Getting paid on time is crucial for your business. But you don’t want to spend your time chasing down customers and trying to figure out who needs to pay you and when. To make sure you don’t suffer from a lack of cash flow, SalesGURU has a few features (and shortcuts) that can automate parts of the invoice process to save you time and get paid faster. We’re going to cover three specific ways you…
SalesGURU users can collect payment for one specific invoice or collect payment for multiple invoices at once. How to record a payment for a specific invoice Login to the SalesGURU portal.Select Sales from the side menu.Press the new transaction button.Select receive payment.Pick the relevant customer.Select the payment method.Enter the amount received from the customer.Tick the outstanding invoice you want to settle.Press create button to complete the payment receipt.
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.
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,…
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…