Beginner's Guide: Create Printable Invoices with Tally Prime with Python

Beginner’s Guide: Create Printable Invoices with Tally Prime with Python

In today’s digital workplace, automation and accuracy are key to managing business operations efficiently. One of the most common daily tasks in offices and accounting departments is invoice generation.

This guide from AI Computer Classes – Indore will teach you how to create professional, printable invoices using Tally Prime and Python — a perfect combination for mastering both office software and automation scripting.

Whether you’re a student, small business owner, or accounting professional, this tutorial helps you boost productivity and reduce repetitive manual work.

🧾 What is Tally Prime?

Tally Prime is a leading accounting software used across India for bookkeeping, billing, inventory, and financial management.

With its simple interface and advanced features, Tally Prime allows businesses to manage everything from ledgers to taxes — and yes, even invoice creation.

At AI Computer Classes – Indore, students learn to combine Tally with automation tools like Python to save time and improve accuracy in everyday office tasks.

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🧠 Step 1: Understand the Invoice Structure

Before you begin, let’s break down a typical invoice format.

Standard Invoice Includes:

• Company Name & Logo
• Customer Information
• Product/Service Details
• Quantity and Rate
• Taxes (GST, CGST, SGST)
• Total Amount
• Signature and Terms

Designing this structure will help you map it correctly in Tally Prime and automate it with Python later.

🧰 Step 2: Create an Invoice Template in Tally PrimeFollow these steps in Tally Prime:

1. Open Tally Prime → Gateway of Tally → Accounting Vouchers.
2. Select Sales Voucher (F8).
3. Enter details like customer name, product, quantity, and amount.
4. Press Ctrl + P to preview the printable format.
5. Customize headers, logos, and tax fields under Configuration (F12).

You can design a beautiful, professional layout for your invoices right inside Tally.

👉 Tip: Save your print configuration as a template to reuse easily.

🧩 Step 3: Export Invoice Data for Automation

Tally Prime allows you to export invoice data in XML or JSON formats.

To Export:

• Go to Display → Day Book → Alt + E (Export).
• Choose Format: JSON
• Save the file as invoice_data.json.

This data can now be read and processed using Python for automated formatting or PDF generation.

🐍 Step 4: Automate Invoice Printing with Python

Python’s libraries like pandas, json, and reportlab make it simple to process data and create printable invoices.

Example Code Snippet:

import json
from reportlab.lib.pagesizes import A4
from reportlab.pdfgen import canvas

# Load exported Tally data
with open("invoice_data.json", "r") as file:
    data = json.load(file)

# Create a PDF invoice
c = canvas.Canvas("invoice_output.pdf", pagesize=A4)
c.setFont("Helvetica", 12)
c.drawString(100, 800, f"Invoice for: {data['CustomerName']}")
c.drawString(100, 780, f"Total Amount: ₹{data['TotalAmount']}")
c.drawString(100, 760, "Thank you for your business!")
c.save()

print("Invoice generated successfully!")

💡 This example reads exported Tally data and generates a printable invoice automatically.

At AI Computer Classes – Indore, you’ll build and test similar scripts with real-world accounting data.

📊 Step 5: Add Excel & Power BI for Reporting

Once invoices are automated, you can track and visualize sales using Excel or Power BI.

• Excel: Use formulas like SUMIF() and VLOOKUP() to analyze invoice totals.
• Power BI: Connect your Tally export data for monthly or customer-wise dashboards.

This creates a complete automation ecosystem — from invoice generation to data visualization.

💡 Cross-Skill Learning at AI Computer Classes – Indore

Students use Python + Tally + Power BI to gain a competitive edge in office and accounting automation.

🧩 Step 6: Add Branding with Canva or Figma

You can import your invoice PDF into Canva or Figma to:

• Add your logo
• Use branded color schemes
• Include signatures or QR codes

This creates a professional and branded look for your printed or digital invoices.

🛡️ Step 7: Data Security and Backup

Since invoices contain sensitive financial data, ensure:

• Regular backups of your Tally data folder
• Secure password protection for PDFs
• Cloud storage for easy access and recovery

Python scripts can even be used to automate backups of your invoice files daily or weekly.

💼 Real-Life Applications

• Small businesses generating 50+ invoices daily.
• Accountants automating monthly billing cycles.
• Freelancers sending branded, auto-generated invoices to clients.

These workflows save time, reduce manual entry errors, and maintain a professional image.

🚀 Advanced Bonus: ChatGPT for Invoice Summaries

You can even use ChatGPT to analyze your invoices automatically.

For example:

“Summarize this month’s invoices and show top 5 customers by revenue.”

By combining AI tools with traditional accounting systems, you can make smarter business decisions faster.

🧭 Conclusion

Creating printable invoices doesn’t need to be tedious. By integrating Tally Prime and Python, you can automate and personalize every step — from data entry to final printing.

At AI Computer Classes – Indore, our hands-on programs teach you how to use these tools together effectively for real-world office productivity.

Start small, experiment often, and soon you’ll be automating tasks that once took hours — in just minutes.

📞 Contact AI Computer Classes – Indore ✉ Email: hello@aicomputerclasses.com 📱 Phone: +91 91113 33255 📍 Address: 208, Captain CS Naidu Building, near Greater Kailash Road, Opp. School of Excellence For Eye, Opp. Grotto Arcade, Old Palasia, Indore, Madhya Pradesh 452018 🌐 Website: www.aicomputerclasses.com