{"id":10063,"date":"2021-09-20T11:01:41","date_gmt":"2021-09-20T11:01:41","guid":{"rendered":"https:\/\/moiboo.com\/supportdocs\/sample-user-guide\/how-to-faqs\/income\/"},"modified":"2021-09-20T11:12:04","modified_gmt":"2021-09-20T11:12:04","slug":"income","status":"publish","type":"docs","link":"https:\/\/moiboo.com\/support\/docs\/sample-user-guide\/how-to-faqs\/income\/","title":{"rendered":"Income"},"content":{"rendered":"\n

Using pendings function in income tab<\/h2>\n\n\n\n

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.<\/p>\n\n\n\n

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Step 1 : Click Pendings under income tab<\/p>\n\n\n\n

Step 2 : Click Action button and View (or) Convert it to Sales Order (or) convert to invoice Proforma Invoice (or) Invoice or Receipt<\/p>\n\n\n\n

Using Invoice function in\u00a0 Income tab<\/h2>\n\n\n\n

In this particular feature helps to Create any number of Invoices<\/p>\n\n\n\n

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Step 1 : Click invoice under incom Step 2 : Click add invoice<\/p>\n\n\n\n

Step 3 : Fill the relevant details<\/p>\n\n\n\n

(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<\/p>\n\n\n\n

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Using Proforma\u00a0\u00a0 Invoice in Income tab<\/h2>\n\n\n\n

Using the proforma Invoice in the Income tab you can create any number of proforma invoice to your customers .<\/p>\n\n\n\n

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Step 1 : Click Proforma invoice under income Step 2 : Click Add proforma invoice<\/p>\n\n\n\n

Step 3 : Fill the relevant details<\/p>\n\n\n\n

Step 4 : Save and create new or Save and SMS or Save and Email or Save and Print or Save.<\/p>\n\n\n\n

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Using receipt function in income tab<\/h2>\n\n\n\n

This feature helps you to create any number of receipt as required<\/p>\n\n\n\n

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Step 1 : Click receipt under incom Step 2 : Click add receipt<\/p>\n\n\n\n

Step 3 : Fill the receipt details Step 4 : Click save<\/p>\n\n\n\n

Step 5 : Click action button then Convert to PDF receipt(or) Mail receipt (or) Print receipt (or) Update receipt (or) delete receipt<\/p>\n\n\n\n

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Import Receipt<\/h2>\n\n\n\n

You can also import directly from excel<\/p>\n\n\n\n

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Step 1 : Click receipt under income Step 2 : Click Import receipt<\/p>\n\n\n\n

(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)<\/p>\n\n\n\n

Step 3 : Click Choose file & you can import the excel file Step 4 : Click import<\/p>\n\n\n\n

Step 5 : Fill the relevant details Step 6 : Click save<\/p>\n\n\n\n

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Using Credit Note function in Income tab<\/h2>\n\n\n\n

This feature helps you to create any number of credit note as required.<\/p>\n\n\n\n

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Step 1 : Click credit note under income tab Step 2 : Click Add credit note<\/p>\n\n\n\n

Step 3 : Fill the relevant details Step 4 : Save<\/p>\n\n\n\n

Step 5 : Click action button then Convert to PDF receipt(or) Mail receipt (or) Print receipt (or) Update receipt (or) delete receipt.<\/p>\n\n\n\n

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Using Reports\u00a0 under Income tab<\/h1>\n\n\n\n

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Using these feature you can view all your reminders and perform the necessary action as required<\/p>\n\n\n\n

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Step 1 : Click Reports under income<\/p>\n\n\n\n

Step 2 : You can view Sales Report, Daily Collection Report, Customer Ledger, Overdue Invoice, Fast Moving Products.<\/p>\n\n\n\n

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<\/p>\n","protected":false},"excerpt":{"rendered":"

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 […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":2496,"menu_order":31,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-10063","docs","type-docs","status-publish","hentry","no-post-thumbnail"],"acf":[],"_links":{"self":[{"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/10063","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/comments?post=10063"}],"version-history":[{"count":1,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/10063\/revisions"}],"predecessor-version":[{"id":10088,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/10063\/revisions\/10088"}],"up":[{"embeddable":true,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/2496"}],"wp:attachment":[{"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/media?parent=10063"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/doc_tag?post=10063"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}