
- Service Providers
- CA Firms
- Diagnostic Labs
- Educational Institutes
- Healthcare Businesses
- Distribution Companies
Final Verdict
Invoice Print Templates in TallyPrime 7.1 represent one of the most significant improvements in invoice presentation in recent years. Businesses can now produce professional, branded invoices with logos, colors, watermarks, custom fields, and flexible layouts—without relying on TDL for common customization needs. At the same time, organizations that prefer a simpler or more traditional look can continue using the classic-style configuration or standard templates, making the transition flexible rather than mandatory.
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