How to Disable Customer Filter for Pending Cash/Bank Advances and Sale Returns in Billing?
In this tutorial, we’ll explore a useful feature in Logic ERP that allows you to view all pending Cash/Bank Receipts, Advances, and Sale Returns, regardless of the customer selected in the billing screen.
Access Global Settings in Logic Admin
Open Logic Admin.
Navigate to Global Settings.
Under POS Options, go to the POS Options 1 section.
Locate and enable the option labeled as:
"Show all Pending Cash/Bank Receipts (Advances)/Sale Return (SR) in Billing (Ignore Customer Filter)"
Save the settings and restart the software to apply the changes.
Use the Feature in Billing
Open the Sale Bill – Touch Screen window.
Begin creating a sale bill by adding items to the voucher.
Proceed to the Payment Window.
View All Pending Entries
Click onLink Sale Return:
You’ll now see all pending sale return entries, regardless of the selected customer.
Click onLink CR/BR:
All pending cash receipts, bank receipts, and advance entries will be shown, ignoring customer filters.
Use Case Example
This functionality is particularly beneficial in business environments where:
Payments and returns are processed centrally.
The billing user needs visibility into all pending transactions, not limited by customer.
Summary
Feature
Behavior
✅ Enabled
Displays all pending CR/BR/Advance/SR entries in billing
❌ Disabled
Shows only entries relevant to the selected customer
This option streamlines your billing process by providing broader visibility into financial transactions, especially useful in multi-location or centralized accounting setups.
