NOTE: Customer payments can be recorded both through SalesGURU mobile application as well as the admin. panel.
Collection through Mobile App
- Login to the app.
- Select Collection from the Module section in the home screen.
- Select the Customer.
- Pick the Payment method.
- Enter payment amount.
- get customer e-signature for confirmation.
- Press confirm button to save the collection.
Once the payment collection is saved customer outstanding balance will reduce.
Collection through Admin. Panel
- Select Collection from side menu.
- Press the Create Collection button.
- Fill in the collection form (Payment method, Customer and Amount).
- Press Create Collection button to save collection.