• Add Customer – Allow you to add new Customer,
• View Customer – List of all Customer,
• Add Receipt- You can add Payment Receipt for any customer,
• View Receipt- All receipts list , you can take print from here also.

Click on Add Customer for adding a new customer in your business it will open a screen which will be like –

This customer add form have few mandatory field  Customer name , Phone, Address, State rest filed is your choice that you want to enter those details for that customer or not, few field have self definition like-

• • If Customer is GSTN so you can add customer GSTN in software so that your customer can avail the benefit of GST and sale for that customer will be consider as B2B sales.
  • if customer have any previous pending balance and you want to maintain the customer account than please enter the pending balance in opening balance field and select the type –
    • Debit – which mean you have to receive that amount from customer end
    • Credit –  which mean you have to pay customer e.g you received any advance payment from customer end.

• There are 3 field which you can maintain for every customer for example if you want to maintain few extra details for your customer but those field is not available in this form so you can change the field name according to you and those fields are  PAN, TAN, CIN . you can go with configuration->master configuration and change accordingly if required.

More Useful Link –

you can check the all customer pending balance under this section. if you want to update the customer details, it will show you the complete details of that customer. You can delete the customer only if you didn’t made and transaction against of that customer like tax invoice, any receipt etc, for modification click on edit button

you can change the details which you want to update and click on Update. change will reflect on screen.

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Steps to add Receipt

• Select the customer from the list for adding a payment
• Receipt Number will be the system generated unique number
• Select the receipt date
• Enter the Receipt amount
• Select the bank account name on which that amount will be added. if you want to add new bank go with Cash/Bank Book -> Add Book. 
• Narration – You can mention anything about that receipt

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its already informed that Cash sale automatically add a receipt of same amount. once you will click on view receipt it show you last one month receipt list if you want to check all receipt that click on view all button which is on the top right corner, for a particular duration you can select the date duration on the same corner you can take a print out of the receipt and can send a sms for receipt to customer .

For Modification in any receipt –

• Click on details option in front of receipt in which you want to change.
• A new screen will be like 
• Click on Edit button for modification
• Once you will click on edit button it will allow you to modify limited things like
  • Customer Name
  • Amount
  • Bank name
  • Remarks

• Click on Update button if you want to save the changes and rest related things will be modified accordingly.

More Useful Link –