Income

Using pendings function in income tab

When the products is Delivered from the inventory, its come under the income pendings. In this particular feature you can view /convert the pending of Income.

Step 1 : Click Pendings under income tab
Step 2 : Click Action button and View (or) Convert it to Sales Order (or) convert
to invoice Proforma Invoice (or) Invoice or Receipt

Using Invoice function in Income tab

In this particular feature helps to Create any number of Invoices.

Step 1 : Click invoice under incom
Step 2 : Click add invoice
Step 3 : Fill the relevant details
(Settings Type , Invoice Type, Customer Name, Customer Reference, Executive,
Invoice Template, Product , Other Details, Set Reminder, Add Delivery Details,
Buyer Details, Despatch Details, Is This Recurring, Packing Details)
Step 4 : Click Save

Using Proforma Invoice in Income tab

Using the proforma Invoice in the Income tab you can create any number of proforma invoice to
your customers .

Step 1 : Click Proforma invoice under income
Step 2 : Click Add proforma invoice
Step 3 : Fill the relevant details
Step 4 : Save and create new or Save and SMS or Save and Email or Save and
Print or Save.

Using receipt function in income tab

This feature helps you to create any number of receipt as required.

Step 1 : Click receipt under income
Step 2 : Click add receipt
Step 3 : Fill the receipt details
Step 4 : Click save
Step 5 : Click action button then Convert to PDF receipt(or) Mail receipt (or)
Print receipt (or) Update receipt (or) delete receipt

Import Receipt

You can also import directly from excel.

Step 1 : Click receipt under income
Step 2 : Click Import receipt
(Import excel format : Raise a receipt to, Towards, For, Receipt No, Which
is due on, Paid Date, Paid Amount, Add to Account, Account Notes, Payment
Mode, Payment Notes, TDS Amount)
Step 3 : Click Choose file & you can import the excel file
Step 4 : Click import
Step 5 : Fill the relevant details
Step 6 : Click save

Using Credit Note function in Income tab

This feature helps you to create any number of credit note as required.

Step 1 : Click credit note under income tab
Step 2 : Click Add credit note
Step 3 : Fill the relevant details
Step 4 : Save
Step 5 : Click action button then Convert to PDF receipt(or) Mail receipt (or)
Print receipt (or) Update receipt (or) delete receipt

Using Reports under Income tab

Using these feature you can view all your reminders and perform the necessary action as required.

Step 1 : Click Reports under income
Step 2 : You can view Sales Report, Daily Collection Report, Customer Ledger,
Overdue Invoice, Fast Moving Products.