Debit Note Workflow Explanation: Summary of Workflow: Select Client & Month → Fill Debit Note Details → Add Items & Amounts → Automatic Totals → Submit or Cancel Purpose of Debit Note Module:
Debit Note Workflow Explanation: Summary of Workflow: Select Client & Month → Fill Debit Note Details → Add Items & Amounts → Automatic Totals → Submit or Cancel Purpose of Debit Note Module:
Credit Note Workflow Explanation: Summary of Workflow: Select Client & Project → Enter Credit Note Details → Add Items & Amounts → System Calculates Total → Submit or Cancel Purpose of Credit Note Module:
Payment Flow Explanation: Click on Add payment Client and Project Selection Summary of Flow: Select Client & Project → Review Pending Invoices/Credit Notes → Fill Payment Details → Upload Attachments → Enter Bank & Cheque Details → Submit Notes:
Detailed Explanation: The All Invoices module provides a comprehensive view and management options for all invoices created within the system. In this module, users can easily monitor the invoice aging — that is, how long invoices have been outstanding. The system categorizes invoices into different aging periods such as: This breakdown helps in identifying overdue […]
Process for Creating a New Invoice: