Products
- Pabbly Plus
  Pabbly Plus provides access to all Pabbly applications at a single price. You will have access to Pabbly Connect, Pabbly Subscription Billing, Pabbly Chatflow, Pabbly Email Marketing, Pabbly Form Builder and Pabbly Hook.
  
  Pabbly Connect
  Integrate different applications and start automating your work.
  
  Pabbly Subscription Billing
  Start accepting one-time and recurring subscription payments.
  
  Pabbly Chatflow
  Automate WhatsApp conversations effortlessly.
  
  Pabbly Email Marketing
  Send email newsletters to your subscribers and customers.
  
  Pabbly Form Builder
  Create professional forms for your business with no code builder.
  
  Pabbly Hook
  Webhook event handling for scalable applications.
Sign In

How to Automatically Create Sales Invoices in TallyPrime

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Invoice Automation

To automate sales invoice creation in TallyPrime, first, access Pabbly Connect. Open your browser and navigate to pabbly.com/connect. This platform will facilitate the integration between Tally and other applications.

Once on the Pabbly Connect homepage, click on the “Sign Up Free” button. This will allow you to create an account and explore the features of Pabbly Connect, including automating invoices in TallyPrime.

2. Setting Up the Workflow in Pabbly Connect

After logging into Pabbly Connect, navigate to the Workflow Builder. Here, you will set up a trigger and an action to automate invoice creation when a new order is placed.

Select “Shopify V2” as the trigger application.
Choose the event “New Order”.
Click on the “Connect” button to establish a connection.

Once connected, you will receive a Webhook URL. Copy this URL to link your Shopify store with Pabbly Connect. This integration ensures that every new order in Shopify triggers the invoice creation process in TallyPrime.

3. Linking Shopify with Pabbly Connect

To link Shopify with Pabbly Connect, go to your Shopify store settings. Under Notifications, find the Webhook section and create a new Webhook.

Select “Create Order” as the event.
Choose JSON as the format.
Paste the Webhook URL copied from Pabbly Connect.

After saving the Webhook, make a test purchase in your Shopify store. This action will send data to Pabbly Connect, allowing you to capture the order details for invoice creation in TallyPrime.

4. Creating an Invoice in TallyPrime via Pabbly Connect

With the data received from Shopify, the next step is to create an invoice in TallyPrime using Pabbly Connect. Start by adding a new action step and select Tally Prime as the application.

Choose “Sales Invoice” as the event.
Connect to your Tally account.
Input necessary details like customer name and invoice date.

This process ensures that every order placed in Shopify generates a corresponding sales invoice in TallyPrime, streamlining your accounting process.

5. Verifying Invoice Creation in TallyPrime

Finally, to verify that the invoice has been created successfully in TallyPrime, check your Tally account. Open the Tally application and navigate to the sales invoices section.

You should see the newly created invoice reflecting the details from the Shopify order. This automation through Pabbly Connect not only saves time but also reduces errors in manual entry.

In conclusion, by following these steps, you can automate the sales invoice creation process in TallyPrime seamlessly using Pabbly Connect. This integration enhances efficiency and accuracy in your invoicing system.

In summary, this tutorial demonstrates how to use Pabbly Connect to automate sales invoices in TallyPrime effectively. By integrating Shopify with TallyPrime, you streamline your invoicing process and improve operational efficiency.