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Can I edit details in the quotation?

  • Updated on: February 14, 2019
  • Authored By: chiefex

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.  



Can I pay a bill partially?

  • Updated on: February 14, 2019
  • Authored By: chiefex

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 …

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How can I Record Payment?

  • Updated on: February 14, 2019
  • Authored By: chiefex

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.  


How do I record delivery of an Invoice?

  • Updated on: February 14, 2019
  • Authored By: chiefex

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.    


Can I marked as shipped for the Packing List which is not shipped?

  • Updated on: February 14, 2019
  • Authored By: chiefex

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.  


How can we add E-Way Bill number?

  • Updated on: February 14, 2019
  • Authored By: chiefex

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.  


Can I ‘Mark as Start’ the Stopped Recurring Invoice?

  • Updated on: February 14, 2019
  • Authored By: chiefex

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.  


How can I stop the Recurring Invoice?

  • Updated on: February 14, 2019
  • Authored By: chiefex

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.  


Can I mark the invoice as write off or void?

  • Updated on: February 14, 2019
  • Authored By: chiefex

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.  


How can we create a packaging list and delivery challan?

  • Updated on: February 14, 2019
  • Authored By: chiefex

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.        


How do I filter Recurring Invoices?

  • Updated on: February 14, 2019
  • Authored By: chiefex

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.  


How to find list of Company with due amounts?

  • Updated on: February 14, 2019
  • Authored By: chiefex

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.  


How can I view a payment receipt for an invoice?

  • Updated on: February 14, 2019
  • Authored By: chiefex

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.


How can I print bill?

  • Updated on: February 14, 2019
  • Authored By: chiefex

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.      


How do I filter bills?

  • Updated on: February 14, 2019
  • Authored By: chiefex

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.


How do I delete created item list?

  • Updated on: February 14, 2019
  • Authored By: chiefex

You can delete the created item by clicking on the cross icon (X) besides the item list.      


How do I add new item?

  • Updated on: February 14, 2019
  • Authored By: chiefex

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


How do I change the quotation number’s format?

  • Updated on: February 14, 2019
  • Authored By: chiefex

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.  


How to add new quotation?

  • Updated on: February 14, 2019
  • Authored By: chiefex

You can add a new quotation by clicking on the Add New button.  



How can I download invoice quotation?

  • Updated on: February 14, 2019
  • Authored By: chiefex

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


Can I search Quotation by customer’s name?

  • Updated on: February 14, 2019
  • Authored By: chiefex

Yes, you can search Quotation by ID and Customer Name, simply by typing in the Search field on the top right-hand side of the page.      


How do I convert Quotation into Invoice or Proforma Invoice?

  • Updated on: February 14, 2019
  • Authored By: chiefex

Steps for converting Quotation into Invoice or Proforma Invoice are as follows: Click on the Customer Name. Click on the More button, on Quotation Info page. In the drop-down, click on Convert into Invoice OR Click on Convert to Performa Invoice.          


How do I filter quotations?

  • Updated on: February 14, 2019
  • Authored By: chiefex

You can filter or sort your quotations 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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