Enable Party’s Previous Balance in Invoice Print
Display party’s previous outstanding balance in invoice print in TallyPrime with Pragyantra’s add‑on. Improve payment tracking, transparency, and cash flow.
Enable Party’s Previous Balance in Invoice Print in TallyPrime
Display Customer/Supplier Outstanding Balance in Every Invoice for Better Payment Tracking
Introduction
In business, clarity is the key to faster payments. When a customer receives an invoice, knowing their total outstanding balance along with the current bill creates immediate payment awareness. However, standard TallyPrime invoices usually only show the current bill amount, leading to:
- Delayed Collections: Customers often forget their previous dues unless a separate ledger is sent.
- Frequent Follow-ups: Your team wastes time sending reminders for old pending payments.
- Lack of Transparency: Confusion at the customer's end regarding the total "Net Payable" amount.
- Poor Credit Control: Missing an opportunity to remind the customer of their credit limit at the time of sale.
The Enable Party’s Previous Balance in Invoice Print Add‑on by Pragyantra solves this by printing the party's real-time outstanding balance directly on the invoice.
What is “Previous Balance in Invoice Print”?
This add‑on is a custom Tally module that enhances your standard invoice layout with a "Financial Snapshot" of the party. With this add‑on installed, Tally can:
- Show Opening Balance: Displays the pending amount before the current invoice was generated.
- Calculate Total Dues: Shows the grand total (Previous Balance + Current Bill) for the party's reference.
- Real-Time Updates: Automatically fetches the latest outstanding from the ledger at the time of printing.
- Flexible Display: Can be configured to show only the "Previous Outstanding" or the "Final Closing Balance."
Why Businesses Need This Add‑on
Every invoice you send is a communication tool. By including the outstanding balance, you are indirectly nudging the customer to clear their old dues. The Pragyantra Outstanding Balance Add‑on ensures that your customers are always aware of their total liability, reducing the need for manual debt collection and ledger reconciliation.
Key Features of the Add‑on
Previous Outstanding Display
Shows the exact pending balance of the customer right before the current transaction.
Total Payable Summary
Combines the old balance with the current invoice value to show the 'Net Outstanding'.
Customizable Print Options
Choose where to display the balance—in the footer, above the total, or in a dedicated info box.
Works Across All Notes
Full compatibility with Sales Invoices, Purchase Invoices, and even Debit/Credit Notes.
Lightweight & Professional
Optimized TDL architecture ensures that the extra data is fetched instantly without affecting printing speed.
Business Benefits
- Faster Collections: Clear visibility of dues encourages customers to pay their entire outstanding amount.
- Improved Cash Flow: Better tracking and awareness lead to a healthier bank balance for your business.
- Reduced Manual Work: Drastically cuts down the time spent by your accounts team in sending balance reminders.
- Enhanced Trust: Build a transparent relationship with customers by providing complete financial clarity in every transaction.
Use Cases
- Wholesalers & Distributors: Managing multiple retailers where credit cycles are short and frequent.
- Traders: Ensuring customers see their total debt every time they receive a new shipment.
- Service Providers: Including previous month's unpaid dues in the current service bill.
Compatibility
This add‑on works with:
✔ TallyPrime
✔ Tally ERP 9
Frequently Asked Questions (FAQ)
1. Will it show the balance even if it is zero?
By default, the add-on only displays the balance when it is greater than zero. However, we can customize it to show "NIL Balance" if required.
2. Does it include the amount of the current invoice in the 'Previous Balance'?
No. The 'Previous Balance' specifically refers to the amount pending before the current bill. We also provide a 'Total Outstanding' field which includes the current bill amount.
3. Can I hide the balance for specific customers?
Yes. The add-on can be configured to print the balance only for selected ledger groups or categories.
4. Will it work on customized invoice formats (like half-page or specific designs)?
Yes. Pragyantra can integrate this field into any of your existing customized Tally invoice templates seamlessly.
Every Invoice is a Collection Opportunity
Stop chasing old dues. Let your invoices do the talking. Show party outstanding balances on every printout and improve your cash flow with Pragyantra.
👉 Contact Pragyantra today to professionalize your invoices and speed up your payment recovery.
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It is a Tally add-on that shows outstanding balance in invoice print.
It helps customers understand their total dues and improves payment collection.
Yes. It displays updated outstanding balance automatically.
It mainly works for sales invoices but can be extended to other vouchers.
Yes. It works with both TallyPrime and Tally ERP 9.
