# 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**.

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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 2** section.
* Locate and enable the option labeled as: 

> **"Credit Amount Posting for Retail Customers"**

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FrWrm1zeHYGfKaQskZpvJ%2FGlobal%20Admin.png?alt=media&#x26;token=22c1eb3f-8820-49f8-bcf2-cd7810ba139d" alt=""><figcaption></figcaption></figure>

> This option is also available per **Sale Voucher Configuration but** setting it from **Global Settings** ensures uniform behavior across **all series and branches**.

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### **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)

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FGfSqwSc4CVszmPvAqOtz%2FRegular%20-%20Post%20Against%20Retail%20Customer%20for%20Non-Home%20Delivery%20Only.png?alt=media&#x26;token=2804e301-28aa-4743-be8e-72aff42df66c" alt=""><figcaption></figcaption></figure>

* Enter partial cash + credit payment

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FczyFUHfkErEQG6Ez8WEE%2FRegular%20-%20Credit%20Posting.png?alt=media&#x26;token=e6c4b108-4fd1-4709-8352-85b293f2002f" alt=""><figcaption></figcaption></figure>

* Save and check the **Journal Report**
* **Result:**\
  Credit amount is posted under the **Retail Customer** account (for non-home delivery types)

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FKfd9AgT44DVsD479Ns41%2FRegular%20JV%20Report.png?alt=media&#x26;token=a5573b7e-cfc8-431c-89fa-3ada728903e4" alt=""><figcaption></figcaption></figure>

**Best For:** Restaurants and retail setups where home deliveries are billed to a central account, but walk-ins are billed directly to the customer.

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### **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

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FgypJlxI4AvIvfAE4acYO%2FDo%20Not%20Post%20-%20JV%20Report.png?alt=media&#x26;token=5870cb9e-c4e1-476e-bbc0-b0f345f9a0b1" alt=""><figcaption></figcaption></figure>

**Best For:** Environments where customer-level ledger tracking is **not required**, and a central ledger is preferred.

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### **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**

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FKBQllnXlBT7GEEf1iHgW%2FAlways%20POst%20-%20JV%20report.png?alt=media&#x26;token=df1c4912-088d-4a13-a102-32c8c94dc5ba" alt=""><figcaption></figcaption></figure>

**Best For:** Businesses that require **individual customer credit tracking** for all types of sales.

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### 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.