Post customer ledger entries from a POS entry
To be able to post customer ledger entries from a POS entry,follow the provided steps:
- Click the
button, enter POS Posting Profiles, and choose the related link. - Select one of the available posting profiles, or create a New one.
- Enable Posting of customer ledger entries via the designated toggle switch in the Customer Ledger Entry Posting Setup FastTab.
- Configure the following options according to your business needs:
| Option Name | Description |
|---|---|
| Customer Posting Group Filter | Specifies the customer posting group for which customer ledger entries will be posted. |
| Post for Legal Entities | Specifies whether the customer ledger entries should only be posted for legal entities (the customers that have VAT Registration No. defined on their Customer Card). |
| General Journal Template Name | Specifies the journal template name that will be assigned to the general journal lines in the customer ledger activity. |
| General Journal Template Batch Name | Specifies the journal batch name that will be assigned to the general journal lines in the customer ledger activity. This option is useful if you wish to separate G/L entries posted for customers by journal batch. |
