How can we create a packaging list and delivery challan?

The Steps to Create Packing List and Create Delivery Challan 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 Create Packing List OR Click on Create Delivery Challan.        

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How do I filter Recurring Invoices?

You can filter or sort Recurring Invoices as per your preference by clicking on the field names. By which field the sorting is done is denoted by small blue arrow beside the field name. By default, it is sorted by date.  

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How to find list of Company with due amounts?

You can filter or sort Company with due amounts as per your preference by clicking on the Status field, it will sort out the Paid, Unpaid, Draft and Void list.  

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How can I view a payment receipt for an invoice?

You can find a particular customers payment receipt for an invoice by clicking on that Customer Name. You can also type Customer Name or ID in the Search filed which is present on the top right-hand side of the page.

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How can I print bill?

Steps to Print, Download PDF or Email bill are as follows: Click on the Customer Name. Click on the More button, on the Invoice Info page. In the drop-down, click on Print OR Click on Download PDF OR Click on Email.      

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How do I filter bills?

You can filter or sort your Bills as per your preference by clicking on the field names. By which field the sorting is done is denoted by small blue arrow beside the field name. By default, it is sorted by date.

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How do I add new item?

You can add a new item by clicking on the Add Item button.      

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How do I change the quotation number's format?

You can change the quotation number’s format as follows: Click the Settings icon beside the Quotation Number field. In the pop-up, you can change the Prefix and Next Numbers format as per your preference. Click on the Save button for updating the changes.  

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