Note: The response time and overall functioning speed of Tally are determined by your computer's processor, not by Swipe or Tally software.
If you haven't made mandatory changes to your settings to import transactions, please follow the below steps. If you have already made mandatory changes, please skip to step 4.
Click on "Atler" which is under the Masters section of “Gateway of Tally”.
A new page appears. Here, click on “Voucher Type” under the Accounting Masters section.
Now, select the “Credit Note” option from the menu.
Change “Method of Voucher Numbering” to Automatic (Manual Override)
Type yes in the box next to "prevent duplicates”.
Now, press Control+A on your keyboard to save the settings and press “Esc” to go back to “Gateway of Tally”.
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Go to "Swipe Integration" which is under the Utilities section of “Gateway of Tally”.
Click on the “Import Sales Return” option under the Masters section.
A pop-up appears. Here, enter the timeline of credit notes you want to import and click Yes to confirm your action.
Please wait until the data is fetched from Swipe.
After fetching the data, a preview page appears, displaying the credit notes data.
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To review any errors, please follow the steps below to resolve the issue.
For the error “Stock Items Doesn't Exist": Click on the “Import New Stock Items” option present at the top right corner of the screen or press the F5 key on your keyboard.
Congratulations! You have successfully imported new stock items and a pop-up appears at the bottom of the screen informing the screen. Press any key to continue.
For the error “Ledgers Doesn’t Exist”: Click on the “Import New Ledgers” option present at the top right corner of the screen or press the F4 key on your keyboard.
Congratulations! You have successfully imported new ledgers and a pop-up appears at the bottom of the screen informing the screen. Press any key to continue.
Click on the “Import” option present at the top right corner of the screen or press the F2 key on your keyboard.
Now, confirm your action by clicking on the “Yes” option from the pop-up.
Congratulations, You have successfully imported credit notes data from your Swipe account to your Tally account, and a pop-up appears at the bottom of the screen informing the same.
Press any key to continue.
