أنشئ حسابًا أو سجّل الدخول للانضمام إلى مجتمعك المهني.
1- CUSTOMER CENTER
2- RECEIVE PAYMENT
CHOOSE THE CUSTOMER
ADD DATE OF RECEIVING CASH
CHOOSE THE RIGHT ACCOUNT
THEN ADD AMOUNT IN AMOUNT CELL & IT WILL MARK ON ALL INVOICE THAT COVER THIS AMOUNT
We have to received customer payments through sale Module which will then go to GL and Bank Recon Module
-->Go to Customer Center
-->Right Click on Respective Customer whom which we received the Payment.
-->Click on Received Payment
-->Enter the respective details
-->Knockoff the Payment against the respective invoice
Chose the drop list Customers then choose receive payments, select the customers name then enter his payment and select for which invoices is he paying then just select the invoice and the payment date then select save and close
CUSTOMER CENTER-->RECEIVE PAYMENT-->CHOOSE THE CUSTOMER-->ADD DATE OF RECEIVING CASH-->CHOOSE THE RIGHT ACCOUNT TO BE COLLECTED.
Go to the Plus Sign Menu, and under Customers choose Receive Payment. Select the customer who paid you in the choose a customer field.
Enter the customer’s name.
Enter the date you were paid.
Then enter the payment method.
For the Reference Number, enter the check number.
make sure to upsell your product before letting the customer to pay,
make sure to check the bill and ask the customer if he/she will pay through card or cash and make sure to print the receipt for customer rights.
and give the receipt and the items with smile in your face and say goodbye to the clients let him feel the great enthusiasm you have.
What Quick Books? We are useing Orcale system to receive and process the payment after receiving the item with end user approval
In quickbooks, when receiving customer payment.Do the following:-
Make sure you have a bill that the customer has to pay.generally when you raise an Invoice,it posts it under Accounts receivable.Hence click on "receive payments" window and post the amount received,the sytem posts it under undeposited funds immediately and clears the oustanding amount automatically.Secondly click on "Deposit funds"and select where you want to deposit your money either in the bank or petty cash(you deemed necessary),Click save and close.Transaction completed.
