NOTE: Customer payments can be recorded both through SalesGURU mobile application as well as the admin. panel.

Collection through Mobile App

  1. Login to the app.
  2. Select Collection from the Module section in the home screen.
  3. Select the Customer.
  4. Pick the Payment method.
  5. Enter payment amount.
  6. get customer e-signature for confirmation.
  7. Press confirm button to save the collection.

Once the payment collection is saved customer outstanding balance will reduce.

Collection through Admin. Panel

  1. Select Collection from side menu.
  2. Press the Create Collection button.
  3. Fill in the collection form (Payment method, Customer and Amount).
  4. Press Create Collection button to save collection.

Write A Comment