Party Balance & Bank Details in Invoice with

Reminder Letter

IT Catalyst Software (I) Pvt Ltd.

No.278.2ndFloor, M.K.Puttalingiah Road, Padmanabhanagar, Bangalore 560 070
080-49110110
tdl@itcatalystindia.com

 2013 IT Catalyst Software (I) Pvt Ltd. All rights reserved.

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Version: IT Catalyst Software (I) Pvt Ltd./ Party Balance & Bank Details in Invoice with Reminder Letter /
1.5/May 2013.

Party Balance and Bank Details in Invoice &

Reminder Letter
Introduction
In business, there are several transactions done on credit. The customers might have forgotten how much
they have to pay and a reminder letter or intimation with the latest invoice would help.
This add-on provides the option to print outstanding amount pertaining to your customer in the same
invoice itself without needing to send it separately. It also provides the option to print your bank details to
which your customer need to deposit his/her dues through online transfer like RTGS or NEFT. The same
details can be printed in the reminder letter as well.
Quick Set up Guide

1. Bank Details In Invoice

Select the bank while creating the invoice

2. Bank Details in Reminder letter

Enable the reminder letter

Select the bank
3. Outstanding details in Invoice
Enable Print Overdue Details in Invoice Printing Configuration
Important!
As a best practice it is advisable to take back up your company
data before installing the add-on

Detailed Set up Guide

Activate the Add-on
For Tally.ERP 9 Series A lower than Release 3.2
Go to Gateway of Tally > F11: Features > Accounting Features
Set Yes to the options Enable Party Balance and Bank Details in Invoice
For Tally.ERP 9 Series A Release 3.2 and above
Go to Gateway of Tally > F11: Features > Add-on Features
Set Yes to the options Enable Party Balance and Bank Details in Invoice

1. Provide Account Number and IFSC Code in Bank account ledger (Ignore this if already created)

2. Bank Details In Tax Invoice: select the required bank to be printed in tax invoice

Choose the bank to be printed in

invoice, If Not Applicable is
selected then the default invoice
format will print instead.

If required to print second bank details also in tax invoice then select the other bank

3. After selecting the bank the screen will display as shown below

4. Bank details in tax invoice will display as shown in the below picture:

5. Bank Details in Reminder Letter:

To select the reminder letter:
From Gateway of Tally menu, Select Multi Accounting Printing > Outstanding Statement >
Ledger > Select either All Accounts or One Account.
Or from Display Menu, select Accounts Book > Ledger > Select the particular Customer Ledger
> Select the Button B: Bill-Wise or Press Alt +B > Select Print Button - P: Print or Press Alt+P
Enable Reminder Letter and then select the required bank to be printed in Reminder Letter

Then bank details in reminder letter will print as shown below:

6. Outstanding details In Sales invoice

From Sales Voucher select the button P: Print or press Alt + P, then the screen display as shown
below

7. Select the button F12: Configure after pressing Alt + P to enable the option Print Overdue
Details :

Enable Print Outstanding details, to

print the outstanding standing
details in tax Invoice

8. Outstanding details in tax invoice will display as shown below

FAQ
Which version/releases of Tally.ERP 9 does the add-on support?
This add-on will work only with Tally.ERP 9 Series A, release 3.0 onwards.
How will I get support for this add-on?
For any functional support requirements please do write to us on tdl@itcatalystindia.com or call us at 08049110110
If I need some enhancement / changes to be incorporated for the add-on, whom should I contact?
Please share detailed write-up & screen shots (if any) of your additional requirements over email and we
will revert to you within next 24 business hours.
Will new features added be available to us?
We offer one year availability of all support and new features free of cost. After one year, nominal
subscription cost will be applicable to you to continue to get free support and updates.
What will happen after one year?
20% of the MRP will be charged in case free support and updates will be required by you.
How to configure the add-ons?
Contact your Tally Partner or Tally Service Partner. Alternatively, visit our website
http://www.tallysolutions.com/website/html/solutions/how-to-configure.php where you can find documents
on how to configure add-ons.