YouTube: How to generate Payment Mode-wise Sale Report?
In this tutorial, we’ll learn how to configure a Payment Mode–Wise Daily Sales Report in Logic ERP.
Navigate to the Reports/Queries section.
Select Sales Registers.
Open Account-Wise Daily Sales Report - Item Wise.
Click on Configuration.
Define a suitable Configuration Name for easy reference.
Proceed to the Report Options tab.
Set Report Consolidation to Bill Wise.
Enable the Item Details option.
Under Item Consolidation, select the specific item-level details you want to display in the report.
In the Report Totals section, enable the Grand Total option to view overall totals at the end of the report.
Navigate to the Other Options section.
Set the Credit Card Column display mode to Credit Card Name-Wise.
Once all required changes are made, click Save to store the configuration.
From the list of available configurations, select the one you just created.
Click Create to generate the report.
By default, all columns will be displayed.
To customize:
Open Setup Column Attributes.
Unselect all columns first.
Then select only the required columns for your report.
Search for the Credit Cards column and enable it by ticking the checkbox.
Rearrange the column order as needed using the arrow keys.
Save your settings and refresh the report by pressing F2.
The report will now display daily sales data categorized by payment mode.
All payment modes — such as Cash, Credit Card, and UPI — are shown clearly.
Each credit card created in the system automatically appears as a separate column, showing payments recorded against it in the sales bills.
You have successfully configured a Payment Mode–Wise Daily Sales Report in Logic ERP.
Last updated 9 months ago
