Credit Amount Posting for Retail Customers

YouTube: How to Configure Global Settings for Credit Amount Posting to Retail Customers in Sale Bill?

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

Final Notes

• Always restart the software after changing global settings to apply changes.

• If you’re using series-wise configuration, ensure consistency across branches.