A Microsoft Word or Excel-generated invoice template may seem like a great option. After all, an invoice is just a one-page sheet of paper with some numbers and descriptions, right? Wrong. That piece of paper is just one part of the process of running your business and getting paid, and using a Word or Excel template creates as many problems as it solves. Online invoice software is much more efficient for invoicing purposes than traditional invoice templates. Here are 5 reasons why you…
Learn how to set up estimates in SalesGURU Online. Create an estimate when you want to give your customer a quote, bid, or proposal for work you plan to do. The form looks similar to an invoice, but has a different purpose – it helps you start discussing details with your customer. When the work is done and you’re ready to invoice your customer, you can convert the estimate to an invoice so you don’t enter…
SalesGURU mobile application enables the app user to see critical information about transaction done by him or her through the reports section. Reports breakdown SalesCollectionEstimatesSales returnsExpensesComplementaryCollection breakdownTop selling customersTop selling products SalesGURU app user can filter all the data above by using the date filter provided.
Print Queue is developed by the SalesGURU team to ensure if your mobile application is not connected to a bluetooth printer, you can go back and print the transaction using the print queue after you are connected to the printer. What goes into print queue list InvoicesPayment receiptsSales returnsComplementary issues Note: You can delete the items in the print queue by swiping left and selecting delete button.
Select the menu icon.Select Remind option from side menu.Select the Customer that you want to send a SMS reminder.Press Send button to complete. Note: Selected customers will receive a SMS with outstanding balance information, Sales representative name and collection date.
Press deposit button in the home page.Select either cash or cheque to deposit.Select individual Collection items or select all that needs to be deposited.Select the deposit bank from the dropdown.Write down the system generated reference no. in the bank deposit slip.Capture and Save the deposit slip image.Press Confirm button to complete the deposit. Note: Once the deposit is complete Cash in hand or cheque in hand will reduce from the list.
Select Collection module from home page.Select Customer.Select the Payment Method.Enter Collection Amount.Get customer e-Signature if required for confirmation.Press Confirm button to complete the payment collection. Note: Once a payment is collected by a customer his due balance will reduce.
Press the Menu icon to go to the Side menu.Select Return.Select Customer.Select the invoice that needs to returned.Enter the Return quantity.Select Reason for refund.Press Confirm Button to complete sales return. Note: Sales returns cannot be executed if you are offline. Return items will be added back to the inventory and if the items are damaged, using the admin. panel you can transfer the items to damage warehouse, which will deduct the items from the inventory…
Select Sales Module from Home page.Click the plus action button and select Invoice.Select Customer.Select Category if you are using list view or select the product if grid view.Enter Invoice quantity and press Done button.Re-check the Order Summary before completing, then press Done button. Note: Can request Customer e-Signature if required before pressing Done button.
Depending on when you receive the payment, there are two ways to record sales transactions in QuickBooks. For a deferred payment, use Invoice and Collection. Think of this as a two-part transaction. First, you create the invoice to record the sale. Later, when your customer pays, you record a payment against that invoice.For an immediate payment, use Sales Receipts. Invoices To create an invoice: Select + Button.Select Invoice.Complete the fields with necessary information.Select Create. To close out invoice: Select + New.Select Receive Payment.Choose a customer,…