Same Party/ Date-New Bill

YouTube: How to Enable Single Bill per Party per Date in Sale Bill ?

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.

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