# Credit Note Account

**YouTube:** [How to Filter Credit Notes/Sale Returns While Linking in Sale Bill?](https://www.youtube.com/watch?v=3COasSA6GBc)

## 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"**

<figure><img src="/files/eMmjwOM91TsuyegxCCG4" alt=""><figcaption></figcaption></figure>

* 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**.

<figure><img src="/files/tytscd3NgF9NFLX9Czn2" alt=""><figcaption></figcaption></figure>

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&#x20;

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

<figure><img src="/files/N5Mye3g53DCrANE64eqx" alt=""><figcaption></figcaption></figure>

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.

<figure><img src="/files/xjhvSLlQSTBfnzNRdjXb" alt=""><figcaption></figcaption></figure>

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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.


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