Accounts CRM Sales and Purchase Payroll

Income

User can use Income Tab in accounts to record income, Receive Payment, view Receipts, search sales invoice and invoices to receive.

How to Record Income

  • To record income Goto Accounts->Income->Record Income
  • Press F1 or Click New button on right top to record income
    record income
  • Select To Account and provide other details
    account details
  • Click on Initiate button to record income

How to Receive Payment

  • To Receive payment Goto Accounts->Income->Receive Payment
  • Press F1 or Click New button on right top to receive Payment
    payment receipt receive
  • Enter the Payment Amount
    payment amount
  • Click Receive payment button on the left top
  • Enter the Receipt date and Deposit In account deposit account
  • Click Receive button to receive Payment

How to Receive Payment in cheque

  • To Receive payment Goto Accounts->Income->Receive Payment
  • Press F1 or Click New button on right top to receive Payment
  • Enter the Receive From account
  • Enter the Payment Amount
  • Click Receive cheque button on the left top
  • Enter the Cheque No and Deposit In account
  • Click Receive button to receive Cheque
    receive cheque

How to View Receipt

  • To View Receipt Goto Accounts->Income->View receipt
  • Enter the party name and invoice number and click View button
    invoice number
  • The amount received and payment status will be displayed in the screen
    display screen

How to Search Sales Invoice

  • To Search Sales Invoice Goto Accounts->Income->Search Sales Invoice
  • Provide details, Press F5 or click Search button on left top to search sales invoices
    search invoice
  • Screen will display the invoice details
    invoice details

How to Search Invoice to receive

  • To Search Invoice to receive Goto Accounts->Income-> Invoice to receive
  • Screen will display the invoice to be received
  • Provide details and press F5 or click Search button to search
    button search

Copyright © 2018 Effitrac Solutions India Pvt Ltd. All rights reserved.