Moving to New Financial Year : How to restart new invoice number in Tally

Come New Financial Year every Tally user has to restart his invoice numbering. Invoice number becomes

One of the biggest problem a Tally user faces i.e. how to change invoice number in tally and restart it from new financial year. ApniTally has received many calls related to this , so here is a quick post on how to change invoice number by restarting your invoice numbering while moving to New Financial Year.

As you know that in Tally every transaction is done via some voucher. Invoices are made by Sales voucher so you have to alter this voucher type and configure it according to your need.

Here remember that Sales voucher is the voucher in which you enter your sales. If you have made some other voucher type like GST Sales etc. or you have multiple voucher types and running multiple invoice numbering then you have to alter all those vouchers.

Sales voucher

Altering Method of voucher Numbering advance configuration

The numbering of any voucher is decided from voucher types. So if you want to change the numbering of sales voucher then you have to go to sales voucher type and Alter it.
So, in Tally ERP 9  go to Accounts Info and then Voucher type and then Alter and select Sales Voucher.

Steps to edit invoice number in Tally Prime

Update : In Tally Prime this process is shorter.

Gateway of Tally > Alter > Voucher Type> Sales

Now go to Advance configuration just below voucher numbering. Set it to yes and you would get new screen. (See the picture above)

Now in restart numbering column just give the first date of the financial year from when we want to change or restart invoice numbering e.g. 1-4-2018 and starting number is 1.
That’s all you have to do. Your numbering would start from one. For Next year you have to mention the next years date and Invoice number to restart from i.e. 1

Advance configuration for Invoice Number for every New financial year

One more smart thing can be done is adding something before numbering or something after bill numbering.

For example instead of having plain bill numbers like 1, 2 ,3 etc you can have 18-19/1 or AT/18-19/1. If you want this then you go to prefix column and add date as 1-4-18 and add 18-19/ or AT/18-19/ in this column.

Alter Sales voucher for Invoice numbering

In the same way if you want something to be added after invoice number then you can add this in suffix. E.g. if you want invoice numbering like AT/01/18-19 then you can put AT/ in prefix and /18-19 in suffice portion.

Your new style of numbering is ready.

Update for Tally Prime : It is worth noticing that the process to define your sales invoice number is almost same for Tally ERP 9 as well as Tally prime the new release of Tally software.

Setting best sales invoice number in Tally ERP 9

If you want your numbering as 0001 instead of just 1 then mention the width of numeric part as 4 and Prefill with zero as yes. This style would also be added.

Here you can decide the width of numeric part based on your requirement. IF you know that by year end we would be issuing maximum 1000 invoices at the most then the width of numeric part should be 3 and if you are very sure that you would be generating more then 1000 invoices for sure then you should choose with of numeric part as 4. If you are describing the width of numeric part then you should always consider the option of Prefill with zero as Yes as this would make the invoices more readable and good looking. So if you wonder how to change invoice number in tally then your question is answered very well in addition to how to start the new invoice numbering with special series for New financial year.

Hope this small tip would help you in restarting your invoice numbering in your New Financial Year.

Related post: What all you should know before moving to New Financial Year

Recent update :All about Voucher Numbering in Tally Prime 3.0

If still you have doubts then check out this video for detailed process.

Further Read :  Check out some more Tally Tutorials on ApniTally