Allow Credit Note Redemption Across Branches

YouTube: How to Enable Credit Note Redemption Across Branches in Billing?

How to Enable Credit Note Redemption Across Branches in Billing?

This guide explains how to redeem a credit note issued at one branch (e.g., Head Office) in another branch, a valuable feature for businesses operating multiple outlets.

Enable the Feature in Global Settings

• Open Logic Admin and go to Global Settings.

• Navigate to the Sale Return Settings section.

• Locate and enable the option labeled as:

"Allow Credit Note Redemption Across Branches"

• Enable this setting.

• Click Save, then Restart the software for the changes to take effect.

Redeem the Credit Note at Another Branch

Let’s assume a credit note of ₹1,791 was issued at the Head Office. We will now redeem it at a different branch.

• Log in to the target branch (where redemption will occur).

• Go to the Sale Voucher window and start a new billing transaction.

• After completing item entry, press F3 or click on the Payment button.

• In the payment window, click on the Link button.

Enter Credit Note Details

• A dialog box will prompt for the Credit Note Voucher Number.

• Enter the voucher number in the following strict format:

  • Series prefix –

  • Document number –

  • Branch code – HYEN

  • Financial year –

  Complete format: SeriesPrefix-DocumentNumber-HYEN-FinancialYear

  • For example: SR-1792-20242025

  • Note: No spaces should be included. Use hyphens to separate each section.

• Press Enter, then click OK.

Successful Redemption Confirmation

• Once the credit note is validated, it will be successfully applied to the bill.

• The bill amount will be reduced accordingly (e.g., from ₹1,899 to ₹108).

• The adjusted amount (₹1,791 in this case) will be shown in the Adjusted Amount field.

Key Benefits

Tips & Best Practices

• Always verify credit note details before applying.

• Ensure series prefix and branch codes are used correctly.

• Regularly audit cross-branch transactions to avoid misuse.