Payments Receive
In this section we can do below things
Payment Receive is alternative payment receive options. We can also receive payment from this section in additional to Sales => Payment Plan.
To Add/Edit Payment:
Simply goes to Left panel=>Sales=> Payments Receive => Add Payment Receive
In Add Payment user need to select proper project name, customer name and assets type and assets number.
User has to give some details in Payment Receive Form like,
Select Project: Need to select appropriate project.
Select Customer: Need to select customer from whom we are receiving payment.
Select Assets: After we select customer all its purchase assets type are displayed in this box so we have to select appropriate asset type.
Select Asset Number: After we select customer and Asset type all it’s purchase assets number are displayed in this box so we have to select appropriate asset number.
Receive Amount: In this field user need to give amount we are receiving from customer. After entering amount System automatically calculate Total Receive amount.
Payment Date: Select Payment date, by default today’s date will appear in this box and if we wish then we can change it.
Select Payment type: In this field user has two options like cash and cheque.
Cash: We have to select this if we are receiving payment by cash
Cheque: We have to select this if we are receiving payment by cheque
Deposit Bank: In this field user need to select bank name in which we are depositing cheque.
Customer Bank: In this field user need to enter customer bank name.
Cheque number: In this field user need to enter cheque number which is collected by customer.
Cheque Date: In this field user can add cheque date.
Receive By: In this field user can select name of a person who collect amount from customer.
Payment For: In this field user need to choose payment option like Token, Down Payment, Installment, Master Installment, Maintenance Charges, Service Charges and Other Charges Etc. With this option we can collect both sales payment and extra payments.
Remark: In this filed user can add remark.
In this step we also simplify payment process, suppose you select some assets for which you already have payment plan then we display all that payment plan entry at bottom of page, you can just select appropriate payment and all information will be filled automatically.
And in this section you can also see all past payments for those assets.
To Remove Payments:
Simply click on delete
icon in Payment Receive listing and payment will be removed.
To Print Payment Slip:
After anyone make payment we have to give them payment slip, we can do it in Payment Receive Listing with
Icon
To Add/Edit Payment:
Simply goes to Left panel=>Sales=> Payments Receive => Add Payment Receive
In Add Payment user need to select proper project name, customer name and assets type and assets number.
User has to give some details in Payment Receive Form like,
Select Project: Need to select appropriate project.
Select Customer: Need to select customer from whom we are receiving payment.
Select Assets: After we select customer all its purchase assets type are displayed in this box so we have to select appropriate asset type.
Select Asset Number: After we select customer and Asset type all it’s purchase assets number are displayed in this box so we have to select appropriate asset number.
Receive Amount: In this field user need to give amount we are receiving from customer. After entering amount System automatically calculate Total Receive amount.
Payment Date: Select Payment date, by default today’s date will appear in this box and if we wish then we can change it.
Select Payment type: In this field user has two options like cash and cheque.
Cash: We have to select this if we are receiving payment by cash
Cheque: We have to select this if we are receiving payment by cheque
Deposit Bank: In this field user need to select bank name in which we are depositing cheque.
Customer Bank: In this field user need to enter customer bank name.
Cheque number: In this field user need to enter cheque number which is collected by customer.
Cheque Date: In this field user can add cheque date.
Cleared Date: In this field user can add/edit date on which cheque is cleared. Till we don’t enter cleared date payment is not registered in our system, we can see all such payments in "Reports=>Received Not Cleared".
Receive By: In this field user can select name of a person who collect amount from customer.
Payment For: In this field user need to choose payment option like Token, Down Payment, Installment, Master Installment, Maintenance Charges, Service Charges and Other Charges Etc. With this option we can collect both sales payment and extra payments.
Remark: In this filed user can add remark.
In this step we also simplify payment process, suppose you select some assets for which you already have payment plan then we display all that payment plan entry at bottom of page, you can just select appropriate payment and all information will be filled automatically.
And in this section you can also see all past payments for those assets.
To Remove Payments:
Simply click on delete
icon in Payment Receive listing and payment will be removed.To Print Payment Slip:
After anyone make payment we have to give them payment slip, we can do it in Payment Receive Listing with
Icon