Pay Mode

YouTube: How to Configure Different Payment Modes in Sale Bill ?

How to Configure Different Payment Modes in Sale Bill ?

In this tutorial, we'll walk you through the process of configuring default payment modes in Logic ERP to streamline your billing process. You'll learn how to set up the system to automatically apply payment options such as Credit, Cash, Always Credit After Saving, and Cheque, based on your business requirements.

Let’s get started and see how each setting works in real-time within the billing screen!

Access Configuration

• Navigate to Sales Voucher Configuration.

• Select the relevant Billing Series.

• Locate the setting labeled “Pay Mode" Under the Other Settings-2.

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

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Implement With "Credit"

1. Set the Pay Mode to Credit.

2. Open a new sales bill.

3. Observation: The default payment mode is automatically set to Credit.

This image illustrates that the default payment mode has been automatically set to "Credit" in the billing screen.

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Implement With "Cash"

1. Set the Pay Mode to Cash.

2. Click on New Bill to refresh the screen.

3. Observation: The default payment mode is now set to Cash.

This image illustrates that the default payment mode has been automatically set to "Cash" in the billing screen.

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Implement With "Always Credit After Saving"

1. Select “Always Credit After Saving” from the Pay Mode dropdown.

2. Generate a sales bill using any payment mode (e.g., Cash).

3. Save the bill.

   Observation:

   Even though Cash was selected initially, the system automatically updates the mode to Credit after the bill is saved.

This image illustrates that the default payment mode has been automatically set to "Always Credit After Saving" in the billing screen.

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Implement With "Cheque"

1. Set the Pay Mode to Cheque in the configuration.

2. Open a new bill.

   Observation:

   The payment mode is now pre-set to Cheque by default.

This image illustrates that the default payment mode has been automatically set to "Cheque" in the billing screen.

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Summary

Pay Mode Setting	Behavior on Billing Screen
Credit	Sets default payment mode to Credit
Cash	Sets default payment mode to Cash
Always Credit After Saving	Converts any selected mode to Credit after bill is saved
Cheque	Sets default payment mode to Check