Add a record in Collection

After orders and deliveries have been fulfilled for your customers, you can now save their payments for their orders.  

Note: An Invoice or DR must be created first as those are the references of your Collection. If you have not created an Invoice or DR yet, kindly follow these instructions on How to create an Invoice or How to create a Delivery Receipt.

Follow the steps below to add a record in Collection

1. On the Finance menu, click Collection and click Create New button.

2. Select the Type by clicking the pencil. Select the information source from the dropdown. Click the green button to save.

3. Select the customer name from the dropdown. Click the pencil to select the Customer. Click the green button to save.

4. If Billing is chosen from the Type field, select the Billing number from the dropdown. Click the green button to save.

5. Input the OR number by clicking the pencil icon. Click the green button to save.

6. Input the Date by clicking the pencil icon. Click the green button to save.

7. Fill out the payment details. Click Add payment button if there is more than one payment transaction.

8. If Invoice is chosen from the Type field, select the Invoices made under Source Details.

9. You can save Remarks by clicking the pencil at the bottom left corner of the page. Click the green button to save.

10. Click Create button to save.

You may now proceed with generating of Statement of Account to see all the transactions.


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Create a Billing Order

Create a current billing order of your customers based on their total or selected orders.

Note: An Invoice or DR must be created first as those are the references of your Billing Order. If you have not created an Invoice or DR yet, kindly follow these instructions on How to create an Invoice or How to create a Delivery Receipt.

Follow the steps below to create a Billing Order

1. On the Finance menu, click Billing and click Create New button.

2. Fill in the details and click Save.

3. Select an Invoice or DR from the dropdown then click Add button.

4. Double check all the details. If the details are correct, click Post button then Proceed. You cannot edit nor delete this record by doing these actions. The Billing Order is now ready for printing.


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Create an Invoice

If you imported your products and Customer from the Set up products and Set up Customer section of this guide, you can now create your invoicing. 

After transactions have been made with your customers, you can create an invoice to request for their payments.

There are 2 ways of creating an invoice. 1) Creating invoice directly, and 2) from a Delivery Receipt as reference.

Creating Invoice directly

1. Look for the Finance menu, select invoicing, and click Create New button at the Action section on the left side.

2. Click to create new and Select the required details, Customer Name, Invoice Number, and Company. Once done, you can now add a product. 

3. Click add a new item to add items to your sales order. Once done, click submit and choose between create and view or Create and view. 

  • Create and view means you can view and edit your invoice before you submit. 
  • Create and new means you can now create a new invoice  

4. Click post then proceed. When Post has been clicked, the Invoice will be posted and cannot be edited.

Creating invoice from a Delivery Receipt as reference

1. Look for the Finance menu, select Invoicing, and click import from delivery button at the Action section on the left side.

2. Input the Invoice number. Note: The Invoice number is not generated automatically.

3. Select the DR number from the dropdown then click Proceed.

4. Double-check the details and click Print to finalize. When Print has been clicked, the Invoice will be posted and cannot be edited.

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