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…
There are 2 ways to add inventory items. Purchase order methodCreate inventory method NOTE: We recommend the Purchase order method, as this will link the inventory to its supplier. Purchase order method 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…
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…
Ready to get started with SalesGURU Online? This walkthrough guides you through the process. Set up your company file After signing in, answer a few questions about your business. This helps us set up your company file and tailor the program to better fit your needs. The SalesGURU dashboard displays next, which serves as the homepage for all of your SalesGURU activities. If you’re looking for a quick snapshot of your business’s health, this is…
Learn how to set up product and service items you buy and sell. SalesGURU Online has everything you need to manage your inventory. Track what’s on hand, get alerts when it’s time to restock and see insights on what you buy and sell. You can also enter non-inventory products and services so you can quickly add them to your sales forms. We’ll help you set it all up and get going. Add product or service…