Key points
- TallyPrime 6.0 allows adding terms and conditions directly within the invoice configuration.
- Access this by pressing Ctrl+P on a sales voucher and selecting 'Configure'.
- Enter your terms and conditions text in the provided field within the invoice configuration screen.
- Ensure 'Print Terms & Conditions' is set to 'Yes' to display them on the invoice.
Your invoice is more than just a bill. It's a professional document. Missing your standard payment terms or warranty clauses looks incomplete. Many CAs find it tricky to get these crucial details to print automatically. This guide shows you the exact steps in TallyPrime 6.0.
What are Invoice Terms and Conditions?
Terms and Conditions (T&Cs) on an invoice are the contractual clauses. They define your business relationship with the client. This includes payment deadlines, return policies, and dispute resolution. Adding them prevents misunderstandings. Think of it as your standard operating procedure for this transaction.
How to Print Terms and Conditions on TallyPrime 6.0 Invoices — Step by Step
- Open a Sales Voucher or Sales Order in TallyPrime 6.0. Navigate to Gateway of Tally > Vouchers.
- Press Ctrl+P to bring up the Print screen. Select 'Current' to print the voucher you are viewing.
- In the Print screen, select 'Configure'. This opens the Voucher Configuration screen.
- Scroll down to the 'Print Terms & Conditions' option. Set this to 'Yes'.
- Press Enter. The 'Terms & Conditions' field will appear. Type or paste your standard terms here.
- Press Ctrl+A to accept the configuration. Then, press 'P' to print the invoice with your terms.
- Tally tip: You can pre-define these terms once. They will appear on all subsequent invoices unless changed.
Mistakes That Cost Indian CAs Hours
- Mistake: Forgetting to set 'Print Terms & Conditions' to 'Yes'. → What breaks: Your carefully typed terms won't appear. → Fix: Go back to the Voucher Configuration screen and set it to 'Yes'.
- Mistake: Typing terms in the wrong screen. → What breaks: Tally ignores text not entered in the dedicated 'Terms & Conditions' field. → Fix: Always enter your T&Cs after setting 'Print Terms & Conditions' to 'Yes' in the configuration.
- Mistake: Not saving the configuration. → What breaks: Your terms will not print on future invoices. → Fix: Press Ctrl+A after entering your terms to save the configuration.
- Mistake: Using Tally ERP 9 methods for TallyPrime 6.0. → What breaks: Older methods might not work or lead to confusion. → Fix: Follow the TallyPrime 6.0 specific steps outlined above for consistent results.
Pro Tips for 2026
Keep your terms concise. Long paragraphs can make the invoice look cluttered. Use bullet points for readability. For complex agreements, consider attaching a separate PDF document and referencing it on the invoice. This ensures all details are covered without overwhelming the primary document.
Invoice T&C Quick Steps
Open Sales Voucher
Press Ctrl+P
Select 'Configure'
Set 'Print Terms & Conditions' to 'Yes'
Enter Text
Save Configuration (Ctrl+A)
Q: How to add terms and conditions to an invoice in TallyPrime 6.0?
Open a sales voucher, press Ctrl+P, select 'Configure', set 'Print Terms & Conditions' to 'Yes', and enter your text in the field provided. Save the configuration.
Q: Can I add different terms for different customers in TallyPrime?
TallyPrime 6.0 allows you to enter terms directly in the voucher configuration. For specific customer terms, you would typically modify the 'Terms & Conditions' field each time you print their invoice.
Q: What if my terms are too long for the TallyPrime invoice screen?
If your terms exceed the available space, it is best practice to keep them brief on the invoice. You can add a note like 'Please refer to attached agreement' and attach a separate document with full details.
Q: Is there a difference between Tally ERP 9 and TallyPrime 6.0 for printing T&Cs?
Yes, the interface and configuration steps are slightly different. TallyPrime 6.0 offers a more integrated approach within the print configuration screen itself for adding terms and conditions.
Q: How much time does it take to set up terms and conditions printing?
Once you know the steps, setting up terms and conditions printing for the first time takes under 5 minutes. Subsequent invoices will include them automatically. Modifying them for specific clients takes about 30 seconds per invoice.