How to Configure Voucher Setup for Sales & Purchase Invoices in ecount

This article explains how to configure Voucher Setup (Sales, Purchase, Return, Challan) in ecount for accounting companies.

📋 Overview

Voucher Setup lets you define entry settings for each voucher type such as Sales Invoice, Purchase Invoice, Return, and Challan. Settings are applied per company.

🔧 Steps / How-to

1. Navigate to Setup → Voucher Setup → Sales / Purchase / Return / Challan.
2. Select the voucher type you want to configure.
3. Adjust the desired options in the settings list.
4. Click Save to apply the changes.

⚙️ Settings / configuration

• Default Cash/Debit?
• Default GST Invoice Type: GST MULTIPLE
• Default IGST Invoice Type: IGST MULTIPLE
• Default Book Code: GT/GR
• Default Voucher Type: Tax Invoice
• Default Rate Sheet
• Document Number/Date Required?
• Auto Increment No On Save – auto‑increments invoice numbers when multiple users save.
• Select Account Based On Cash/Online
• Transporter Price List Enable – load transport rates per party.
• Group Selection For Party – filter accounts by group.
• Bill Should Not Generate More Than Order Quantity
• Entry Approve Management Required?
• Reverse Rate Calculation – auto‑recalculates rate when amount is changed manually.
• Allow only finished‑good products in bill (Sales vouchers only)
• Negative Stock Warning
• Negative Stock Allowed
• Want Transport Detail
• Vehicle Selection Required
• Vehicle TextBox Required
• Want L/R Detail
• Book Code Required
• Amount Required
• Mistry Required
• Representative Required
• Challan No Required
• Challan Date Required
• Tax Paid Required – calculates GST‑inclusive amount.
• Discount Required
• Ship To Required
• Dispatch From Required
• Product History Required – shows product history in footer.
• Advance Payment Options – configure mixed cash, bank, debit payments.
• Batch Expiry Days Warning – set warning days.
• Terms & Condition for Voucher Print – custom text for printed vouchers.
• Print After Save – auto‑print after saving.
• Don't Print – skip print popup after saving.
• WhatsApp Options: Send e‑Invoice After Save, Template ID, Content, and attachment settings.
• SMS Options: Send SMS After Save, Template ID, Content.
• Email Options: Send e‑Invoice After Save, File Name (e.g., Invoice_{BVch_no}), Subject (e.g., Invoice {BVch_no}_{AccountName}).
• Note: These settings apply only to accounting companies, not transport/logistic firms.

💡 Tips

💡 Tip: Enable Auto Increment No On Save to avoid duplicate invoice numbers when multiple users work concurrently.

⚠️ Common issues / warnings

• If invoices save with negative stock, check that Negative Stock Allowed is disabled.
• When the default GST type does not appear, verify the Default GST Invoice Type setting.
• Auto‑increment may fail if the option is turned off or if the system clock is inconsistent.

✅ Summary

• Open Voucher Setup via Setup → Voucher Setup.
• Select the voucher type (Sales, Purchase, Return, Challan).
• Configure required options such as default cash, GST type, auto‑increment, and warnings.
• Save the settings to activate them.