Create Payment Mode Wise Sale Report

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How to Generate Payment Mode Wise Sale Report?

In this tutorial, we’ll learn how to configure a Payment Mode–Wise Daily Sales Report in Logic ERP.

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Access to Account-Wise Daily Sales Report - Item Wise.

• Navigate to the Reports/Queries section.

• Select Sales Registers.

• Open Account-Wise Daily Sales Report - Item Wise.

• Click on Configuration.

• Define a suitable Configuration Name for easy reference.

• Proceed to the Report Options tab.

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Define Report Options

• Set Report Consolidation to Bill Wise.

• Enable the Item Details option.

• Under Item Consolidation, select the specific item-level details you want to display in the report.

• In the Report Totals section, enable the Grand Total option to view overall totals at the end of the report.

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Configure Other Options

• Navigate to the Other Options section.

• Set the Credit Card Column display mode to Credit Card Name-Wise.

• Once all required changes are made, click Save to store the configuration.

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Create and Customize the Report

• From the list of available configurations, select the one you just created.

• Click Create to generate the report.

• By default, all columns will be displayed.

• To customize:

  • Open Setup Column Attributes.

  • Unselect all columns first.

  • Then select only the required columns for your report.

  • Search for the Credit Cards column and enable it by ticking the checkbox.

• Rearrange the column order as needed using the arrow keys.

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View and Analyze the Report

• Save your settings and refresh the report by pressing F2.

• The report will now display daily sales data categorized by payment mode.

• All payment modes — such as Cash, Credit Card, and UPI — are shown clearly.

• Each credit card created in the system automatically appears as a separate column, showing payments recorded against it in the sales bills.

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You have successfully configured a Payment Mode–Wise Daily Sales Report in Logic ERP.