Category: Sales

Yes, I can edit the details in the quotation. Steps for the same are as follows: Click on the Customer Name. Click on the Edit button, on the Quotation Info page. Edit the details and click Submit. Similarly, you can edit the details in Invoices, Recurring Invoices, Packing List, Delivery Challans and Sales Return page.  

You can click on the Customer Name and view the payment receipt at the bottom of the page.    

Yes, you can pay your bill partially by filling a partial amount in the Amount Received field. Steps for the same is as follows: Click on the desired unpaid Customer Name (whose dues are unpaid). Click on the Record Payment button, on the Invoice Info page. Fill the amount you want to pay in the Amount Received field. Click… Continue reading Can I pay a bill partially?

The Steps to Record Payment are as follows: Click on the desired unpaid Customer Name. Click on the Record Payment button, on the Invoice Info page. Fill the details in the Record Payment page. Click Submit. Payment Receipt will be generated and in Invoices page, the status will be changed to Paid.  

The Steps for the are as follows: Go to Packing List Page. Click on the Customer Name with Shipped status. Click on the More button, on the Packing List Info page. In the drop-down, click on Mark as Delivered the Packing List.    

The Steps to Marked as Shipped for the Packing List which is not shipped are as follows: Go to Packing List Page. Click on the Customer Name. Click on the More button, on the Packing List Info page. In the drop-down, click on Mark as Shipped the Packing List.  

The Steps to Add E-Way Bill are as follows: Go to Packing List Page. Click on the Customer Name. Click on the More button, on the Packing List Info page. In the drop-down, click on Add E-Way Bill.  

The Steps to Mark as Start the Stopped Recurring Invoice are as follows: Go to Recurring Invoice Page. Click on the Customer Name. Click on the More button, on the Recurring Invoice Info page. In the drop-down, click on Mark as Start the stopped recurring invoice.  

The Steps to stop the Recurring Invoice are as follows: Go to Recurring Invoice Page. Click on the Customer Name. Click on the More button, on the Recurring Invoice Info page. In the drop-down, click on Stop Recurring Invoice.  

The Steps to mark the invoices as Write Off and Void are as follows: Go to Invoice Page. Click on the Customer Name. Click on the More button, on the Invoice Info page. In the drop-down, click on Mark as Write Off OR Click on Mark as Void.