Credit Note Account

YouTube: How to Filter Credit Notes/Sale Returns While Linking in Sale Bill?

How to Filter Credit Notes/Sale Returns While Linking in Sale Bill ?

In this tutorial, we'll show you how to set a default credit note account in Logic ERP to streamline the billing and return linking process.

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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 - 2".

• Locate the option labeled as:

  "Credit Note Account"

• This is where you can set a default account to be used for credit notes.

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Implement Without Setting a Default Account

Let’s first observe the system behavior without setting a default credit note account:

• Go to the Billing and create a new Sale bill.

• After selecting the item, press F3 to open the Multiple Payment Mode window.

• Click on the Link option to link the sale and select Pending Sale Returns.

Since no "Credit Note Account" was set, the system displays pending sale returns for all parties.

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Implement With Default Credit Note Account

Now, go back to Sale Voucher Configuration and set a default Credit Note Account.

Then:

• Reopen the Sale Window and follow the same steps.

• Upon selecting Pending Sale Returns, the system now filters and displays only the returns linked to the default credit note account specified.

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Summary

Setting a default credit note account helps:

• Streamline return linkage.

• Reduce manual selection errors.

• Improve transaction speed and accuracy during billing.