How to Add Digital Signature in Tally Prime Invoices?

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When you add digital signature in Tally Prime, your invoices instantly become more professional, secure, and compliant. This feature allows businesses to move away from printed invoices and manual signatures, streamlining the billing process with e-signatures. By digitally signing every invoice in Tally Prime, you ensure legal validity, prevent tampering, and make tracking and record-keeping much easier—all while saving time and staying fully compliant with financial regulations.

Traditional approval workflows not only consume time but also expose your business to compliance risks, data breaches, and operational delays. That’s where KAiZEN, a secure and DSC compliant Digital Signature Tool, steps in to transform how businesses handle their invoicing and financial approvals within Tally Prime. With KAiZEN’s API integration, users can add DSC Compliant Digital Signatures in Tally Prime invoices and vouchers from the same system—no additional software toggling or complex setups required. You can send bulk eSign requests, draw or upload a signature, or auto-generate one using initials, all while ensuring every document remains tamper-proof and audit-ready.

    Some simple steps to add digital signature in Tally Prime Invoice

    Assumption:

    • User has configured the settings in the KAiZEN to configure voucher settings. 
    • User has configured the “sales” voucher type to show/ask the user before it sends for eSigning
    1. Step 1:
      Open the Tally application
      Open the Tally application
    2. Step 2:
      Create an accounting voucher of any type in tally and press enter command to “create”. eg: below is reference to sales voucher
      Create an accounting voucher
    3. Step 3:
      Before the voucher is saved in Tally, it will show a popup to confirm if user want to send the voucher for eSigning
      confirm if user want to send the voucher for eSigning
    4. Step 4:
      Once “Yes” is clicked, it will send an email for the user to do the eSigning.
      end an email for the user to do the eSigning.
    5. Step 5:
      Before the voucher is signed, the signing status for the voucher will be “Open”
      Before the voucher is signed, the signing status for the voucher will be "Open

      Assuming the user has completed the eSigning. Tally user / Admin can open this page and select the        voucher and click on “Check for Status” to refresh the status of the voucher.

    6. Step 6:
      Once the “Check for Status” is clicked, it will check the if the signer has signed the document or not. If signed, it will download and save the signed voucher document in the Tally. Also, tally user can view the signed copy by clicking the button “Open Signed PDF”
      Check for Status

      It will also change the status to “Signed”

      It will also change the status to "Signed"

      Here is the final signed copy of the voucher with verified signature.

      Here is the final signed copy of the voucher with verified signature.

    Conclusion

    Digital signatures powered by KAiZEN bring unmatched speed, security, and efficiency to financial approvals in TallyPrime. By digitizing your document authentication process, you not only reduce risks but also stay fully compliant with industry standards. It’s a smarter, faster, and more reliable way to manage approvals.

    To help businesses experience these benefits without barriers, KAiZEN is currently offering a 3 Months Free Licence with no limitations. This means you can explore the full power of digital signatures in your Tally Prime workflow at zero cost. Start digitizing your approvals today and step confidently into the future of eSigning!

    blog-image

    How to Add Digital Signature in Tally Prime Invoices?

    When you add digital signature in Tally Prime, your invoices instantly become more professional, secure, and compliant. This feature allows businesses to move away from printed invoices and manual signatures, streamlining the billing process with e-signatures. By digitally signing every invoice in Tally Prime, you ensure legal validity, prevent tampering, and make tracking and record-keeping much easier—all while saving time and staying fully compliant with financial regulations.

    Traditional approval workflows not only consume time but also expose your business to compliance risks, data breaches, and operational delays. That’s where KAiZEN, a secure and DSC compliant Digital Signature Tool, steps in to transform how businesses handle their invoicing and financial approvals within Tally Prime. With KAiZEN’s API integration, users can add DSC Compliant Digital Signatures in Tally Prime invoices and vouchers from the same system—no additional software toggling or complex setups required. You can send bulk eSign requests, draw or upload a signature, or auto-generate one using initials, all while ensuring every document remains tamper-proof and audit-ready.

      Some simple steps to add digital signature in Tally Prime Invoice

      Assumption:

      • User has configured the settings in the KAiZEN to configure voucher settings. 
      • User has configured the “sales” voucher type to show/ask the user before it sends for eSigning
      1. Step 1:
        Open the Tally application
        Open the Tally application
      2. Step 2:
        Create an accounting voucher of any type in tally and press enter command to “create”. eg: below is reference to sales voucher
        Create an accounting voucher
      3. Step 3:
        Before the voucher is saved in Tally, it will show a popup to confirm if user want to send the voucher for eSigning
        confirm if user want to send the voucher for eSigning
      4. Step 4:
        Once “Yes” is clicked, it will send an email for the user to do the eSigning.
        end an email for the user to do the eSigning.
      5. Step 5:
        Before the voucher is signed, the signing status for the voucher will be “Open”
        Before the voucher is signed, the signing status for the voucher will be "Open

        Assuming the user has completed the eSigning. Tally user / Admin can open this page and select the        voucher and click on “Check for Status” to refresh the status of the voucher.

      6. Step 6:
        Once the “Check for Status” is clicked, it will check the if the signer has signed the document or not. If signed, it will download and save the signed voucher document in the Tally. Also, tally user can view the signed copy by clicking the button “Open Signed PDF”
        Check for Status

        It will also change the status to “Signed”

        It will also change the status to "Signed"

        Here is the final signed copy of the voucher with verified signature.

        Here is the final signed copy of the voucher with verified signature.

      Conclusion

      Digital signatures powered by KAiZEN bring unmatched speed, security, and efficiency to financial approvals in TallyPrime. By digitizing your document authentication process, you not only reduce risks but also stay fully compliant with industry standards. It’s a smarter, faster, and more reliable way to manage approvals.

      To help businesses experience these benefits without barriers, KAiZEN is currently offering a 3 Months Free Licence with no limitations. This means you can explore the full power of digital signatures in your Tally Prime workflow at zero cost. Start digitizing your approvals today and step confidently into the future of eSigning!

      FAQs

      To add a digital signature in Tally Prime, you can integrate a trusted eSignature solution like KAiZEN. Once set up, it allows you to digitally sign invoices, vouchers, and other financial documents directly within Tally Prime, ensuring secure and compliant approvals.

       

      Yes, Tally Prime supports integration with third-party digital signature and eSignature tools like KAiZEN. These tools offer seamless compatibility to digitally sign documents without disrupting your existing workflow.

      Yes, using KAiZEN’s bulk signing feature, you can send digitally signed invoices to multiple customers in just a few clicks. This helps reduce manual effort and speeds up the invoicing process within Tally Prime.

      Absolutely. Digital signatures added using platforms like KAiZEN are legally valid under the IT Act (India) and globally recognized standards. They ensure the authenticity, integrity, and non-repudiation of invoices created in Tally Prime.

      Using eSignature solutions like KAiZEN within Tally Prime is highly secure. The platform uses encryption, audit trails, and certificate-based signing to ensure each document remains tamper-proof and verifiable.

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