Help Daily Closing
All help

Sales

Make a bill

  1. 1Open the Sales tab and tap an item. Tap again to add one more
  2. 2The bill total shows at the top. When done, tap it
  3. 3Check the bill and tap Charge
  4. 4Tap Cash or Bank
  5. 5The bill is saved. Tap the bill number to see it

Every bill goes into the Ledger by itself, as Cash or Bank income.

Change how many

  1. 1On the bill, tap + or −
  2. 2Tap ✕ to take the item off the bill

Type a quantity or an amount

  1. 1On the bill, tap the item's name
  2. 2Tap a number, or type the quantity
  3. 3Or tap Amount and type the money for this item
  4. 4Tap Update

Find an item

  1. 1Tap Search and type part of the name
  2. 2Tap the item to add it

Show one category

  1. 1Tap All items
  2. 2Tap a category
  3. 3Only its items show. Tap ✕ to see all again

Scan a barcode

  1. 1Tap the barcode mark and point the camera at the barcode. The item goes on the bill

The item needs its barcode saved first. See Items.

Start the bill again

  1. 1Tap ✕ at the top right
  2. 2The bill is empty. Tapped by mistake? Tap Undo

Paid part cash, part bank

  1. 1After Charge, tap Cash + Bank
  2. 2Type the cash. The rest goes to bank
  3. 3Tap Save
  4. 4The bill shows both parts

Sell on credit

  1. 1After Charge, tap Credit
  2. 2Tap Customer
  3. 3Tap the customer, or + New customer
  4. 4Paid a little now? Type it and pick Cash or Bank
  5. 5Tap Done
  6. 6The bill shows what is still due

The balance is added to the customer's dues.

Get paid for a credit bill

  1. 1Open the bill and tap Receive payment
  2. 2Check the amount and pick Cash or Bank
  3. 3Tap Save
  4. 4The due is cleared

Put a customer's name on a bill

  1. 1After Charge, tap Customer, pick the name, then tap Cash or Bank

Write a sale for an earlier day

  1. 1After Charge, tap Today
  2. 2Pick the day and tap OK. Then tap Cash or Bank

See all bills

  1. 1Tap ☰, then Bills
  2. 2Each day shows how many bills, the total and what is due
  3. 3Tap a bill to open it

Find a bill

  1. 1In Bills, type an item, a customer or a bill number

See only due bills, or one day

  1. 1In Bills, tap the filter
  2. 2Pick Due only, Cash, Bank, or a day
  3. 3The list shows only those bills

Send a bill to the customer

  1. 1Open the bill. Tap WhatsApp to send the bill as a message, or Share PDF to send it as a file

The WhatsApp message lists the items and the total, with a link to the bill.

Change a saved bill

  1. 1Open the bill and tap •••
  2. 2Tap Edit bill
  3. 3Add or remove items
  4. 4Tap Update
  5. 5Tap Cash or Bank
  6. 6The bill is changed. The Ledger changes with it

Take items back

  1. 1Open the bill and tap •••
  2. 2Tap Return items
  3. 3Tap + for each item that comes back
  4. 4Damaged? Tap Damaged so it does not go back in stock
  5. 5Tap Give back
  6. 6Tap how you gave the money back
  7. 7The bill shows the return and what was kept

Delete a bill

  1. 1Open the bill, tap •••, then Delete bill
  2. 2Tap Delete

The items go back in stock and the money leaves the Ledger. This cannot be undone.

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