Discover the Ultimate Dr Receipt Format for Marketing that Enhances Your Workflow

Dr receipt format for Marketing

hi welcome again for this video I will show you how to create a sales transaction without using a quotation and invoice click on the left button on sales and simply click on add this is where you use a transaction that you need not to to generate any invoices to send to your customer put in the date the sold to you can either free text your customer name over here or choose from the customer list if you're choosing from a customer list a new customer to be add in you need to go to the setup customer to add a new customer for this case I'm using a free text customer name I'm putting the reference the reference is really up to you whatever data that should might be useful for you to trace back this sale to the actual document that you're having or any other reference that may helps you to identify on this sales so the due date and then the amount and a description towards the sales you can also add a attachment of any PDF picture jpack BNG file gif file into this for you to attach together with the sales and click add you can click on the sales list to see the transaction has has already been added so you can see here it's unpaid which is is not yet hitting the overdue date meaning the due date the payment need need to be paid for the payments just simply click on payments okay in the data where the money is received the amount that you are receiving the date that you are receiving the amount of money the reference for this case you're using cash and any attachment and click payment once you done you could see the list of payment on the right hand side click print as PDF to print out a official receipt you can also print or save it into your computer or print as a hard copy to give it to your customer there's another function that I would like to show you is adding a sales transaction which you receive the full amount payment on the same day the sales be made same goes to the process putting the amount click this payment same day button cash SE If you're receiving full amount on the same de that the sales is being incurred or me and click add now the transaction is fully completed as you can see it's already been paid and the amount of the sales originally is 5,000 and the outstanding amount is zero and the second line item we've already made the 2,500 payment the outstanding had changed into the 2,500 okay that's all for today so next time we'll continue on the purchase order and expenses thank you bye