AccXchange Transactions Worldwide Pvt. Ltd.

a. Create a Sales Invoice in Tally.

 

 

b. Open AccXchange while keeping Tally and the company in Tally open.

d. Select the period of which you have created Sales Invoices in Tally and want to send it to your buyer, click on ‘Fetch Now’. Make sure to check on ‘Stop fetching Sales voucher’ while selecting the period to fetch Sales Vouchers.

 

 

 

 

 

e. Sales Vouchers of that particular period will be automatically fetched in AccXchange from Tally.

 

 

f. Double click on the Sales Voucher and open it. You can verify the voucher before sending to your buyer.

 

You have three options:

 

i. ‘Skip’ which means you don’t want to send this Voucher in this session and it will be fetched in next session when you want to send it.

ii. ‘Send Now’ which means you want to send this Voucher now.

iii. ‘Send Later’ which means you want to send this Voucher at a later time.

 

 

g. Checking on ‘Don’t ask again for this party from next transaction onwards’ while sending the voucher, then all the vouchers of that particular buyer will be automatically sent to him from next transaction onwards.

 

h. All the voucher which are successfully sent to the buyer will be automatically flagged by ‘***’ 3 stars in tally before the narration. If you want to edit the voucher and resend it then remove the ‘***’ 3 stars from narration and follow the same steps as before to send a digital voucher.

 

i. After you have clicked on send now the buyer will automatically receive Notification of Invoice on his Mobile App Immediately.