Bill to Party As

YouTube: How to Configure the “Bill To Party As” Option in Sale Bill?

How to Configure the “Bill To Party As” Option in Sale Bill?

In this tutorial, we'll explore the "Bill to Party As" option in Logic ERP—an important configuration that determines how and where the bill amount is posted in the customer ledger.

Access Sales Voucher Configuration

• Open the Sales Voucher Configuration window.

• Select the relevant billing series.

• Under "Other Settings - 1", click on "Other Settings".

• Then navigate to "Defaults - 1".

• Locate the option labeled as:

  "Bill to Party As"

• which offers three different modes of customer ledger posting.

  • Default

  • A/c Entry Custome

  • Customer

• Let’s go through them one by one:

Bill to Party As: "Default"

This mode uses the predefined default customer account to post credit entries automatically.

Example:

• Create a sale bill

• Enter items and move to Payment screen

• Enter ₹1,000 as Credit and the rest as Cash

• Save the voucher

Check Journal Report:

• The system posts the ₹1,000 credit to the default customer account defined in the configuration.

Use Case: When the business wants consistent posting to one master account for all retail sales.

Bill to Party As: "A/c Entry Customer"

This option ensures that the credit amount is posted to the Account Entry Customer selected during billing—not the retail customer on the screen.

Example:

• On the billing screen:

  • Select an A/c Entry Customer

  • Then select a Retail Customer

• Complete the bill and save

Check Journal Report:

• The system posts the credit to the Account Entry Customer only.

Use Case: Useful when you bill to walk-in customers but want credit to go to a corporate/centralized account.

Bill to Party As: "Customer"

In this mode, the credit is directly posted to the Retail Customer selected on the billing screen—ignoring any other account settings.

Example:

• Select a Retail Customer

• Complete the billing as usual

Check Journal Report:

• The system posts the credit directly to the selected Retail Customer account.

Use Case: When businesses need transaction-level tracking for each customer individually.

Summary Table