Same Party/ Date-New Bill

YouTube: How to Enable Single Bill per Party per Date in Sale Bill ?

How to Enable Single Bill per Party per Date in Sale Bill?

This tutorial will guide you through the “Same Party/Date – New Bill” feature — a smart functionality that helps you decide whether to create a new bill or edit an existing one when billing the same party on the same date.

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Step-by-Step Instructions:

• Accessing to the "Sales Voucher Configuration" window.

• Select the relevant billing series.

• Locate the option labeled: “Same Party/Date – New Bill”

• This setting offers three configuration parameters. Let’s review each:

  • No Action

  • Edit Bill After Party Selection

  • Edit Bill After Item Selection

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

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1. No Action

• Description:

  • The system takes no specific action when the same party is billed again on the same date.

  • A new bill will be created every time, regardless of any previous bills.

• Use Case:

  • Suitable when multiple separate bills are allowed or preferred for the same party on the same day.

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2. Edit Bill After Party Selection

• Description:

  • When the user selects a party that already has a bill created for the same date, the system will automatically retrieve and open the previous bill.

  • Allows the user to edit and update the existing bill.

When a user selects a party with an existing bill for the same date, the system retrieves and opens the previous bill for editing.

• Demonstration:

  • Create a sales bill for a party.

  • Then, attempt to create another bill for the same party on the same day.

  • The previously saved bill will open automatically for editing.

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3. Edit Bill After Item Selection

• Description:

  • When the user selects the same party and adds an item that already exists in a previously created bill, the system retrieves the existing bill with that item.

  • The user can then edit and save the updated bill.

When the user selects the same party and adds an existing item, the system retrieves the previous bill for editing.

• Demonstration:

  • Generate a bill for a party with a specific item.

  • Try creating another bill for the same party and item.

  • The existing bill opens, allowing you to modify and save it.

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Summary:

This feature enhances billing efficiency by reducing duplication and offering control over bill editing behavior for recurring transactions with the same party.