Export invoices for Tally
Download a single invoice or a batch of released sales invoices as Tally XML, with customer, sales and tax ledger details.
ACCOUNTING EXPORTS & INVOICE DOCUMENTS
Tally exports, e-invoices and e-way bills.
Export sales invoices to Tally. Generate e-invoices and e-way bills through your configured provider, with document references and status available against each invoice.
Included in Advance · Provider setup required
Invoice documents 06 Nov 2026
INV-0126 · Atlas WorksSales invoiceAccounts & dispatch references
ReleasedInvoice total₹70,800E-documents2 generated
Tally XML export available
E-invoice generatedIRN & acknowledgement saved
E-way bill generatedBill reference & validity saved
Illustrative workspace · Sample data
FROM THE INVOICE TO YOUR ACCOUNTS TEAM
Export invoice data and prepare e-documents.
Use your invoice records for accounting exports and e-document generation. Keep customer details, amounts and document references available to your accounts and dispatch teams.
Set up e-invoices and e-way bills
Generate e-documents through the configured provider and review returned references and statuses on the invoice.
Confirm integration requirements
Confirm external accounts, data mapping, access and provider charges in your proposal so the operational responsibilities are clear.
SINGLE INVOICE & BATCH EXPORTS
Export sales invoices
for Tally import.
Give your accounts team an XML export from the invoices already recorded in ERP. Export an individual invoice or prepare a batch of released invoices for the selected company.
01
Find the invoices to export
Filter the batch list by invoice date or number. Review invoice counts, taxable value, tax and total amounts before downloading.
02
Choose selected invoices or the filtered list
Export the records you need, with up to 500 invoices in one batch. Narrow the date range for larger sets.
03
Download XML for your accounts team
The export includes sales voucher details, party and tax ledgers, bill references and item narration for the Tally import workflow.
Download the file from ERP, then import and review it in the intended Tally company.
Tally invoice export
01–06 Nov 2026Released
Invoices3
Total amount₹2,36,000
INV-0126Atlas Works · 06 Nov₹70,800
INV-0127Cedar Industries · 06 Nov₹1,06,200
INV-0128Orion Components · 06 Nov₹59,000
- Taxable value
- ₹2,00,000
- Tax amount
- ₹36,000
Tally sales XML3 selected invoices · Download for import
Illustrative workspace · Sample data
TALLY EXPORT SETTINGS
EnabledLedger mappings
- Tally company
- Meridian Engineering
- Voucher type
- Sales
ERP accountTally ledger name
CUSTOMERAtlas WorksAtlas Works
SALES RULELocal sales · 18%NET SALE GST @ 18%
TAX RULEOutput CGST · 9%OUTPUT C GST 9%
TAX RULEOutput SGST · 9%OUTPUT S GST 9%
Review names and a sample import with your accounts team.
Illustrative workspace · Sample data
COMPANY, VOUCHER TYPE & LEDGER NAMES
Match the export
to your Tally ledgers.
Set the target Tally company and sales voucher type. Map ERP account names to the ledger names your accounts team uses in Tally.
01
Set up each company
Keep the Tally company name and export settings with the corresponding ERP company.
02
Review customer and tax ledgers
Configure ledger mappings and sales or tax ledger rules by supply type and GST rate to suit your accounting setup.
03
Validate a sample import
Check voucher names, ledger names, invoice references and amounts with your accounts team before using the export routinely.
E-INVOICE GENERATION & REFERENCES
Generate an e-invoice
from the released invoice.
For supported B2B goods invoices, send the party, item, tax and address details through the configured WhiteBooks integration. Keep the returned Invoice Reference Number, acknowledgement and document status with the source invoice.
INVOICE DOCUMENTS · 06 NOV 2026
ReleasedINV-0126 Atlas Works
SOURCE SALES INVOICE
Atlas Works
Meridian Engineering · INV-0126
₹70,800Invoice total- Taxable value
- ₹60,000
- Tax amount
- ₹10,800
Mounting brackets · 100 Nos
E-invoiceGenerated
- Invoice Reference Number (IRN)
- b7f4a91c…e6d2083f Shortened for this preview
- Acknowledgement number
- 11260000000126
- Acknowledged on
- 06 Nov 2026 · 10:14 AM
Signed QR returned
Available for the supported invoice PDF
01Invoice released
02Provider request
03References saved
Illustrative workspace · Sample data
Start with a released invoice
Review the invoice details and complete provider setup before sending the generation request.
Keep the returned references
View the IRN, acknowledgement number and date alongside the invoice’s document status.
Use the invoice PDF
Include the returned references and signed QR code in the supported invoice PDF layout.
TRANSPORT DETAILS & E-WAY BILL DOCUMENTS
Prepare the e-way bill
for the dispatch.
Generate the e-way bill using the invoice’s IRN and transport information. Review the provider’s returned bill number, generation date and validity on the invoice.
01
Review the transport details
Check the transport mode, transporter, vehicle details and distance used for the dispatch.
02
Generate from the invoice’s IRN
The supported workflow uses the generated e-invoice reference when requesting the e-way bill.
03
Download the e-way bill PDF
Keep the bill reference and transport document available to the team handling the goods movement.
E-WAY BILL · INV-0126
GeneratedAtlas Works
E-WAY BILL NUMBER1810 0000 0126
Generated · 06 Nov 2026, 10:16 AM
TRANSPORTERMeridian Logistics
Road- Vehicle number
- MH15 AB 1234
- Distance
- 180 km
VALID UP TO · RETURNED BY PROVIDER07 Nov 2026 · 11:59 PM
E-way bill PDFDocument details for the dispatch team
Illustrative workspace · Sample data
SETUP & EVERYDAY FOLLOW-UP
Know what is configured
and what needs attention.
Agree the provider access, company details, document types and charges during implementation. Review document status on the invoice during daily use.
Company setup
Configure the company’s provider account and choose test or production settings. Validate sample documents before rollout.
Provider access & company detailsGenerated documents
Check e-invoice and e-way bill statuses separately, with returned references and dates available on the invoice.
References & generation statusFailed requests
Review the displayed error when generation fails. Correct the relevant details before submitting another request.
Error feedback & follow-upIs the Tally connection a two-way live sync?
The verified workflow is invoice XML export for Tally. Two-way synchronisation and other accounting connectors are separate requirements. External provider subscriptions and transaction charges are not included in the licence price.
Can we export several invoices together?
Yes. Filter released invoices by date or invoice number, then export selected invoices or the matching list. A batch supports up to 500 invoices.
Can we use our existing Tally ledger names?
Yes. Configure the Tally company, voucher type and ledger mappings. Sales and tax ledger rules can be set by supply type and GST rate. Review a sample import against your actual Tally setup.
What is needed for e-invoice and e-way bill generation?
An enabled provider account, company details, credentials and suitable invoice data are needed. The current e-way bill flow uses the invoice’s IRN, so the e-invoice is generated first.
Are export invoices supported?
A separate export-invoice workflow supports export details such as currency, exchange rate, destination and port information. We review the required document types, provider setup and transport details for your export process during implementation.
What if a document request fails?
The invoice displays the failed status and available error message. Review the relevant invoice or provider details before retrying generation.
Which plan includes these integrations?
Accounting and document integrations are included in Advance. Provider subscriptions, transaction charges and any additional connector scope are agreed separately.