Quick Review overall Services Sales Management

Manage Services

  • 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

  • Click SUBMIT

  • 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.

  • Click Proceed.

  • 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 Sub-invoice

  • 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