FAQs in this section
Can I link a Sales Order to an Invoice from Tally?
My Tally to Vtiger Sync process often slows down. What do I do?
Can I sync more than 500 vouchers from Tally to Vtiger?
What is the module level reset option in Tally?
How does the Sync direction at the module level help in Tally?
Can I disable the data sync between Tally and Vtiger CRM?
What are the prerequisites to sync data between Tally and Vtiger?
How are Ledgers groups from tally synced to Vtiger?
What if the ledger values in invoices and sales orders are incorrect in Tally?
Where are Sundry Debtors in Tally mapped in Vtiger?
What are CGST and IGST fields mapped in Vtiger?
What happens when you copy stock items from Tally to Vtiger?
What is the difference between Instate and Out-of-state based on the company and Ledger (Org) locations?
How are taxes from Tally synced to Vtiger?
Where is the Closing stock under the stock summary report in Tally synced in Vtiger?
Where are the Sales vouchers of Tally synced in Vtiger?
Where are Discount ledgers in Tally synced in Vtiger?
How does the sync process between Vtiger and Tally work in the GSTIN field?
What does it mean to sync adjustments as rounded-off values to Tally?
What is the Field Mapping from Go-down to Stockroom in Tally?
What is the Field Mapping for Purchase Orders module in Tally?
What is the Field Mapping for Receipt Notes module in Tally?
Why are none of my records syncing, and why is the sync log empty?
What does Permission to perform the operation is denied mean?
How do I fix a VTC File parse error?
Why are invoices or sales orders skipped with an incorrect or empty ledger message?
Why are receipt notes or purchase orders skipped with an incorrect or empty ledger message?
What does Vtiger Invoices must be linked to an organization mean?
How do I resolve the Voucher totals do not match error?
How do I fix the Record you are trying to access is not found error?
Why are taxes in Vtiger invoices not syncing with Tally?
What does "Selected organization in the record is not available in mapped tally company" mean?
How do I resolve the "Please select the Tally company to sync the record" error?
Do I need to install any specific software before using the Vtiger Tally Connector?
Where can I download the Vtiger Tally Connector files?
Which add-ons should I install in Vtiger for the Tally integration?
What is the VTC file, and how do I configure it?
What Tally ledgers are mapped to Vtiger modules?
What is the e-Invoice Details block in Tally?
What fields are included in the e-Invoice Details block?
Are e-Invoice fields in Tally mapped automatically during synchronization?
How are additional charges like packing, forwarding, and freight handled in Tally?
What happens if I add multiple charges in an inventory record and sync it back to Tally?
What stock item details from Tally can be synced to Vtiger Products?
What e-invoice details from Tally can be synced to Vtiger Invoices?
Can Tally stock be reflected in Vtiger CRM without enabling Inventory Add-on?
When does Defective Stock increase?
What calculations can I perform using the Tally Outstanding Balance field in reports?
What happens when Custom Description Sync is enabled?
Where can I view On Account, Advance, and outstanding amounts in CRM?
How is the Total Unapplied Balance calculated?
What does the Apply to all sections option in the Item Details block do when Individual Tax mode is selected?
In which modules is the Apply to all sections option available for the Individual Tax mode?

What happens to New Ref payments during sync?

During the sync with Tally:
  • Payments linked to invoices are created as payment records in CRM.
  • Payments of type On Account, Advance, and New Ref are not created as individual payment records.
  • Instead, their aggregated totals are displayed in the Tally Block within the Organizations (Accounts) module.
This ensures financial visibility without creating duplicate or unrelated payment entries in CRM.
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