Link Sale Returns with Bills
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How to Link Sales Returns with Sales Bills?
In this tutorial, we will learn how to link Sale Returns with Sale Bills in Logic ERP. This process allows you to adjust sale return amounts against outstanding bills and ensures accurate customer ledger balances.
Open Link Sale Returns with Bills Module
Navigate to Link Sale Returns with Bills
Click on Choose Sale Return
Select Pending Sale Return
The system displays all pending Sale Returns that are not yet adjusted against any bill
Optionally, select a specific customer account to filter sale returns party-wise
For this example, select Sale Return Voucher No. SR-27 with an amount of ₹14009.00
Select Bill for Adjustment
After selecting the sale return, the system displays all outstanding sale bills for the same customer
From the list, select the relevant Sale Bill
In this case, adjust the sale return against Sale Bill No. GST-179
Complete the Adjustment
Click Save to record the adjustment
The sale return amount is now successfully linked with the selected bill
Verify Adjustment in Sale Bill
Open the Sale Bill module
Open Sale Bill No. GST-179
Press F3 to open the Multiple Payment Mode window
Click on the SR link to view the adjusted Sale Return document
Adjustment Outcome
Adjusted Amount: ₹14,009.00
Original Bill Amount: ₹17,700.00
Remaining Payable Amount is automatically updated in the Credit Amount field.
This confirms that the sale return has been correctly adjusted against the bill.
Verify Ledger Posting
Open the Ledger Report
Review the transaction entries
The report reflects:
Sale Bill entry
Sale Return adjustment entry
This confirms that the accounting impact has been accurately posted in the customer ledger.
Undo (Reverse) Sale Return Adjustment
Navigate to Link Sale Returns with Bills
Click on Unlink Sale Return
Select the relevant Customer Account
The system displays previously adjusted sale returns
Select the document and click Unlink to reverse the adjustment
Verify Unlink Impact
Open the corresponding Sale Bill
Observe that:
The sale return adjustment has been removed
The full bill amount is restored in the Credit Amount field
This confirms that the sale return has been successfully unlinked and the outstanding balance has been reinstated.
Conclusion
Linking Sale Returns with Bills ensures:
Accurate bill settlement
Clear customer outstanding tracking
Correct accounting and ledger posting
Easy reversal of adjustments when required
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