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Tally Customized Add-on: Sales Terms Template
https://youtu.be/dHwqSATrvbU
Add-On: Sales
Terms Template
Overview
This customized Add-On eliminates the repetitive task of
manually typing "Terms of Delivery" in every sales invoice. It allows
you to create pre-defined templates for sales terms and conditions, and auto-fill
them during voucher entry by simply selecting a template name — ensuring
speed, consistency, and accuracy.
🔍 Features:
- 📋 Create Sales Terms Templates
in Master Configuration (linked to Voucher Type).
- 🔽 Dropdown Selection in Sales
Invoice to choose a predefined Terms Template.
- 📝 Auto-fill Terms of Delivery
section based on selected template.
- 🖨️ Print in Invoice – terms
appear exactly as selected, line-by-line.
- 🏷️ Voucher Type–Wise Activation
– enable this only for specific voucher types (e.g., Tax Invoice,
Proforma, Export Invoice).
- ✍️ Editable After Selection
– user can add or change text after auto-fill if needed.
- 📄 Support for Multiple Lines
– each term prints line by line for clarity.
🌟 Benefits:
- ✅ Saves Time: No need to
retype lengthy terms in every invoice.
- ✅ Ensures Consistency:
Avoids human errors and miscommunication with customers.
- ✅ Professional Look:
Printed terms look standardized and neat.
- ✅ Industry-Friendly: Perfect for businesses that use standard shipping, warranty, delivery, or installation terms
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