Category

Invoice

Category

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…

Find out how you can print delivery note in SalesGURU. A delivery note is a document that contains items, quantity, and other important shipping information when delivering goods to your customers. How to print a delivery note in SalesGURU From the side menu, select Sales.Pick the invoice you want to deliver.From the Action column select Print delivery note.The print preview screen will open so you can select printing options, preview, and print. Get SalesGURU Advance package now…

Setting up proper payment systems and methods is an essential part of running a small business. Whether you’re initiating payments for your business expenses or setting up various payment schemes for your customers- it’s a good idea to keep recurring payments in mind. But what exactly are recurring payments, and why should they matter to your company? What are Recurring Payments? In simple terms, a recurring payment is a repeating payment. This cost or payment…

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…

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 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,…

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…