Show all Pending Cash/Bank Receipts (Advances)/Sale Return (SR) in Billing (Ignore Customer Filter)

YouTube: How to Disable Customer Filter for Pending Cash/Bank Advances and Sale Returns in Billing ?

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.

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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.

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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.

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View All Pending Entries

• Click on Link Sale Return: You’ll now see all pending sale return entries, regardless of the selected customer.

• Click on Link CR/BR: All pending cash receipts, bank receipts, and advance entries will be shown, ignoring customer filters.

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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.

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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.