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.
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…
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.
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…
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…
A purchase order is the contract between buyer and seller agreeing to purchase whatever goods or services are being bought. Create and save a purchase order Select +Button at top of the page.Select Purchase orderComplete the purchase order fields. Enter the delivery address in message display text box if needed.When you’re done, select Create to save the Purchase order. The purchase order is saved as a draft – until you approve the purchase order. Approve the purchase order…
Invoices are tried and true system. Way back before indoor plumbing, paper, or even the alphabet was invented, humans were sending each other invoices to keep track of their accounts. These ancient cuneiform tablets don’t bear much resemblance to the invoices we have now, with logos and account numbers, but the same information was being conveyed. What is an Invoice? An invoice is a bill for an account between a buyer and a seller indicating…
Learn how and when to create a sales receipt. In SalesGURU, create a sales receipt any time your customer immediately pays for products or services at the time of sale. This is in contrast to invoices, which you give to customers who plan to pay for their purchases later on. Here’s how to create sales receipts and send them to your customer. Create and send a sales receipt Select + Button at top of the page.Select Sales receipt.Select the…