When you email an invoice to your customer, users can customise email content to suit your company practice. Below are guideline(s) create email template content: Step 1: Click on side menu>>Setting>>Company Information Step 2: a. Initialize template name by typing into the box provided. b. Select Module Sales Invoice. c. Type Sender ..
Category : 03. Account Receivable
A customer statement is a document summarizing a customer’s account activity, including invoices, payments, and outstanding balances, typically sent regularly (e.g., monthly) to help customers track their account and outstanding debts. Below are guideline(s) to print or email customer statement: Step 1: Click on side menu>>Report>>Account Receivable Step 2: a. Choose customer statement ..
An official receipt is issued by the seller to the buyer as written proof of the sale of a product. As well as an acknowledgement of cash or bank payment transaction. Below are guideline(s) create new official receipt: Step 1: Click on side menu>>Financial>>Official Receipt Step 2: a. Enter transaction date b. select bank/cash account ..
This article shows you how to matching invoice with office receipt and credit note with (for those transaction matching not recorded during transaction only if our quick matching feature won’t work for your situation). If you issue a credit note to your customer, you’ll want to show both the invoice and the credit note as ..