Customer Linking for Sale Documents A/c Entry

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How to Configure a Separate Customer for Account Posting in Sales Bills?

In this tutorial, we will learn how to link a Billing Account with an Entry Account for Sales Documents in Logic ERP. This feature allows businesses to generate sales bills under one customer while posting the accounting entry to another linked account automatically.

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Open Customer Linking Setup

• Navigate to the Main Menu

• Open the Setup Module

• Expand Set Other Account Details

• Click Customer Linking for Sale Documents A/c Entry

• This will open the Customer Linking configuration window.

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Select Entry Account and Billing Account

Now define the accounts that will be linked together.

Entry Account

• Select the Entry Account where the accounting entry will be posted.

Billing Account

• Select the Billing Account that will be used while generating the sales bill.

Example in this demonstration:

• Billing Account: Logic ERP - Punjab

• Entry Account: Logic ERP - Delhi

This means that whenever a Sales Bill is created for ABC Mart Jaipur, the accounting entry will automatically be posted to ABC Mart Delhi.

• Click Save to store the linking configuration.

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Enable Entry Account Display in Billing Window (Optional)

If you want to view the entry posting account directly in the billing window, enable the required column.

Steps

• Open Sale Voucher Configuration

• Select the relevant billing series

• Navigate to Column Lock Options

• Enable Account Entry Customer Column

• Click Save to apply the configuration.

Refresh the Billing Window

• Return to the Sales Billing Window.

• Click New Bill to refresh the screen.

You will now notice that the Account Entry Customer column is visible in the billing header.

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Generate a Sales Bill Using the Linked Account

• Now create a sales transaction to observe how the linking works.

• In the Billing Account field

• Select: Logic ERP - Punjab

• As soon as the billing account is selected

• The linked Entry Account (Logic ERP - Delhi) will automatically appear in the Account Entry Customer column.

If required, this entry account can also be changed manually.

Now:

• Add the item details

• Complete the sales transaction

• Click Save

The Sales Bill will be generated successfully.

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Verify the Entry in the Ledger Report

Next, verify how the accounting entry has been recorded.

• Navigation to the Reports

• Open Ledger Report

Apply filters for both accounts:

• Billing Account: Logic ERP - Punjab

• Entry Account: Logic ERP - Delhi

• Generate the report.

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Understanding the Ledger Result

In the Ledger Report, you will observe:

• The accounting entry is recorded under Logic ERP - Delhi

• Even though the Sales Bill was generated using Logic ERP - Punjab

• This confirms that the Customer Linking configuration is working correctly.

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Conclusion

Using the Customer Linking for Sale Documents A/c Entry feature in Logic ERP, businesses can:

• Link multiple billing customers to a single accounting account

• Simplify accounting entries for branch or group customers

• Maintain accurate ledger postings

• Improve account management and reporting

This feature is especially useful for group customers, franchise networks, and centralized accounting structures.