Can I have a quick view of all my unpaid invoices?

You may access the Sales module, under the Summary tab, you will see the total Unpaid Invoice amount. Tap it and you will see the full list of unpaid invoices.

How do I record a Quotation?

To record a quotation, tap on the “+” floating button, and select “Quotation”. Fill in the required details such as client name, items and tap on “Save”. The saved Quotation will be visible in the Sales module as well as home page.

What do the Quotation status: Open, Accepted, Closed mean?

After creating your Quotation, it will be in the Open state until it has been converted or tagged to an invoice, at which the status will change to Accepted. Once the payment for the linked invoice is made, the Quotation status will change to Closed.

Can I generate a Delivery / Service Order from my quotation?

Yes, you can tap on “Generate Delivery / Service Order” found in the saved quotation detail page.

Can I edit my Quotation/Invoice/Money-In after saving?

Yes, you may do so by tapping on “Edit” which is found on the top right command window of your saved transaction detail page.

How do I record an Invoice?

To record an Invoice, you may tap on the “+” floating and select “Invoice”. Fill in the required details such as client name, payment term, quotation number (if any), items and tap on “Save”. The saved invoice will be visible in the Sales module as well as home page. Note: You may also convert your […]

How do I record payment made for other purposes (not related to invoice)?

You may record incoming payment via “Money-In”, which can be accessed from the “+” floating button. Alternatively, you may access the form via Cash & Bank module. Fill in the required details such as transaction purpose, payer, bank account and tap on “Save. The saved money-in will be visible in the Cash & Bank module […]

How do I record Credit Note?

Go to Credit Note tab in the Credit & Debit Note module and tap on the “+” floating button. Fill in the required details such as invoice number, recipient, amount and tap on “Save”. The saved Credit Note will be visible in the Credit & Debit Note module as well as home page.

What should I do when I make a refund for the credit note issued?

You may tap on “Make A Refund” in the Credit Note detail page to record the payment details in the new Money-Out form launched.

What should I do when I make a refund for the credit note issued?

You may tap on “Make A Refund” in the Credit Note detail page to record the payment details in the new Money-Out form launched.