Accounts Receivable

Accounts receivable in field sales refers to the tracking and management of payments due from customers for products or services delivered. It is crucial for ensuring timely collection of revenue, maintaining healthy cash flow, and fostering good customer relationships. Efficient management of accounts receivable helps reduce payment delays, improve financial stability, and provide accurate insights into the business's financial performance.

Here is a reference video:

In order to access the Receivables List follow these steps:

• Click on Financial menu from left side menu

• Click on Accounts Receivables

• From the account receivable list page, click on Export option at top right to export in xls or pdf

• Click on for Offline payment receiving

• Click on  to see the invoice for the customer

• Click on  to see the pending invoices

• Click on  to open the customer payment and pending pay statement

• Click on  to forward the customer statement over mail

• Record the Offilline payment received from customer using 

• Type the invoice number to tag the payment with invoice

• Click on Save button to save the transaction