Booksmor gives every voucher type its own standard series (SALES/2026/00001, PUR/2026/00001, etc.). Custom Voucher Books let you spin off additional series under any base type — useful for branches, payment-modes, parallel-series numbering, or pre-pinning a specific GL account.
Time to read: ~6 minutes. You’ll need: Owner / Manager role.
Where to find the screen
From the sidebar: Setup → Settings → Voucher books (a section card on the Settings page).
Once you create a book, it appears as an additional tab at the top of Daily → Transactions.
When to create a custom voucher book
Common cases:
| Situation | Book |
|---|---|
| You have multiple branches each issuing their own invoices | One book per branch (e.g. “Bangalore Sales”, “Chennai Sales” — both sales base type). |
| You want a separate series for proforma / quotes | A “Proforma” book (base sales) — never converted to a real invoice, but tracked separately. |
| You pay rent from a specific bank that you want pinned | A “Rent Payment” book (base payment, fixed account = your rent bank). |
| You have a petty cash float separate from main cash | A “Petty Cash Payment” book (base payment, fixed account = petty cash GL). |
| Two different sales operations — wholesale + retail | A “Wholesale Sales” + “Retail Sales” book, both base sales. |
A custom book is just a named, separately-numbered series layered on top of an existing voucher type. The underlying accounting is identical.
Create a voucher book
- Setup → Settings → scroll to Voucher books section.
- Fill in:
- Name — what you want it called (appears as a tab on Transactions). E.g. “Petty Cash Payment”.
- Base type — one of
payment,receipt,journal,sales,purchase,credit_note,debit_note. - Fixed account (optional) — pin a specific GL account. The voucher form pre-fills this account and disables it. Useful for “this book always uses this bank”.
- Click Add book.
The book appears in the Voucher books list. Open Daily → Transactions — you’ll see a new tab at the top with the book’s name.
Use a voucher book
- Daily → Transactions → click the custom book’s tab.
- The form below switches to that book’s base type, with the fixed account pre-filled (if any).
- Fill in the voucher fields as usual.
- Post. The voucher gets a serial number from the book’s own series (e.g. PettyCash-Pay/2026/00001).
The voucher is otherwise identical to a regular voucher of the same base type — same accounting, same GST, same reports.
Delete a voucher book
- Settings → Voucher books → click the ✕ beside the book name.
- Confirm.
The book’s tab disappears from Transactions. Vouchers already posted under that book stay in your books with their existing serial numbers — they don’t lose their data.
You can’t restore a deleted book; if you need it back, recreate with the same name (its new vouchers will continue from where the deleted book left off, or start fresh).
Custom voucher books and Print Templates
You can pair each voucher book with a specific Print Template:
- A “Wholesale Sales” book → uses a plainer print template.
- A “Branded Retail Sales” book → uses a fully-branded customer-facing template.
Set the default template per book via Setup → Designer → Print templates.
Common questions
Are custom voucher books mandatory? No — most SMBs run their entire business off the default series for each voucher type. Books are for cases where separate numbering or pre-pinned accounts actually help.
Will my GSTR-1 show vouchers from custom books? Yes — GSTR-1 reads all vouchers of the relevant types regardless of which book they’re in. Books are about numbering + organisation, not about which records flow to GST.
Can I rename a voucher book? Yes — edit the name in Settings → Voucher books. The book’s existing vouchers retain their original serial-prefix; only new vouchers use the renamed prefix.
What’s the difference between voucher books and voucher templates? Books affect numbering + pinned accounts (data side). Templates affect the printed layout (presentation side). You can mix and match — one book can use different templates per voucher.
Can I limit access to a specific book?
Per-book access (e.g. “only Branch Manager can use the Bangalore Sales book”) isn’t available yet. Workaround: use roles to control voucher-type access (e.g. revoke voucher.sales.create from a role that shouldn’t post sales in any book).
Can two books have the same base type?
Yes — you can have multiple sales books, multiple payment books, etc. Each has its own running serial.
Will a custom book’s series share numbers with the default series?
No — they’re independent. The default sales series might be at SALES/2026/00100; your “Wholesale” book starts at Wholesale/2026/00001.
Troubleshooting
Voucher book tab doesn’t appear on Transactions. Refresh the browser — book changes apply on next page load.
Fixed account dropdown is empty in the book creation form. Your Chart of Accounts is empty. Bootstrap it first (Masters → Chart of Accounts → Load standard COA).
Vouchers posted in a custom book aren’t showing in Sales Register. Check the report’s filter — it might be filtered by voucher_book. The default report shows all books of the relevant type.
Need more help? Email support@booksmor.com with the book name and what’s misbehaving.