# Setup Bill Series

**YouTube:** [How to Set Up a New Billing Series for Sale Bill?](https://www.youtube.com/watch?v=HuMf-6MUbnQ)

## How to Set Up a New Billing Series for Sale Bill?

In this tutorial, we’ll guide you through the process of **creating and managing bill series** in Logic ERP.

***

### View Existing Bill Series

In the **Sales Bill Window**, you will notice a **Bill Series dropdown**.\
Here, you can already see predefined series like **GST** and **Retail**.

<figure><img src="/files/rvgMLsqcUP9WuBv4n6R4" alt=""><figcaption></figcaption></figure>

***

### Create a New Bill Series

* Navigate to: Setup\Setup Items and then select **"Setup Bill Series".**
  * This window displays all predefined bill series.
* Click to **create a new bill series**.

<figure><img src="/files/simS83OT7VaJ6VQ26A0H" alt=""><figcaption></figcaption></figure>

* Enter the following details:
  * **Bill Series Name**
  * **Starting Number**
  * **Bill Type** → Select *Sale*

<figure><img src="/files/9BCRUnGiKNnkleceFrUB" alt=""><figcaption></figcaption></figure>

* **Visible** → Set to *True* if you want it to appear in billing.

<figure><img src="/files/35mgqFZz8tecMFmZZbda" alt=""><figcaption></figcaption></figure>

* Additional options allow you to configure:
  * Display in **Sale Challan (SR)**
  * Use for **Stock Transfer**
  * Other series-specific settings.

<figure><img src="/files/ZNKFZS3cOytdS5c0fxYh" alt=""><figcaption></figcaption></figure>

* Save the changes.
  * **Note:** You can also define the Financial Year and Branch details in the Series.

<figure><img src="/files/CpZU5KNqEHcEMX7uCMee" alt=""><figcaption></figcaption></figure>

***

### Configure the New Bill Series

* Go to **Sale Voucher Configuration**.
* Select the **newly created bill series**.
* You can either:
  * Configure manually using available options, OR
  * **Copy settings from an existing series** (e.g., GST series).

<figure><img src="/files/bQZ3nZSId0WAR75fnnpS" alt=""><figcaption></figcaption></figure>

* Save the configuration.
* Return to the **Billing Screen**.
  * The **new bill series** will now be visible in the dropdown.

<figure><img src="/files/oyPtzpWY7LJHrCIxvBkX" alt=""><figcaption></figcaption></figure>

***

### Hide a Bill Series

If you don’t want a series to appear in the dropdown:

* Go back to **Setup → Bill Series**.
* Select the series (e.g., *Retail*).
* Set **Visibility = False**.

<figure><img src="/files/MtI8tiw3bGQ4RIWarNQy" alt=""><figcaption></figcaption></figure>

* Save the changes.
* Return to the billing screen.
  * The *Retail* series will now be hidden from the dropdown.

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

***

You’ve now learned how to **create, configure, and manage bill series** in Logic ERP.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://kb.logicerp.com/logic-erp-learning-hub-tutorials-and-best-practices/setups/setup-items/setup-bill-series.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.