Steps for customising report based on day, month and year are as follows: Click on a link whose report you want to check. Click on the Customize Report button, on the top right-hand side of the page. Customize the report based on day, month and year as per your preference. Click on the Apply button.
How can we customise the mail content?
The mail content can be customised by selecting the sample template given on the page, and writing your content in it. If you don’t want to use a template then you can simply write the content, add any images if required and Submit it.
How to create an Email campaign?
Steps for creating the Email campaign is as follows: Click on the Email radio button in the Create Campaign page. In the Mail Service section field, select one of the services for sending Email. Fill the desired details in the form. Click on the Submit button. If you have not registered for any Email service then, Go to… Continue reading How to create an Email campaign?
How to create an SMS campaign?
Steps for creating the SMS campaign is as follows: Click on the SMS radio button in the Create Campaign page. In SMS Service section field, select one of the services for sending SMS. Fill the desired details in the form. Click on the Submit button. If you have not registered for any SMS service then, Go to Settings… Continue reading How to create an SMS campaign?
How to create contact list?
Steps for creating the contact list is as follows: Click on the Select Contact List. Select the desired option from the list. Click on the Contact List button. Selected Contact List pop-up window gets open. Add new contact details to whom you want to sent the campaign. Click OK.
How to create a campaign with customised contacts?
Steps for creating the campaign is as follows: Click on the Select Contact List. Select the desired option from the list. Click on the Contact List button to customise the contacts as per your preference. Click OK
Can I edit details in the quotation?
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.
How can I view a payment receipt for an invoice?
You can click on the Customer Name and view the payment receipt at the bottom of the page.
Can I pay a bill partially?
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?
How can I Record Payment?
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.