Last Bill Within Due Date

YouTube: How to Configure Prompt for Customer's Last Bill Receipt Date in Sale Bill ?

How to Configure Prompt for Customer's Last Bill Receipt Date in Sale Bill?

In this tutorial, we will explore the "Last Bill Within Due Date" feature. This feature helps determine how the system behaves when a customer's previous bill is still within the due date, offering flexibility in handling payments and discounts.

Steps to Configure:

• Access Sales Voucher Configuration and select the relevant Billing Series.

• Locate the option labeled "Last Bill Within Due Date".

• This feature has several parameters that define the system’s behavior. Let's explore each of these parameters.

  • No Action

  • Prompt

  • Prompt Bill Number for Sp Disc

As mentioned above, follow the given steps and select the appropriate option from the dropdown as per your requirement.

Exploring the Parameters:

• Parameter 1: "No Action"

  • Description: This option means that whether the previous bill is paid or pending, the system takes no further action and allows the billing process to continue as usual.

  • Usage: The system will not prompt or interrupt the process, ensuring a seamless transaction.

• Parameter 2: "Prompt"

  • Description: If the due date is defined for the customer and a payment has already been received, the system will display a prompt message during the next billing cycle for the same customer.

As per the defined configuration, the prompt shown above will appear as soon as the account is selected

• Steps to Verify:

  • Go to Setup Accounts and click on Other Details.

  • Under Payment Terms, ensure that the due days are defined for the selected customer.

As you can see here, we have defined the credit days in the party account.

• When you select the customer for billing, the system will display a prompt with details about the previous bill payment, including:

  • Bill date

  • Due date

  • Receipt date

• Parameter 3: "Prompt Bill Number for Sp Disc"

  • Description: This option alerts the operator when creating a bill for a customer and applying a special discount. The system will prompt the operator to enter the previous bill number before proceeding.

  • Functionality:

    • If the previous bill has not been paid within the due date, the software will notify the operator before applying the discount.

As per the defined configuration, the prompt shown above will appear as soon as the special discount is applied.

• Steps to Verify:

  • Begin by transacting an item for the customer.

  • Go to Other Details and apply a special discount.

  • The system will prompt you to enter the last bill number for the selected customer.

  • If the last bill has not been cleared within the due date, an error message will be displayed, preventing the application of the special discount.

Summary:

• This feature helps operators identify when a customer's previous bill is pending, and it allows for more controlled handling of discounts and billing.

• The final decision of whether to apply the discount to the new bill lies with the operator, based on the status of the previous bill.