Quick Review overall Services Sales Management
Navigate to Services Sales Management
Click Manage Services
Add Services details, you will have full control to well document your services.
Specify Duration and Price
To review and edit services click "My Services"
Select and click Edit
Create Service Invoice
Navigate to SSM and click create Invoice.
Select the customer name from the drop down list
Pull the Services in Descriptionthe Duration and Price will fill as selectedservices
Enter the Quantity and Click + Add
Keep adding services if requiredto add more services in current Invoices
Fill all other detailsif required Terms & Conditions and Notes
Change the Tax rate if required
Enter the deposit amount if payment will be paid in installment or by initial deposit.
If the invoice will be paid full amount than click full payment in the deposit section
The balance will be calculated automatically
Click Submit before process verifyif all details are Ok in invoice.
Create a PDF or send directly to your Customer.
If send to Customer, your customer will be ask to enter email for authentication and security purpose.
Customer is also having an option to confirm the current Invoice.
Please note the email id is required when you fill out the customer data.
Create Remaining Amount Invoice
Go to "My Services" Select the Status, click "View" on specific Invoices and enter the Remaining amount which is paid.
Click Create Sub-Invoices Submit.
Note: Creating sub-invoice will automatically change the status to Confirmed If the selected invoice is in draft status.
Please note that Sales Order & Invoices record is not calculate until it is mentioned as Confirmed. When new Sales Order and Invoice is created it is kept in Draft mode until it is verified from your Supplier or Customer you can also send direct to Confirmed mode while creating it by checking the Confirmed Checkbox.
To change the Status Click Return / Change Status by Navigating SSM
Add Records of Received Payment Details from Customer by Navigating "Sales Collection" from SSM
Select Invoice from the List and Add record