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

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.

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.

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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