> For the complete documentation index, see [llms.txt](https://kb.logicerp.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://kb.logicerp.com/logic-erp-learning-hub-tutorials-and-best-practices/order-processing/sale-order/so-configuration/post-advance-details-against-retail-customer.md).
# Post Advance Details against Retail Customer
**YouTube:** [How to Record Advance Payments Against Retail Customers in Sales Orders?](https://www.youtube.com/watch?v=ESrndAa2UdI)
## How to Record Advance Payments Against Retail Customers in Sales Orders?
In this tutorial, we will learn how to automatically post Advance Receipt details against a Retail Customer while creating a Sale Order in Logic ERP. This feature ensures that advance receipts are recorded against the Retail Customer ledger and automatically generate the corresponding Cash or Bank Receipt voucher.
***
### Objective of This Feature
* Automatically record advance receipts during Sale Order entry.
* Post receipt entries against the Retail Customer ledger.
* Generate Cash or Bank Receipt vouchers automatically.
* Improve accounting accuracy for retail sales.
* Eliminate manual receipt voucher creation.
***
### Access to Sale Order Configuration
* Open the **Configuration** window.
* Navigate to the **Default Settings** section.
* Locate and enable the option labeled as:
> **"Post Advance Details against Retail Customer"**
* When this option is enabled:
* Any advance amount entered in the Sale Order automatically creates the corresponding **Cash Receipt** or **Bank Receipt** voucher.
* The receipt is posted against the selected Retail Customer.
* After enabling the previous option, another setting becomes available:
> **"Generate Sale Order Against Retail Customer Account".**
* Enable this option to ensure that:
* The Sale Order accounting entry is posted directly to the **Retail Customer Ledger**.
* The posting is made against the Retail Customer instead of the Customer Account selected in the Sale Order.
***
### Enable the Retail Customer Field
* Navigate to **Other Options**.
* Open **Column Locks**.
* Unlock and enable the **Retail Customer** field.
* Save the configuration.
***
### Access the Retail Customer Field
* Navigate to **Other Options 2**.
* You will now find the **Retail Customer** selection field available in the Sale Order header.
***
### Create a New Sale Order
* Initiate a New Sale Order.
* Select the Customer.
* Enter the Advance Receipt amount.
* Select the appropriate payment mode, such as:
* Cash
* Credit Card
* Cheque
* Credit Note
* Complete the receipt details as required.
***
### Select the Retail Customer
* Navigate to **Other Details 2**.
* Select the required **Retail Customer** from the database.
* The selected customer's details are displayed automatically.
* Proceed to the **Item Details** section.
* Enter the required items.
* Save the Sale Order.
**Result**
As soon as the Sale Order is saved:
* The advance receipt is automatically posted.
* A corresponding Cash Receipt or Bank Receipt voucher is created.
* The posting is made against the selected Retail Customer.
***
### Verify the Receipt Voucher
* Open the **Receipt Voucher** module.
* Click **Modify**.
* Review the voucher list.
**Observation**
* The advance receipt voucher has been created automatically and is posted against the selected Retail Customer.
* Even if a different Customer Account was selected in the Sale Order, the receipt entry is posted to the Retail Customer because of the enabled configuration.
***
### Verify the Accounting Entry
* Navigate to Reports/Queries and select Financial Reports
* Open Ledger Report by selecting:
* Required Date Range.
* Retail Customer Account.
**Result**
The report confirms that:
* The Sale Order accounting entry is posted against the Retail Customer Ledger.
* The accounting behavior follows the enabled configuration settings.
***
### Key Benefits
* Automatically generates advance receipt vouchers.
* Eliminates manual receipt entry.
* Ensures accurate Retail Customer accounting.
* Improves tracking of customer advances.
* Reduces accounting errors and manual effort.
***
### Best Practice Tips
* Enable the Retail Customer field before using this feature.
* Always verify the selected Retail Customer before saving the Sale Order.
* Review automatically generated receipt vouchers to ensure payment details are correct.
* Use this feature for retail transactions where advances are collected before order fulfillment.
***
### Final Outcome
By enabling **Post Advance Details Against Retail Customer** and **Generate Sale Order Against Retail Customer Account**, Logic ERP automatically creates Cash or Bank Receipt vouchers for advance payments and posts both the receipt and Sale Order accounting entries against the selected Retail Customer. This streamlines retail order processing, improves accounting accuracy, and eliminates the need for manual receipt voucher creation.
---
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