Using pendings function in income tab
When the products is Delivered from the inventory, its come under the income pendings. In this par- ticular 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 incom 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
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.