The sale voucher · Walkthrough
The desktop product got the workflow right. The cloud product got the speed right. Neither got both.
This is the sale voucher we built. Voucher semantics every CA already knows, cloud speed, India-first defaults — and one feature neither of them has: it refuses to post a sale that would break GSTR-1.
The safety net
The four mistakes we made impossible.
Every CA has stories about these. We won't let them happen.
Posting an interstate sale to a "Sales — Local" ledger
(silently corrupts GSTR-1)
Posting is blocked. Red banner explains why.
Editing a posted voucher
(breaks audit trail)
Posted vouchers are immutable. Cancel via a paired cancellation voucher.
Charging CGST + SGST when it should be IGST
(or vice versa)
Auto-routed from Place of Supply. Can't be wrong.
Saving a voucher where Debits ≠ Credits
(a single bad import corrupts the books)
Refused at the data layer. Even a buggy import can't corrupt your books.
The walkthrough
What happens in twenty seconds.
One sale voucher entry on TatvaBooks. Real workflow, no marketing.
- 01
Pick the customer
You start typing. The customer dropdown shows GSTINs alongside names — easier to disambiguate two "Anand Traders."
The moment you select:
- Place of Supply auto-fillsfrom the customer's GSTIN state code
- Intrastate vs interstateis determined (POS vs your company's state)
- Sales ledger auto-picks— "Sales — Local" or "Sales — Interstate" — with a small "auto-picked for intrastate" hint
- You can override any of these for the rare bill-to-ship-to (Section 10) or service POS (Section 12/13) case. The UI explains why.
- 02
Type the base amount
You type the taxable amount without GST. The way every Indian CA already works.
The Indian comma format is inside the field. Type
100000, leave the field, see1,00,000.00. Click back in, edit cleanly. Most cloud products show 100,000 because they were internationalised. We show 1,00,000 because we weren't. - 03
Pick the GST slab
One dropdown. 18% — CGST 9 + SGST 9 / IGST 18.You pick a slab; the system routes CGST/SGST or IGST internally. No three-ledger picker. No "tax preference" wizard.
The live invoice totals card appears below — every component disclosed:
Subtotal ₹ 1,00,000.00 CGST @ 9% ₹ 9,000.00 SGST @ 9% ₹ 9,000.00 ───────────────────────────────────── Invoice total ₹ 1,18,000.00
If it's interstate, you see IGST. If the slab has cess, you see cess. If you change the party, the whole card re-routes instantly.
- 04
Watch the journal preview build itself
The right rail shows the journal entry as it WILL post. Not a marketing graphic — the actual double-entry your ledger will receive.
DEBITS Anand Traders Pvt Ltd ₹ 1,18,000.00 CREDITS Sales — Local ₹ 1,00,000.00 Output CGST ₹ 9,000.00 Output SGST ₹ 9,000.00 Dr = Cr ✓ ₹ 1,18,000.00
A voucher-fluent CA reads this in one glance and knows the voucher will post correctly.
- 05
Ctrl + Enter
The voucher posts. Voucher number auto-generates. The database refuses to save anything where Dr ≠ Cr. The voucher becomes immutable. The journal entry is now on the books.
Twenty seconds, start to finish.
The feature we're most proud of
The sales-ledger mismatch detector.
Here's the scenario every CA has lived:
Customer in Pune. Your business in Pune. Should be CGST + SGST.
Your article books the sale. Picks "Sales — Interstate" by mistake. Books CGST + SGST against an interstate ledger.
GSTR-1 generation pulls the wrong totals. B2B-Interstate inflates. B2B-Intrastate understates. The whole return is wrong.
You catch it three days later. Revise GSTR-1. The customer's 2B doesn't reconcile. The customer calls.
TatvaBooks won't let you post that voucher.
When the system detects a mismatch:
- A red bannerappears: "⚠ Sales ledger mismatch — Intrastate sale (customer same state) — must use a Sales — Local ledger, not Sales — Interstate."
- The submit button is disabled.
- The voucher cannot be posted until the ledger is corrected.
This isn't a warning you can dismiss. It's a hard block. Because the cost of a single wrong-ledger sale, compounded across a quarter, is a return revision nobody wants.
Built for the team
Books anyone can keep..
Books your CA can trust.
In a brochure, the user of accounting software is a Chartered Accountant. In a real Indian business, the person typing invoices is the sales executive at the customer's site, the office assistant at end of day, the owner's son at the front desk. They've never read a journal entry. They shouldn't have to.
What the product handles for them
Your team never sees a "tax account" picker. Never decides between Sales — Local and Sales — Interstate. Never types CGST and SGST percentages. The system picks all of these from the customer's GSTIN — the right ledger, the right tax routing, the right place of supply.
What the product blocks
A wrong-ledger sale is refused at posting. A voucher where Debits ≠ Credits is rejected at the data layer. A posted voucher can't be silently edited. A non-taxable supply with a GST slab is rejected. The mistakes that ruin a GSTR-1 are the mistakes we made impossible.
What the product teaches as they type
The right rail shows the journal entry as it builds. The mismatch banner explains why something is wrong, not just that it is. Item search auto-fills HSN, rate, unit and ledger. By month two, the person doing your data entry understands voucher discipline better than most articles do after a year on the desk.
For business owners
You stop being the bottleneck.
Your sales executive raises invoices that pass GST audit. Your office assistant posts receipts. Your CA inherits clean books. You go back to running the business.
For Chartered Accountants
Articles do volume. Partners review only what we flag.
First-year articles can do data entry across every client. The product won't let them post a wrong-ledger sale. Partner review time drops to minutes.
The other things we got right
Eight more decisions built into the voucher.
GSTR-1 Table 8 classification at entry
Pick Supply type when you create the voucher — Taxable / Nil-rated / Exempt / Non-GST. Drives GSTR-1 Table 8 at the source. No post-hoc reclassification at filing time.
Per-line rate snapshot
Each line item saves the tax rate at the moment of posting. If GST rates change next year, your old vouchers preserve the rate used. Audit-defensible forever.
F8 = New Sales · Ctrl+Enter = Post
Voucher-keyboard muscle memory respected. The product honours the keys your fingers already know.
Immutable posted vouchers
You can't edit a posted voucher. You cancel it via a paired cancellation voucher (with a reason), which creates a reverse JE. Both immutable. The audit trail is provable.
Item search auto-fills HSN, rate, GST, UoM, ledger
Type the item code or name. Pick from the dropdown. HSN, default rate, GST%, unit of measure, and sales account all auto-fill. Save the keystrokes.
Manual or itemised — same screen
Quick services invoice? Type the total and post. Goods invoice with 12 line items? Switch to itemised in the same form. Both supported. No mode toggle.
Payment mode inline
Cash, bank transfer, UPI, credit sale. Pick at voucher time. Reference field shows or hides based on mode. No second voucher needed to record the payment.
iOS + Android — coming during the beta
The same voucher screen, shortcuts and mismatch detector are coming to the iOS and Android apps during the beta — raise from the customer's office, post from the airport, cancel from a Sunday.
Coming from offline desktop accounting
What feels familiar
- F8 opens new sales · Ctrl+Enter posts
- Your own voucher numbering series, continued from your old one
- Journal preview is the convention you already trust
- Posted vouchers are immutable — same audit semantics
- The data model is GST-native, which offline products are still patching toward
Coming from a global cloud product
What feels different
- Voucher entry replaces invoice-led data model
- Auto-routed POS replaces manual dropdowns
- Sales-ledger auto-pick replaces "tax preferences" wizard
- Indian comma format in every field
- The mismatch detector blocks corruption before the audit report shows it
What's true today
TatvaBooks is in private beta. Some features described on this page are live; some are shipping over the next quarter. Live today: the sale voucher, sales-ledger mismatch detector, place-of-supply auto-detection, immutable posted vouchers, balanced-voucher enforcement, payroll, inventory and AS-2 manufacturing costing. GSTR-2B import with ITC reconciliation is live; e-Invoice IRN/QR is prepared and sandbox-tested, with live filing to the NIC portal on our near-term roadmap. We don't file GST returns or e-invoices to the government for you — your books and reconciliations are kept clean so you (or your CA) submit on the portal. Coming during the beta: the iOS + Android apps, bank-feed automation and workflow automation. Your CA onboarding contact will tell you what's in your beta build on the day you sign up.
Last updated · June 2026 · Tatva Fintech Pvt. Ltd., Pune
See it on your own books
Made for India. Only for India. Built by CAs who've spent careers wishing it existed.
Sign up for the beta. We'll set up your master data — chart of accounts, ledgers, parties, items — and walk you through your first sale voucher in a 30-minute call with a Chartered Accountant on our team.