Choose how records will move
Pro and Enterprise include Tally JSON export. Optional auto-sync carries a separate subscription and a one-time setup fee. Ask which records and directions are supported for your Tally version and company before enabling it.
Test one invoice and one receipt
Use a sample customer, item and GST invoice. Review the customer ledger, item and tax mappings, voucher type, and date. Export the supported record, follow the agreed Tally import procedure, then match the voucher number, tax and total. Repeat for a partial receipt and reconcile the outstanding balance.
Agree who handles exceptions
Let accounts own ledger mapping and reconciliation. Before retrying a failed or uncertain posting, check whether the voucher already exists in Tally. Keep an exception log with the SalesOn reference, Tally reference, amount, owner and resolution.
Related: DMS vs SFA vs Tally for Indian Distributors.
Bring a sample invoice and receipt to a demo and ask to see both sides of the handover.