@DipenFrappe
When creating transactions such as Sales Invoice, Delivery Note, Purchase Invoice, or Purchase Receipt, it would be very helpful if ERPNext automatically displayed the current ledger balance (Receivable or Payable) for the selected Customer or Supplier.
Currently, users must open the Customer/Supplier Ledger or Accounts Receivable/Payable reports separately to check balances, which interrupts the workflow.
Proposed Feature
• When a Customer or Supplier is selected in a transaction form, ERPNext should:
o Automatically fetch the current outstanding balance using the existing function get_balance_on.
o Display the balance below the Customer/Supplier field or in the dashboard header.
o Color-code it for clarity (e.g., orange for receivable, red for payable, green for advance/credit).
New Option in Accounting Settings
Add a toggle option in Accounts Settings:
Show Party Ledger Balance in Transactions
[ ] Enable showing Customer/Supplier ledger balance in transaction forms
When enabled:
• The system shows the current balance for the selected Customer/Supplier across applicable doctypes.
When disabled:
• Default ERPNext behavior (no balance display).
Applicable Doctypes
• Sales Invoice
• Sales Order
• Delivery Note
• Purchase Invoice
• Purchase Order
• Purchase Receipt
@DipenFrappe
When creating transactions such as Sales Invoice, Delivery Note, Purchase Invoice, or Purchase Receipt, it would be very helpful if ERPNext automatically displayed the current ledger balance (Receivable or Payable) for the selected Customer or Supplier.
Currently, users must open the Customer/Supplier Ledger or Accounts Receivable/Payable reports separately to check balances, which interrupts the workflow.
Proposed Feature
• When a Customer or Supplier is selected in a transaction form, ERPNext should:
o Automatically fetch the current outstanding balance using the existing function get_balance_on.
o Display the balance below the Customer/Supplier field or in the dashboard header.
o Color-code it for clarity (e.g., orange for receivable, red for payable, green for advance/credit).
New Option in Accounting Settings
Add a toggle option in Accounts Settings:
Show Party Ledger Balance in Transactions
[ ] Enable showing Customer/Supplier ledger balance in transaction forms
When enabled:
• The system shows the current balance for the selected Customer/Supplier across applicable doctypes.
When disabled:
• Default ERPNext behavior (no balance display).
Applicable Doctypes
• Sales Invoice
• Sales Order
• Delivery Note
• Purchase Invoice
• Purchase Order
• Purchase Receipt