TAKKADA GUIDES
How to use Takkada
Every screen, in the order you would actually use it. Each guide says what your company and your login need before you start, then gives you the steps.
Setting up
Connect Tally, tell Takkada which ledgers are which, and add your people.
How to find your way around Takkada
Choose which business you are working on, read the Home tiles, understand why a tile is locked, and find help inside the app.
How to connect your Tally company
Step by step: install the Takkada Windows client on the PC that runs Tally, link it to your account, pick the right company and finish the first sync.
How to map your Tally ledgers
Tell Takkada which Tally ledger each tax, charge and discount belongs to, so every bill the app sends lands in the right place in your books.
How to check and fix Tally sync
Read the Tally Sync screen properly. What each section means, why an entry failed, what to do about it, and what "your PC has not connected" really tells you.
How to add your team and set their access
Invite staff, pick a role, and control exactly which registers, parties, godowns and voucher types each person can see and create.
Money in and out
Who owes what, what you have collected, and chasing the rest.
How to read bills and outstanding
Read who owes you and who you owe, tell due apart from overdue, change the ageing periods, and see where reading a report ends and following up begins.
How to open a party ledger and share a statement
Find a customer or supplier, read the opening and closing balance for a period, set the statement dates and share it, and see why some parties are missing.
How to record a receipt
Enter money you have received, link it to the customer's unpaid bills so their balance drops, choose the bank or cash account, and watch it go across to Tally.
How to record a payment
Enter money you have paid a supplier, choose which bank or cash account it left, tie it to a purchase bill, and know what it takes to reach Tally.
How to send payment reminders on WhatsApp
Set a reminder schedule, choose which customers get chased, send a reminder straight away, and read what the history actually tells you about delivery.
Bills and notes
Making a bill, checking its GST, and correcting one after it has gone out.
How to make a sales invoice
Pick the customer, add items and rates, check the totals, set payment status and due date, and save. What each control does and what stops the save.
How to check GST on a bill
What the GST chips on the Invoice Summary do to your rates, why a bill shows IGST or CGST and SGST, what the badges on a line mean, and how Round Off behaves.
How to record a purchase invoice
Enter a supplier's bill with its own number and date, add items and taxes, mark what you have paid, and read whether the entry has actually reached Tally.
How to make a credit note or a debit note
When to raise a credit note or a debit note, how to link a credit note to the invoice it reverses, and why the two have separate rights.
Orders and dispatch
Taking an order, loading a van, and recording what actually went out.
How to take and track sales orders
Record what a customer has ordered, see how much is still pending, invoice part of an order, and send the order on to a van for dispatch.
How to load and dispatch goods
Load a van from your sales orders, delivery challans or sales invoices, record what actually went out, and follow the van from Building to Delivered or Billed.
How to take orders through a customer link
Turn on your public order link, choose what customers see and pay, share the link, and review, match and approve the orders that come back.
E-invoice and e-way bill
Generating the government documents a bill needs before it travels.
How to generate an e-invoice
Enter your GST portal credentials, generate an IRN and signed QR for a sales invoice, read the result, and cancel the GST document but keep the invoice.
How to generate an e-way bill
Enter your portal credentials and transport details, generate an e-way bill against a sales invoice, and read the number, validity and vehicle you get back.
Sending and importing documents
Getting documents out to customers, and getting paperwork back in.
How to send invoices to customers on WhatsApp
Send the invoice PDF to your customer automatically when you create it, or share it yourself, and understand the switched-off and out-of-credits states.
How to import documents
Send a bill or an order into Takkada as a PDF or a photo, tell it what the document is, match the party and the items, review and create.