How to Manage and Operate Voucher Types?

Tally acknowledges the special requirements of some users for more voucher types. These arise in cases like when you need the same voucher but in different names or separate series of numbers.

Examples include Cash Payment Vouchers and Bank Payment vouchers where the relevant predefined voucher is Payment Voucher. You may have two or more sets of Sales Vouchers for different kinds of sales transactions e.g. Credit Sales, Cash Sales, etc.

You would need to alter a voucher type to change default settings for different information appearing in vouchers. Using [F12] can further configure a voucher.

Alter a predefined voucher type
Even if you do not need extra voucher types, you would normally alter the predefined voucher types to customize them according to your needs, e.g., to control their numbers.

Display or alter each voucher type (by pressing or double clicking) after Gateway of Tally > Display > List of Accounts > + [Voucher Types]

We shall create a new voucher type to explain the different features. It would also be applicable to alteration of voucher types including predefined types.

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Create a Voucher Type