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How to record Sales Return transaction in Tally.ERP 9?


In Tally.ERP 9 Accounting Software we can record the Goods Returns received from the customers. First we need to create a Sales Return Ledger account and after that we can use the Credit Note Voucher Type to record the Sales Return transaction in Tally.

Image: Credit Note Voucher Creation in Tally.ERP 9
Credit Note Voucher entry in Tally.ERP 9

When sales made there is possibility of Return Goods, for which we need to pass a Sales Return entry by crediting either Cash Ledger or Debtor Ledger. There must be a sale, prior to the Sales Return. If there is a Sales Return Voucher entry found before a Sales make in the Books of Accounts, then it is the mistake of the Bookkeeper. It is the major point one must keep in mind while accounting the sales return transaction.

Here we are recording Goods Return worth Rs. 2,000 and returning Cash in return. Before going for Voucher Creation, we have to create Sales Return Ledger under Sales Account Group. For the Sales Return transaction there is Credit Note Voucher Type available in Tally.ERP 9. As you credit the Customer Ledger in the books, therefore it is called as Credit Note. If you enter Sales Return (here in Tally Credit Note) of Cash Sales you credit the Cash Ledger otherwise you credit the Customer (Sundry Debtor as usual) Ledger.

For recording the Sales Return with Cash

  1. Select Accounting Vouchers option under Transaction in Gateway of Tally screen.
  2. In the Accounting Voucher Creation screen you can see the type of the Voucher opened.
  3. To change the Voucher Type to Credit Note Voucher Type either, select the Credit Note button available in the Button Area or press Ctrl+ F8 Keys using the Keyboard.

If the Credit Note Button is disabled and not opening the credit note voucher set “Use Debit/Credit Notes” option as YES from “Accounting Features” screen. Find this option in the below screen.

Keep YES for Use Debit/Credit Notes under Invoicing
Enabling Credit Note in Tally.ERP 9
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is the founder of AccountsGuy.Net with the view of providing Accounting and Technical support using Accounting package Tally ERP 9, and Office Tools to the people. I write articles on Accounts, Blogging, Computer Operating, and technical issues and some of my experiences on them for students, beginners. Follow our Networks or sing-up for the email newsletter below for your daily dose of Tips and Tricks.
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