2. Choose type of transaction either 'By RM' or 'By Product'
6. Choose transaction cash / bank transfer.
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Click 'Record Income' icon
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Choose type of transaction either 'By RM' or 'By Product'
- By RM
- Enter transaction amount.
- By Product
- Click '+' to start adding.
- Choose item and quantity bought by customer.
- If product isn't on the list, click 'Create New Product'.
- Click '+' to start adding.
- By RM
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- Enter name and product price.
- If you don't want to save the product in the selling list, tick One-Time Product.
- Choose quantity and Save.
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Choose invoice date.
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Choose customer's name.
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- If it is a new customer, click Create New Customer.
- Fill in detail and Save. Make sure to add Country Code for phone (6 for Malaysia)
- If it is a new customer, click Create New Customer.
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Choose payment status.
- Unpaid
- Select payment due date
- Partial Payment
- Enter paid amount.
- Select payment due date.
- Unpaid
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Choose transaction method either cash or bank transfer.
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Click Save.
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Click 'Share Invoice'.
- Invoice will be sent to customer via WhatsApp.
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