Finance app

Payment management
At Finance app, choose tab Payment The tab allows you to  record payment that you receive from customers assign the payment to a customer and allocat...
Fri, 15 Nov, 2019 at 4:38 PM
Credit Note
A credit note is very similar to a sales invoice or bill, except it reduces the amount owed to you by a customer, or that you owe to a supplier. It's ra...
Tue, 9 Jun, 2020 at 10:48 AM
Withdrawals
The withdrawals tab would help partner to: Take back credits from customer Withdraw credits for customer for some reasons: Customer's company is no ...
Fri, 10 May, 2019 at 12:05 PM
Handle aged receivables with Finance
1. Accounts Receivable Aging Report The report, or table, depicting accounts receivable aging provides details of specific receivables based on age. The...
Mon, 11 Mar, 2019 at 2:23 PM
Configure customer payment settings
Payment settings include Configure the payment method of customer The amount of the auto top-up invoice The threshold to trigger a top-up invoice Enab...
Fri, 17 May, 2019 at 5:09 PM
Credit Limit
In the case your customer is running out of credit and they cannot arrange the payment in time, you can set the credit limit for them.  For prepaid accoun...
Tue, 9 Jun, 2020 at 10:38 AM
Update payment mode: prepaid - postpaid
We support 2 payment mode: prepaid and postpaid Prepaid Postpaid Definition The scheme in which the customers buy credit in advance before availin...
Tue, 9 Jun, 2020 at 10:41 AM
Give and take back credits
Log in your admin portal Go to Finance app Choose Organization management tab Click the 3 dot icon next to the account you want to configure The credit...
Mon, 17 Jun, 2019 at 10:20 AM