TallyPrime Export for WooCommerce — GST sales vouchers for TallyPrime

TallyPrime Export for WooCommerce moves the orders of an Indian WooCommerce store into TallyPrime as sales vouchers with GST. Pick a date range, see the amounts and taxes of every order on screen, download two XML files and import them in TallyPrime: the masters (ledgers) first, then the vouchers. No retyping of online orders, and no outside service: the files are made on your site.

What the buyer sees

Nothing changes for the buyer: the order is placed as usual. When a business buyer gives a GSTIN (our GST Invoice & GSTR-1 plugin, the usual billing_gstin field or a field you name), they get a ledger of their own in TallyPrime with address, State and GSTIN, and the voucher goes as B2B. A GSTIN with a wrong check digit is not taken, and that buyer is treated as unregistered.

What the admin gets

WooCommerce → TallyPrime Export → Export: pick the dates and see every voucher of the range — date, number, party ledger, place of supply, taxable value, CGST, SGST/UTGST, IGST, round off and total, with the totals on top. A voucher that needs a look gets a line under it: no State in the address, a kind of GST that does not fit the place of supply, more than one rupee of rounding. Orders not in rupees are shown and left out of the file.

The “1. Masters file” button gives the ledgers the vouchers name: buyers, sales, shipping, fees and round off, under the groups you choose (Sundry Debtors, Sales Accounts, Indirect Expenses). GST ledgers stay out of the file on purpose, because their duty head is set in TallyPrime: the screen lists the exact names to create under Duties & Taxes. “2. Vouchers file” gives the sales vouchers as accounting invoices with a bill reference (New Ref) and a unique remote ID. Sent vouchers are marked, so the next file can hold only the new ones.

The place of supply: for goods, the State the order is shipped to; with nothing to ship, the State in the buyer GSTIN or the billing State; outside India, an export to its own ledger. The same State as the store gives CGST and SGST (UTGST in a Union territory without a legislature), another State gives IGST. WooCommerce rates named CGST, SGST, UTGST, IGST and Cess are taken as named, a rate named just “GST” is split by place of supply. The tax is what WooCommerce charged as rounded on the order, and the paise between the lines and the order total go to the Round Off ledger, so every voucher balances.

In Pro every refund becomes a Credit Note against the sale (Agst Ref) with the GST reversed line by line; a refund of a plain amount is spread over the order lines in proportion. Item invoices carry stock items with quantity, rate and godown, and put the unit and stock items into the masters file. Direct sending: TallyPrime acts as a server (port 9000 by default), the plugin reads the ledger list of the company, creates missing party and sales ledgers first, and names missing GST ledgers and stops. Every order in a chosen status and every refund goes to TallyPrime in the background; when TallyPrime is closed it tries again five times over a few hours, and stopped ones can be sent again with one button.

How it works, step by step

1. In Settings enter the company name as TallyPrime shows it, the store State or GSTIN and the names of your ledgers.
2. On the Export tab pick the dates and press Show: every voucher, its taxes and warnings.
3. Create the GST ledgers the screen names in TallyPrime (once).
4. Download the masters file and the vouchers file and import them in TallyPrime: Alt+O (Import) → Masters, then Alt+O (Import) → Transactions.
5. In Pro orders and refunds go to TallyPrime by themselves, and the log shows what TallyPrime answered to each.

Under the hood

• The TallyPrime XML import format from TallyHelp (XML Integration, Sample XML): one object per TALLYMESSAGE.
• Sales voucher as an accounting invoice, New Ref bill, unique REMOTEID, party details and the company GSTIN in the voucher.
• Buyer GSTIN in the GST registration details of the ledger (TallyPrime 3.0+) or on the ledger itself (2.1 and earlier).
• Amounts in paise: Dr = Cr in every voucher, the difference goes to Round Off.
• Anything non-ASCII (Hindi names and addresses) is written as XML entities, the file stays ASCII.
• Voucher number from the order number with your pattern, or the invoice number of our GST Invoice & GSTR-1 for WooCommerce.
• HPOS compatible. Interface in English (en_IN in Pro).

How to install

1. Plugins → Add New → Upload Plugin: choose the zip and activate. WooCommerce must be active.
2. WooCommerce → TallyPrime Export → Settings: company, store State or GSTIN, ledger names.
3. Export: pick the dates and press Show.
4. Download the masters file and the vouchers file and import them in TallyPrime with Alt+O.
5. For Pro: paste the key or start the trial on the License tab.