Tally Voucher Customization: Design & Configure Custom Vouchers in TallyPrime

Tally voucher customization lets you design professional invoices with your logo, branding, and custom fields. Use Print Format Designer to modify voucher layouts, add GST compliance details, and create branded receipts without coding.

What is Tally Voucher Customization?

Tally voucher customization is the process of modifying how transactions print in TallyPrime. Every sale, purchase, payment, or receipt is recorded as a voucher inside Tally. When you print that voucher, it becomes a business document like an invoice, receipt, or bill. Customization lets you control the layout, branding, fields, and compliance details on that printed output.

Unlike generic accounting software, TallyPrime gives you complete control over voucher design without requiring coding skills. You can add your company logo, change field positions, include custom text, and ensure GST compliance all within the built-in Print Format Designer.

Why Customize Your Tally Vouchers?

Professional branding matters. When your customers receive an invoice with your logo, company colors, and clear terms, they perceive your business as organized and trustworthy. Customized vouchers also reduce manual work: instead of printing a generic Tally invoice and then adding your letterhead separately, you print once with everything included.

For GST compliance, customization ensures your invoices always show HSN codes, SAC, tax rates, and GSTR-1 fields correctly. For multi-location businesses, you can create different voucher formats for different branches. For e-commerce or retail, you can design receipts that fit your brand and customer experience.

Accessing Voucher Customization in TallyPrime

To start customizing vouchers, open TallyPrime and follow this path:

Gateway of Tally > Accounts Info > Voucher Type

A list of all voucher types appears: Sales, Purchase, Journal, Contra, Debit Note, Credit Note, Receipt, Payment, and more. Select the voucher type you want to customize (for example, "Sales"). Press Alt+E to edit or Alt+D to duplicate and create a variant.

Inside the voucher configuration screen, you will see a field called "Print Format". This is where you link a custom print format to your voucher. If no custom format exists, Tally uses the default.

Understanding Print Format Designer

Print Format Designer is TallyPrime's built-in tool for creating and editing voucher layouts. It works like a visual form builder: you drag and drop fields, set their position and size, add text boxes, images, and tables, then preview the result before printing.

To access Print Format Designer, go to Gateway of Tally > Accounts Info > Voucher Type, select a voucher, and look for the "Print Format" field. Click on it or press Ctrl+L to open the designer.

The designer shows a blank page (or your existing format) with a toolbar on the left. You can insert fields, text, images, lines, and rectangles. Each element has properties: position (X, Y), size (width, height), font, alignment, and data source.

Creating a New Custom Voucher Format

To create a brand new voucher format from scratch:

1. Go to Gateway of Tally > Accounts Info > Voucher Type
2. Select the voucher type (e.g., Sales)
3. Press Alt+D to duplicate, or create a new one with Alt+C
4. Give it a name like "Sales - Branded" or "Sales - GST Compliant"
5. In the "Print Format" field, click to open Print Format Designer
6. Set page size, margins, and orientation (Portrait or Landscape)
7. Start inserting fields and design elements
8. Save the format and link it to your voucher type

Once saved, every time you print a Sales voucher, it will use your custom format.

Adding Your Company Logo to Vouchers

Adding a logo is one of the most impactful customizations. Here is how:

1. Open Print Format Designer for your voucher
2. Click Insert > Image or use the toolbar button for images
3. Select the location on the page where you want the logo (usually top-left or top-center)
4. Click to place the image placeholder
5. A dialog opens asking for the image file path
6. Browse and select your logo file (PNG, JPG, BMP supported)
7. Set the size and position using the properties panel
8. Preview to ensure it looks correct
9. Save the format

Pro tip: use a high-resolution logo (300 DPI or higher) and PNG format with transparency for best results. Keep file size under 500 KB to avoid printing delays.

Adding Custom Text Fields to Vouchers

Beyond standard fields like Date, Voucher Number, and Amount, you may want custom text like "Thank You for Your Business" or "Terms: Net 30 Days". Here is how to add them:

1. In Print Format Designer, click Insert > Text
2. Click on the page to place the text box
3. Type your custom text directly
4. Adjust font, size, color, and alignment using the properties panel
5. Position it using X, Y coordinates or drag it manually
6. Save the format

You can also insert dynamic text that pulls from your company master: company name, address, phone, email, tax ID, etc. Use the field insertion menu to add these linked fields.

Customizing GST Invoice Vouchers

GST compliance is critical for Indian businesses. TallyPrime has built-in GST support, and you can customize GST invoices to ensure all required fields appear correctly.

First, enable GST in your company. Go to Gateway of Tally > F11 (Features) > Tax > GST > Yes. Then, customize your Sales voucher to include GST fields:

1. Open the Sales voucher in Gateway of Tally > Accounts Info > Voucher Type
2. Edit or duplicate it
3. Open Print Format Designer
4. Insert fields for: HSN Code, SAC, CGST, SGST, IGST, Tax Amount, and Taxable Amount
5. Arrange them in a table format for clarity
6. Add a "Total Tax" field at the bottom
7. Save the format

Your customized GST invoice will now show all tax details required by GST rules and GSTR-1 filing. For more details on GST invoice compliance, see our guide on Tally GST invoice customization.

Using Tables in Voucher Customization

Tables are essential for displaying line items (products or services) in invoices. Instead of individual fields scattered across the page, a table keeps data organized and professional.

To insert a table in Print Format Designer:

1. Click Insert > Table
2. Specify the number of rows and columns
3. Place it on the page
4. In each cell, insert fields like Item Name, Quantity, Rate, Amount, HSN, Tax %
5. Set column widths and row heights
6. Add borders and shading for clarity
7. Save the format

Tables automatically expand to fit data, so if you have 5 line items or 50, the table adjusts without manual intervention.

Worked Example: Customizing a Sales Invoice

Let us walk through a real example. Suppose you run an electronics retail business in Purnea called "TechHub Purnea" and want to customize your sales invoice.

Step	Action	Details
1	Navigate to Voucher Type	Gateway of Tally > Accounts Info > Voucher Type > Sales
2	Duplicate Sales Voucher	Press Alt+D, name it "Sales - TechHub Branded"
3	Open Print Format Designer	Click Print Format field, then Ctrl+L
4	Set Page Size	A4, Portrait, Margins: 0.5 inch all sides
5	Add Logo	Insert > Image, place at top-left, size 1.5" x 1.5"
6	Add Company Header	Text field: "TechHub Purnea", Font: Arial 14pt Bold
7	Add Address & Contact	Text fields for address, phone, email, GST ID
8	Add Invoice Title	Text field: "TAX INVOICE", Font: Arial 12pt Bold, centered
9	Add Voucher Details	Fields: Voucher Number, Date, Customer Name, Address
10	Add Line Items Table	Insert > Table, 6 columns (Item, Qty, Rate, HSN, Tax%, Amount)
11	Add Totals Section	Fields: Subtotal, CGST, SGST, IGST, Total Amount, Rounded Off
12	Add Terms & Conditions	Text field: "E. & O.E. | Thank you for your business"
13	Add Signature Line	Text: "Authorized Signatory", with space for signature
14	Preview	Print > Preview to check layout and alignment
15	Save Format	Press Ctrl+S, confirm the format is linked to voucher

After these steps, every Sales voucher printed in TallyPrime will display as a professional "TechHub Purnea" branded invoice with your logo, GST details, and company information.

Positioning Fields Using Coordinates

Print Format Designer uses X and Y coordinates to position elements precisely. X is horizontal distance from the left edge (in inches or cm), and Y is vertical distance from the top edge.

For example, if you want your company name at the top-center of an A4 page (8.27" wide), you might set X = 2.5" and Y = 0.3". Most users prefer to drag elements visually, but coordinates are useful for exact alignment across multiple formats.

Adding Conditional Fields to Vouchers

Advanced customization allows conditional fields: fields that appear only if certain conditions are met. For example, show a "Discount" field only if a discount was applied, or show "Payment Terms" only for credit sales.

To add conditional fields, you need to use TallyPrime's advanced print format options or work with a Tally consultant. For complex customization needs, consider professional Tally invoice format customization services.

Multi-Language Voucher Customization

If you operate in regions where multiple languages are used, you can create vouchers in different languages. TallyPrime supports Unicode, so you can add text in Hindi, Tamil, Bengali, Marathi, etc.

Create separate voucher formats for each language, or use a bilingual format with fields in both English and your regional language. This is especially useful for businesses in Bihar and other multilingual states.

Customizing Different Voucher Types

Each voucher type (Sales, Purchase, Journal, Debit Note, Credit Note, Receipt, Payment) can have its own custom format. You might want:

• Sales Invoice: detailed, with GST, for customers
• Purchase Invoice: simpler, for internal records
• Debit Note: shows reason and adjusted amount
• Credit Note: shows return reason and credit amount
• Receipt: compact, for cash sales
• Payment Voucher: shows payment method and bank details

Customize each one separately to match its purpose and audience.

Adding Barcodes and QR Codes to Vouchers

Modern invoices often include barcodes (for inventory tracking) or QR codes (for digital payment links). TallyPrime supports barcode insertion in Print Format Designer.

To add a barcode, you typically insert a barcode field linked to the Voucher Number or Item Code. For QR codes, you can generate a QR code image (using an online tool or plugin) and insert it as an image field. Learn more about this in our guide on Tally barcode integration.

Setting Default Printer and Paper Size

After customizing your vouchers, ensure they print correctly on your default printer and paper size. Go to Gateway of Tally > Accounts Info > Voucher Type > [Your Voucher] > Print Settings.

Set the default printer, paper size (A4, Letter, etc.), orientation (Portrait or Landscape), and number of copies. You can override these at print time, but setting defaults saves time.

Testing Your Custom Voucher Format

Always test before going live. Create a test transaction (a sample sale or purchase), then print it using your custom format. Check for:

• Logo and images display correctly
• Text is readable and properly aligned
• All fields (date, amount, customer name, etc.) populate correctly
• Tables expand properly with multiple line items
• Totals and calculations are accurate
• No fields are cut off at page edges
• Fonts and colors match your branding

If something looks wrong, edit the format, adjust positions or sizes, and test again.

Saving and Backing Up Custom Formats

Your custom voucher formats are stored in your Tally company data. When you back up your company (Alt+B > Backup), your custom formats are included. However, it is good practice to export your print formats separately.

In Print Format Designer, you can export a format as a file and share it with other Tally users or keep it as a backup. This is especially useful if you have multiple branches or companies using the same invoice design.

Customization and TSS (Tally Support Services)

Basic voucher customization is included in TallyPrime and does not require TSS. However, advanced features like cloud-based design tools, connected services, and e-invoicing integration require an active TSS subscription.

TallyPrime Silver includes 1 year of TSS free (worth Rs 4,500 per year after that). TallyPrime Gold includes 1 year of TSS free (worth Rs 13,500 per year after that). With TSS active, you get automatic updates, e-invoicing with IRN and QR codes, and GST reconciliation features. For pricing details, see TallyPrime pricing.

Common Customization Mistakes to Avoid

When customizing vouchers, avoid these common pitfalls:

• Overcrowding the page with too much information
• Using very small fonts that are hard to read when printed
• Placing fields too close to page edges (they may get cut off)
• Forgetting to include mandatory GST fields (HSN, SAC, tax rates)
• Using low-resolution logos that appear blurry
• Not testing the format before using it for real transactions
• Creating a format without saving it, then losing the design

Customization for Different Business Types

Different industries need different voucher formats. A retail store might want a compact receipt, while a B2B service provider might want a detailed invoice with payment terms. A manufacturing business might want item-level details with batch numbers.

TallyPrime lets you create multiple voucher formats for the same transaction type. For example, you could have "Sales - Retail Receipt", "Sales - B2B Invoice", and "Sales - Export Invoice", each with different fields and layouts.

Professional Customization Services

If you need complex customization, such as multi-page invoices, advanced conditional logic, or integration with external systems, professional services are available. Global IT Care, a Tally 3 Star Certified Partner in Purnea since 2010, offers expert Tally customization services including voucher design, format optimization, and compliance setup.

Staying Compliant with Regulatory Changes

GST rules, e-invoicing requirements, and other regulations change periodically. Your custom voucher formats should be reviewed and updated whenever regulations change. TallyPrime with active TSS automatically updates to reflect regulatory changes, so your e-invoicing and GST fields stay compliant.

Moving Custom Formats Between Companies or Versions

If you have multiple companies in Tally or upgrade to a new version, you may want to reuse your custom formats. You can export a print format from one company and import it into another, or copy the format design manually in the new version.

Ready to create professional, branded invoices in TallyPrime? Custom voucher formats are powerful tools for improving your business image and ensuring compliance. If you need expert help designing and implementing custom vouchers, contact Global IT Care, a Tally 3 Star Certified Partner in Purnea, Bihar. We have been helping businesses optimize Tally since 2010. Reach out to us at +91 75469 00951 to discuss your customization needs and get a free consultation.