How to Enable Single Bill per Party per Date in Sale Bill?
This tutorial will guide you through the “Same Party/Date – New Bill” feature — a smart functionality that helps you decide whether to create a new bill or edit an existing one when billing the same party on the same date.
Step-by-Step Instructions:
Accessing to the "Sales Voucher Configuration" window.
Select the relevant billing series.
Locate the option labeled: “Same Party/Date – New Bill”
This setting offers three configuration parameters. Let’s review each:
No Action
Edit Bill After Party Selection
Edit Bill After Item Selection
As mentioned above, follow the given steps and select the appropriate option from the dropdown as per your requirement.
1. No Action
Description:
The system takes no specific action when the same party is billed again on the same date.
A new bill will be created every time, regardless of any previous bills.
Use Case:
Suitable when multiple separate bills are allowed or preferred for the same party on the same day.
2. Edit Bill After Party Selection
Description:
When the user selects a party that already has a bill created for the same date,
the system will automatically retrieve and open the previous bill.
Allows the user to edit and update the existing bill.
When a user selects a party with an existing bill for the same date, the system retrieves and opens the previous bill for editing.
Demonstration:
Create a sales bill for a party.
Then, attempt to create another bill for the same party on the same day.
The previously saved bill will open automatically for editing.
3. Edit Bill After Item Selection
Description:
When the user selects the same party and adds an item that already exists in a previously created bill,
the system retrieves the existing bill with that item.
The user can then edit and save the updated bill.
When the user selects the same party and adds an existing item, the system retrieves the previous bill for editing.
Demonstration:
Generate a bill for a party with a specific item.
Try creating another bill for the same party and item.
The existing bill opens, allowing you to modify and save it.
Summary:
This feature enhances billing efficiency by reducing duplication and offering control over bill editing behavior for recurring transactions with the same party.
