Do not Allow Debit Balance of a Party while Billing

YouTube: How to Prevent Credit Sales by Restricting Billing for Customers with Debit Balance ?

This tutorial explains how to enable a control in Logic Admin that prevents billing for parties whose account balance would become debit, helping maintain financial discipline and credit control.

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🔧 Step-by-Step Instructions

• Navigate to the Logic folder and run Logic Admin.

• Open Global Settings.

• Click to Sales Settings - 2 tab.

• Find and enable the option: “Do not Allow Debit Balance of a Party while Billing.”

Let's keep this feature enable to observe its impact in billing.

• Check this option to activate the restriction.

• Click Save to apply the changes.

Step 5: Restart the Software

• Close and restart the Logic software to enforce the updated setting.

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Functionality Overview

• Once enabled, the software will prevent billing if the transaction would cause a party’s balance to go into debit.

• If a user tries to save a voucher under these conditions, a warning will appear: “Party balance will become debit, cannot allow entry.”

As you can see in the picture, the debit balance prompt has appeared.

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Key Benefits

• Ensures financial control by preventing credit sales to overdrawn parties.

• Avoids bad debts and enforces company credit policies.

• Improves cash flow management by encouraging upfront payments or settlements.

• Reduces risk of unintended entries and billing errors.