Printing your company’s bank details on a sales invoice makes it easier for customers to make payments through NEFT, RTGS, IMPS, or direct bank transfer. TallyPrime allows you to save your bank account information in a Bank Ledger and display it automatically on printed, exported, emailed, or WhatsApp-shared sales invoices.

The process involves two main steps:

1. Creating or updating the company’s Bank Ledger.
2. Enabling the Show Bank Details option in the sales invoice print configuration.

TallyPrime’s current invoice configuration allows you to enable Show Bank Details and select the required Bank Ledger while printing or sharing an invoice.

Part 1: Create a Bank Ledger in TallyPrime

Before bank details can appear on an invoice, a proper Bank Ledger must exist in TallyPrime.

Step 1: Open the Ledger Creation Screen

1. Open TallyPrime.
2. Select your company.

3. From the Gateway of Tally, press:

   Alt+G – Go To

4. Type:

   Create Master

5. Select:

   Ledger

Alternatively, you may use:

Gateway of Tally → Create → Ledger

Step 2: Enter the Bank Ledger Name

In the Ledger Creation screen, enter a suitable name such as:

• HDFC Bank Current Account
• ICICI Bank Account
• State Bank of India
• Axis Bank Current Account
• Company Bank Account

Using the bank name along with the account type makes it easier to identify the correct account when several bank accounts exist.

Example:

Name: HDFC Bank – Current Account

Step 3: Select the Ledger Group

In the Under field, select:

Bank Accounts

Do not place the ledger under:

• Cash-in-Hand
• Current Assets
• Sundry Debtors
• Sundry Creditors

The ledger must normally be grouped under Bank Accounts so that TallyPrime recognises it as a bank ledger.

Step 4: Enter Bank Account Details

Depending on your TallyPrime release and selected bank, the available fields may include:

• Account Holder Name
• Bank Account Number
• Bank Name
• Branch Name
• IFSC Code
• MICR Code
• SWIFT Code
• BSR Code
• Account Type
• UPI ID

Enter the information exactly as it appears in your bank records.

Example:

Account Holder Name: Bison Infosolutions
Bank Name: HDFC Bank
Account Number: 12345678901234
Account Type: Current Account
Branch: New Delhi Main Branch
IFSC Code: HDFC0001234
SWIFT Code: HDFCINBBXXX
UPI ID: bison@hdfcbank

Verify the account number and IFSC code carefully. Incorrect details printed on invoices may result in customer payments being delayed or transferred to the wrong account.

Step 5: Save the Bank Ledger

After completing the details, press:

Ctrl+A

The Bank Ledger will be saved.

Part 2: Alter an Existing Bank Ledger

When your bank ledger already exists but its account details are incomplete, follow these steps.

Step 1: Open the Alter Master Screen

1. Press Alt+G – Go To.

2. Type:

   Alter Master

3. Select:

   Ledger

4. Select the required Bank Ledger.

Step 2: Verify the Ledger Group

Confirm that the Under field is set to:

Bank Accounts

Step 3: Update the Bank Details

Enter or correct:

• Account holder’s name
• Account number
• IFSC code
• Branch name
• SWIFT code
• MICR code
• UPI ID
• Account type

Press Ctrl+A to save the changes.

Part 3: Create or Open a Sales Invoice

After creating the Bank Ledger, create a new sales invoice or open an existing one.

Method 1: Create a New Sales Invoice

1. From the Gateway of Tally, press:

   F8 – Sales

2. Select the customer in Party A/c Name.
3. Select the appropriate Sales Ledger.
4. Enter the stock item or service details.
5. Enter quantity, rate, GST, and other invoice information.
6. Press Ctrl+A to save the invoice.

Method 2: Open an Existing Sales Invoice

1. Press Alt+G – Go To.

2. Type:

   Day Book

3. Open the required sales voucher.
4. Press Enter to view or alter it.

You may also use Page Up from the Sales Voucher screen to open previously entered vouchers.

Part 4: Enable Bank Details in the Sales Invoice

This is the main step that controls whether the bank information appears on the invoice.

Step 1: Open the Invoice Print Screen

While the sales invoice is open, press:

Ctrl+P – Print

Select:

Current

In some TallyPrime screens, you can also use:

Alt+P → Current

TallyPrime’s current printing workflow allows you to open the invoice, press Ctrl+P, configure the output, preview it, and print it.

Step 2: Open Print Configuration

On the Print screen, press:

C – Configure

You may also press:

F12 – Configure

The exact shortcut displayed can vary according to the TallyPrime release and screen.

Step 3: Find the Show Bank Details Option

In the configuration screen, locate:

Show Bank Details

Set it to:

Yes

You may type “Bank Details” in the configuration search field to locate the option quickly.

Step 4: Select the Bank Ledger

After enabling Show Bank Details, TallyPrime will show a field such as:

Bank Name

Press Enter on this field and select the required Bank Ledger.

Example:

HDFC Bank – Current Account

TallyPrime uses the details stored in the selected Bank Ledger and includes them in the invoice while printing, exporting, emailing, or sharing it through WhatsApp.

Step 5: Save the Print Configuration

Press:

Ctrl+A

This saves the print configuration.

In most cases, TallyPrime remembers the configuration for subsequent invoices of the same type. However, you should verify the invoice preview before sending it to a customer.

Part 5: Preview the Invoice

Before printing, exporting, or sending the invoice, verify that the bank details are correct.

On the Print screen, press:

I – Preview

Check whether the invoice displays:

• Bank name
• Account holder’s name
• Account number
• Branch name
• IFSC code
• SWIFT code, where applicable

The details normally appear near the bottom portion or footer of the invoice.

If all information is correct, proceed with printing or exporting.

Part 6: Print the Sales Invoice

After checking the preview:

1. Return to the Print screen.

2. Press:

   P – Print

3. Select the printer.
4. Confirm the paper size and orientation.
5. Print the invoice.

Part 7: Export the Invoice as a PDF

To send the invoice electronically, you can export it as a PDF.

1. Open the sales invoice.

2. Press:

   Ctrl+E – Export

3. Select:

   PDF

4. Open Configure.
5. Confirm that Show Bank Details is enabled.
6. Select the required Bank Ledger.
7. Choose the export folder.
8. Enter the file name.
9. Complete the export.

Open the exported PDF and confirm that the bank account details are visible before sending it to the customer.

Part 8: Email or WhatsApp the Invoice

TallyPrime can also include the selected Bank Ledger details when the invoice is emailed or shared through WhatsApp.

Email

1. Open the sales invoice.

2. Press:

   Ctrl+M – E-mail

3. Open Configure.
4. Enable Show Bank Details.
5. Select the Bank Ledger.
6. Preview the invoice attachment.
7. Send the email.

WhatsApp

1. Open the sales invoice.
2. Select the WhatsApp sharing option available in your TallyPrime release.
3. Open the sharing configuration.
4. Enable Show Bank Details.
5. Select the Bank Ledger.
6. Preview and share the invoice.

The same invoice configuration can control bank details when printing, exporting, emailing, or sharing through WhatsApp.

How to Change the Bank Account Printed on an Invoice

When your company maintains multiple bank accounts, you can select a different account while printing.

1. Open the sales invoice.
2. Press Ctrl+P.
3. Select Current.
4. Press C – Configure.
5. Locate Show Bank Details.
6. Keep it enabled.
7. Open the Bank Name field.
8. Select another Bank Ledger.
9. Press Ctrl+A.
10. Preview the invoice.

This is useful when different customers need to pay into different company accounts.

How to Remove Bank Details from an Invoice

To print an invoice without bank details:

1. Open the sales invoice.
2. Press Ctrl+P.
3. Select Current.
4. Press C – Configure.
5. Set Show Bank Details to No.
6. Press Ctrl+A.
7. Preview and print the invoice.

This does not delete the Bank Ledger. It only hides the bank details from the invoice output.

Bank Details Are Not Showing: Troubleshooting

Problem 1: Show Bank Details Option Is Disabled

Solution

1. Open the invoice.
2. Press Ctrl+P.
3. Select Current.
4. Press C – Configure.
5. Search for Show Bank Details.
6. Set it to Yes.
7. Select the Bank Ledger.
8. Save the configuration.

Problem 2: Bank Ledger Is Not Available for Selection

Possible Causes

• The ledger is not grouped under Bank Accounts.
• The ledger was created under the wrong group.
• The bank ledger has not been saved.
• A normal ledger was created instead of a bank ledger.

Solution

1. Press Alt+G.
2. Open Alter Master → Ledger.
3. Select the ledger.
4. Change Under to Bank Accounts.
5. Complete the bank details.
6. Press Ctrl+A.

Problem 3: Account Number or IFSC Code Is Missing

Solution

1. Alter the Bank Ledger.
2. Enter the missing account number.
3. Enter the IFSC code.
4. Enter the branch name.
5. Save the ledger.
6. Reopen the invoice preview.

Problem 4: Old Bank Details Are Still Printing

Solution

1. Alter the Bank Ledger and verify the updated information.
2. Save it with Ctrl+A.
3. Close and reopen the sales invoice.
4. Open the print configuration.
5. Reselect the correct Bank Ledger.
6. Preview the invoice again.

Problem 5: Wrong Bank Account Is Printing

Solution

1. Open the invoice print configuration.
2. Locate Bank Name.
3. Select the correct Bank Ledger.
4. Press Ctrl+A.
5. Preview the invoice.

Problem 6: Bank Details Appear in Print but Not in PDF

Print, export, email, and WhatsApp configurations may be maintained separately.

Solution

1. Open the invoice.
2. Press Ctrl+E – Export.
3. Select PDF.
4. Open Configure.
5. Enable Show Bank Details.
6. Select the Bank Ledger.
7. Export the invoice again.

Problem 7: Bank Details Appear on One Invoice but Not Another

Different voucher types may have different print configurations.

For example:

• Sales
• Retail Sales
• Tax Invoice
• Service Invoice
• Export Sales

Open an invoice created under the affected voucher type and enable bank details in its own print configuration.

Adding UPI or QR Code Payment Details

Newer TallyPrime configurations may allow payment links or QR codes to be printed on invoices.

To configure a payment request:

1. Open the sales invoice.
2. Press Ctrl+P.
3. Select Current.
4. Press C – Configure.
5. Locate Method of Payment Request.
6. Select:
   • Link
   • QR Code
   • Link & QR Code
7. Preview the invoice.
8. Print or export it.

TallyPrime’s printing help confirms that a sales invoice can be configured to include a payment link, QR code, or both.

A QR code is different from ordinary printed bank details. Bank details display account information, whereas a payment QR code may allow the customer to initiate payment by scanning the code.

Recommended Bank Details Format on an Invoice

A clear format may look like this:

Bank Details for Payment

Account Name: Bison Infosolutions
Bank Name: HDFC Bank
Account Number: 12345678901234
Account Type: Current Account
Branch: New Delhi Main Branch
IFSC Code: HDFC0001234
SWIFT Code: HDFCINBBXXX
UPI ID: bison@hdfcbank

Always confirm that the account holder’s name matches the bank account records.

Important Security Precautions

1. Confirm the bank account number before printing invoices.
2. Verify the IFSC code from an official bank document.
3. Restrict ledger alteration rights for normal Tally users.
4. Do not print sensitive banking credentials such as internet banking passwords, debit-card numbers, CVV, PIN, or OTP.
5. Print only the information customers require for transferring payment.
6. Review invoices after any change in the company’s bank account.
7. Inform customers formally when your bank account changes.
8. Be cautious of invoice manipulation and business email compromise.
9. Use a digitally signed PDF where appropriate.
10. Maintain a backup of the Tally company data before making major master changes.

Recommended User Rights

Only authorised users should be permitted to:

• Create Bank Ledgers
• Alter Bank Ledgers
• Change invoice print configurations
• Select alternate bank accounts
• Export invoices
• Email invoices
• Modify company details

This helps prevent unauthorised replacement of genuine bank details with fraudulent account information.

Quick Shortcut Summary

Create Bank Ledger: Alt+G → Create Master → Ledger
Alter Bank Ledger: Alt+G → Alter Master → Ledger
Open Sales Voucher: F8
Save Ledger or Voucher: Ctrl+A
Print Current Invoice: Ctrl+P
Print Configuration: C or F12
Preview Invoice: I
Print Invoice: P
Export Invoice: Ctrl+E
Email Invoice: Ctrl+M

Final Verification Checklist

Before sending the sales invoice to the customer, verify:

• Bank Ledger is under Bank Accounts
• Correct bank account is selected
• Account holder’s name is correct
• Account number is correct
• IFSC code is correct
• Branch name is correct
• SWIFT code is included for international payments
• Show Bank Details is enabled
• Bank details appear in Print Preview
• Bank details appear in the exported PDF
• No confidential banking credentials are printed

Conclusion

Adding bank details to a sales invoice in TallyPrime is a simple but important configuration. First, create or update the company Bank Ledger under the Bank Accounts group and enter the correct account information. Next, open the sales invoice print configuration, enable Show Bank Details, and select the required Bank Ledger.

Always preview the invoice before printing, exporting, emailing, or sharing it. This ensures that customers receive accurate payment information and helps your business collect payments without unnecessary delays.

 

#TallyPrime #Tally #TallyTutorial #TallyTraining #SalesInvoice #BankDetails #InvoicePrinting #TallyInvoice #GSTInvoice #TaxInvoice #BankLedger #AccountingSoftware #TallyTips #TallyGuide #TallyPrimeTutorial #InvoiceSetup #PrintConfiguration #ShowBankDetails #BusinessInvoice #PaymentDetails #IFSCCode #AccountNumber #BankTransfer #NEFT #RTGS #IMPS #UPIPayment #InvoicePreview #PDFInvoice #DigitalInvoice #GSTBilling #Accounting #Bookkeeping #BusinessAccounting #TallyGST #SalesVoucher #VoucherEntry #LedgerCreation #InvoiceCustomization #TallySupport #TallyTroubleshooting #IndianBusiness #SmallBusiness #BusinessPayments #CustomerPayments #InvoiceFooter #BankAccount #TallyStepByStep #AccountingTutorial #BisonInfosolutions