Orders Management -This section lists all the orders placed by the clients including the completed, pending and in-progress orders. Here, you can view complete order details, approve, cancel, edit, verify an order, add discount, change order status, view older orders, export order data and do a lot more.
Invoices Management - This section lists all the invoices generated for the clients. Here, you can view complete invoice details, search/filter invoices, send invoice reminder mails, cancel invoices, export invoice data and view older invoices.
Receipts Management - This section lists all the receipts generated for transactions made by the client. Here, you can view complete receipt details, search/filter receipts, export receipt data and view older receipts.
My Pricing (only visible to main company's partners) - This section allows the main company's partners to view the discount slabs for their products and services.
My Ledger (only visible to main company's partners) - This section allows the main company's partners to view and export their ledger details.
Manage Account Statements - This section allows you to view the account statements of all the clients.

Overview

Home >> Billing

In this section, the admin can access, create and manage orders, invoices, receipts and manual order processing.

Here is the screenshot of Billing section:

Note for Main Company's Partners

My Pricing

The partners of the main company can see their pricing set by the main company and discount slabs of their products and services through this section.

To access My Pricing:

- Go to Home.

- Select My Pricing under the Billing section.

- This will open the Pricing and Discount slabs window.

- From here, you can download any month's pricing detail by simply clicking on the excel icon.

See sample screenshot:

My Ledger

The partner of the main company will see an additional section under Billing called – My Ledger.

To access My Ledger:

- Go to Home.

- Select My Ledger under the Billing Section.

- This will open the My Ledger section.

Here, the partner can view complete details regarding his Credit Note, Debit Note, Receipts and Invoices:

See sample screenshot:

Partner can do the following here:

Export Ledger

- By clicking on the Export Ledger, the partner can export all information regarding his ledger.

Export DR Note

- By clicking on the Export DR Note, the partner can export the information regarding his debit notes.

Export CR Note

- By clicking on the Export CR Note button, the partner can export the information regarding his credit notes.

- PDF button is provided under every Receipt, Invoice, Debit Note and Credit Note.

- Click on receipt number to view it and click on Download PDF to download a copy.

Please note that the partner’s transaction with the main company will appear in partner’s default currency which has been displayed using keyword “Base” For ex- Base Debit Amount, Base Credit amount.