How to Customize Sale Bill Narration in LOGIC ERP (Step-by-Step Guide)

May 6, 2026 in Billing Software 0 comments

Customizing the Sale Bill Narration in LOGIC ERP helps businesses maintain clear, consistent, and meaningful transaction records in their ledger. Whether you want automated narration, remark-based entries, or dynamic formulas, this guide explains everything in a structured and practical way.

This tutorial is especially useful for retailers, distributors, accountants, and finance teams who rely on accurate ledger narration for reporting, audits, and reconciliation.

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What is Sale Bill Narration in LOGIC ERP?

Sale Bill Narration refers to the descriptive text automatically or manually recorded against each sales transaction in your ledger.

It helps in:

Understanding transaction context quickly
Improving audit and compliance clarity
Simplifying account reconciliation
Enhancing financial reporting accuracy

Why Customize Sale Bill Narration?

By default, narration may be system-generated or limited. Customizing it allows you to:

Automate meaningful descriptions for every invoice
Include key details like customer name, invoice number, and amount
Standardize narration across all sales entries
Reduce manual effort and inconsistencies

Step-by-Step: Access Sale Bill Narration Settings

Follow these steps to configure narration:

Step 1: Open Sales Voucher Configuration

Go to Sales Voucher Configuration in LOGIC ERP

Step 2: Select Billing Series

Choose the relevant billing series for which you want to customize narration

Step 3: Navigate to Other Settings-2

Click on Other Settings-2

Step 4: Locate “Sale Bill Narration”

Find the option: “Sale Bill Narration”

You will see three configuration options:

Default
Remarks-1 of the Bill
Remarks-1 + 2 of the Bill

Understanding Sale Bill Narration Options

1. Default Option

The Default setting provides two flexible approaches:

A. System-Generated Narration

Select Default
Enter remarks in Other Details (Remark 1)
Upon posting the bill, LOGIC ERP automatically generates narration

This is ideal for users who want quick, automated narration without customization.

B. Using a Narration Formula (Advanced Customization)

For more control, you can define a Narration Formula.

Steps:

Keep Sale Bill Narration = Default
Go to Other Settings-1
Locate Narration Formula
Enter a structured formula

Example Formula:

Sale to {ACCOUNT NAME} Against Invoice No. {BILL NO.(NUMERIC)} Dated {INVOICE DATE} For Rs. {BILL AMOUNT(NUMERIC)}

Output Example:

Sale to ABC Traders Against Invoice No. 1025 Dated 05/05/2026 For Rs. 25,000

This method ensures:

Consistency across all invoices
Professional, audit-ready narration
Zero manual intervention

2. Sale Bill Narration as Remarks-1 of the Bill

In this mode:

You enter values in Remark 1 and Remark 2
Only Remark 1 is reflected in ledger narration

Example:

Remark 1: Urgent delivery
Remark 2: Payment due next week

Ledger Output:

Urgent delivery

This option is useful when:

You want short, focused narration
Only primary instructions or notes need to be recorded

3. Sale Bill Narration as Remarks-1 & 2 of the Bill

This option combines both remarks into a single narration.

Example:

Remark 1: Urgent delivery
Remark 2: Payment due next week

Ledger Output:

Urgent delivery, Payment due next week

This is ideal when:

You need detailed narration
Both operational and financial notes are important

How Narration Appears in Ledger Reports

Once configured:

Narration is automatically displayed in the ledger report narration column
It reflects based on the selected configuration
Helps in faster analysis and better financial tracking

Best Practices for Sale Bill Narration

Use Narration Formula for standardized, scalable operations
Keep remarks clear and concise
Avoid overly long or complex narration
Train billing staff to maintain consistency
Regularly review ledger reports for accuracy

Common Mistakes to Avoid

Not selecting the correct billing series before configuration
Mixing manual remarks with formula-based narration inconsistently
Using unclear or incomplete remark entries
Ignoring narration validation in reports

Business Use Cases

Retail & Supermarkets

Use narration to track customer-specific instructions and invoice references.

Distribution Businesses

Maintain clarity in bulk transactions with automated narration formulas.

Accounting & Finance Teams

Ensure audit-ready entries with structured and consistent narration.

Conclusion

Customizing Sale Bill Narration in LOGIC ERP is a simple yet powerful way to improve financial clarity, automate documentation, and enhance reporting accuracy.

Whether you choose default narration, remark-based entries, or formula-driven automation, this feature ensures your sales transactions are always well-documented, professional, and easy to interpret.

Call at +91-73411-41176/75 or send us an email at sales@logicerp.com to book a free demo today!

Frequently Asked Questions (FAQs)

Q1. Can I change narration settings for different billing series?

Yes, narration can be configured separately for each billing series.

Q2. What is the best option for automation?

Using a Narration Formula under Default is the most efficient and scalable approach.

Q3. Will narration appear in reports automatically?

Yes, once configured, narration is auto-generated and visible in ledger reports.

Q4. Can I include invoice and customer details in narration?

Yes, by using placeholders in the narration formula.

Author

Gurbir Singh

Co-founder & Managing Director | LOGIC ERP Solutions Pvt. Ltd.

With 30+ years of experience in the tech industry, I took the helm of technology & product development, ensuring LOGIC ERP’s continuous innovation & leadership in the evolving tech landscape.