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

Feature	Benefit
Branch Flexibility	Customers can redeem credit notes at any authorized outlet.
Central Control	Settings managed via Logic Admin ensure secure and consistent behavior.
Transparent Billing	Credit redemption and balances clearly visible in the transaction.

---

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.