> For the complete documentation index, see [llms.txt](https://kb.logicerp.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://kb.logicerp.com/logic-erp-learning-hub-tutorials-and-best-practices/user-access/logic-global-admin/pos-options/pos-options-2/credit-amount-posting-for-retail-customers.md).
# Credit Amount Posting for Retail Customers
**YouTube:** [How to Configure Global Settings for Credit Amount Posting to Retail Customers in Sale Bill?](https://www.youtube.com/watch?v=UU0wQIFUCLM\&t=59s)
## How to Configure Global Settings for Credit Amount Posting to Retail Customers in Sale Bill?
In this tutorial, we’ll learn how to configure **credit amount posting behavior** for retail customers based on the type of sale (Regular, Home Delivery, or Takeaway) in **Logic ERP**.
This setting controls whether the **credit amount** is posted to the **retail customer's account** or the **default customer account**.
***
### Access Global Settings in Logic Admin
* Open **Logic Admin**.
* Navigate to **Global Settings**.
* Under **POS Options**, go to the **POS Options 2** section.
* Locate and enable the option labeled as:
> **"Credit Amount Posting for Retail Customers"**
> This option is also available per **Sale Voucher Configuration but** setting it from **Global Settings** ensures uniform behavior across **all series and branches**.
***
### **Post Against Retail Customer for Non-Home Delivery Only**
* **Behavior:**\
Credit will be posted to the **retail customer account** for **Regular** and **Takeaway** bills.\
For **Home Delivery**, credit goes to the **default customer account**.
* **Steps to Implement:**
* Enable this option
* Save settings and **restart the software**
* Create a new sale bill
* Select a retail customer
* Choose **bill type** (Regular or Takeaway)
* Enter partial cash + credit payment
* Save and check the **Journal Report**
* **Result:**\
Credit amount is posted under the **Retail Customer** account (for non-home delivery types)
**Best For:** Restaurants and retail setups where home deliveries are billed to a central account, but walk-ins are billed directly to the customer.
***
### **Do Not Post the Entry**
* **Behavior:**\
The credit amount is **never posted** to the retail customer account—**regardless** of bill type. It is posted under the **default customer account**.
* **Steps to Test:**
* Enable this option
* Restart the software
* Create a bill with any **bill type**
* Select a customer
* Use cash + credit for payment (Do as same as we did in previous step)
* Save and check the **Journal Report**
* **Result:**\
Credit amount is posted to the **Default Customer Account**, not the retail customer
**Best For:** Environments where customer-level ledger tracking is **not required**, and a central ledger is preferred.
***
### **Always Post Against Retail Customer**
* **Behavior:**\
Credit is **always** posted to the **retail customer account**, regardless of the bill type—**Regular**, **Takeaway**, or **Home Delivery**.
* **Steps to Test:**
* Enable this option
* Save and restart the software
* Create a sale bill
* Select or create a retail customer
* Choose any bill type
* Make a partial payment + credit (Do as same as we did in previous step)
* Save and check the **Journal Report**
* **Result:**\
Credit is posted under the **Retail Customer’s Account**
**Best For:** Businesses that require **individual customer credit tracking** for all types of sales.
***
### Summary Table
| Option | Credit Posted To | Applies To Bill Type | Ideal For |
| ----------------------------------------------------------- | ------------------------------------------- | -------------------- | ---------------------------------------------- |
| **Post Against Retail Customer for Non-Home Delivery Only** | Retail Customer (only for Regular/Takeaway) | Regular, Takeaway | Restaurants with central home delivery billing |
| **Do Not Post the Entry** | Default Customer Account | All types | Centralized ledger usage |
| **Always Post Against Retail Customer** | Retail Customer | All types | Customer-wise credit tracking |
***
### Final Notes
* Always **restart the software** after changing global settings to apply changes.
* If you’re using **series-wise configuration**, ensure consistency across branches.
---
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