How to see who owes you money and record a payment

Steps

1. 1

   Step 1: In the menu, click Collections.

2. 2

   Step 2: Read the cards: Billed today, Collected today, Pending from today, and Open balance (everything all shops owe, old bills included).

3. 3

   Step 3: Click the Overdue tab: bills 8 days old or more. The shop that owes the most is at the top.

4. 4

   Step 4: Filter by shop, division or day-list, or search a shop's name.

5. 5

   Step 5: Under the shop, see each unpaid bill and download it as PDF, print it, or get it in Excel.

6. 6

   Step 6: Shop paid at the office? Click Collect. The full amount is filled in: change it for a part payment.

7. 7

   Step 7: Choose Cash, UPI or Credit and click Save payment. The pending amount goes down at once.