Using Pendings function in Expenses Tab

In this particular feature you can view /convert the pending of Expenses

Step 1 : Click Pendings under Expenses tab

step 2 : Click Add pendings

Step 3 : Fill the relevant details & save

Step 4 : Click action button & Convert to Purchase Order (or)Convert to Expenses (or) Payment

Create Purchase Order

It helps to Create any number of Purchase order.

Step 1 : Click purchase order under expenses

Step 2 : Add purchase order

Step 3 : Fill the relevant details

Step 4 : Click save

Step 5 : View purchase order (or) Create purchase order PDF (or) Mail purchase (or) Print purchase order (or) Edit purchase order (or) Delete (or) Convert to expense

Using Bill function in Expenses tab

You can create any number of Bill in this tab.

Step 1 : Click Bill under expenses tab

Step 2 : Add Bill

Step 3 : Fill the relevant details

Step 4 : Click save

Step 5 : Click action button view bill (or) update bill (or) delete bill (or) add payment (or) print tag.

Adding a Payment

You can create payment in just one click with all the customer details and perform the necessary action like Print, Mail or take PDF of it.

Step 1 : Click Payment under expenses tab

Step 2 : Add Payment

Step 3 : Fill the relevant details

Step 4 : Click save

Import Payment

You can also import directly from excel

Step 1 : Click Payment under expenses tab

Step 2 : Import Payment

( Import excel format : I received a bill from, Towards , For, Bill No, Which is due on, Paid Date, Paid Amount, Payment Mode, Payment Notes, TDS Amount )

Step 4 : Click Choose file & you can import the excel file

Step 5 : Click import

Step 6 : Click save

Debit Note function in Expenses tab

It can be used to create Debit note with all the customer details where you can save it as well as Email, SMS and create new for your customers.

Step 1 : Click Debit note under expenses tab

Step 2 : Add debit note

Step 3 : Fill the relevant details

Step 4 : Click save

Step 5 : Click action button View (or) PDF (or) Mail (or) Print or edit (or) Add payment (or) Delete