Sales/Receivable
The Sales/Receivable section contains essential components for managing sales operations, including invoices, returns, payments, and customer management.
Watch our AxonERP Accounts Receivable Video
In Sales/Receivable, here are some key components:
1. Sale Invoice
- Create and manage sale invoices with the following details:
- Sale Invoice Header Information:
- Warehouse in which the user issue the items.
- Customer Name
- Order Date
- Due Date
- Sale Invoice Items:
- Item Code
- Item Description
- Quantity
- Unit Price
- Total Amount
- Tax Rate
- Tax Amount
NOTE: Once the sale invoice is created, users can easily generate a corresponding payment and return against this customer by clicking the "Receive payment" and “return “button.
- User can also check the accounting lines.
- The user can also see the sale invoices report on click the preview button.
- Customization Options
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Users can tailor reports to their preferences, with customization options available.
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Sale invoice reports.
2. Sale Return
- Create and manage sale return with the following details:
- Sale Return Header Information:
- Warehouse in which the user receive the items.
- Customer Name
- Order Date
- Due Date
- Sale Return Items:
- Item Code
- Item Description
- Quantity
- Unit Price
- Total Amount
- Tax Rate
- Tax Amount
NOTE: Once the sale return is created, users can easily generate a corresponding return payment against this customer by clicking the "Return payment" button.
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The user can also see the purchase Return report on click the preview button.
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The user can also see the sale invoices report on click the preview button.
- Customization Options
-
Users can tailor reports to their preferences, with customization options available.
-
Sale return reports.
3. Make Payment
Here we can define how to make receipt.
- In this tab we can see how to create the payment voucher, here the user click on the make payment button and select the vendor.
- When the user click on the vendor tab the system automatically provide the vendor list that already created in purchase module.
- Then select the amount against the vendor. And select cash or bank account, reference number, memo, company bank account and transaction date and time.
- The user can also send amount to this particular customer to select the send option button and make payment against sale return scenario.
4. Customers
- See this section Customer
5. Items
- See this section Items
6. Payment Reconcilation
- This feature is useful when:
- Receiving multiple payments from a customer
- Receiving partial payments against a specific sale invoice
- Reconciliation Process
- Refresh the Reconciliation form
- Click the Reconcile button
- The system automatically links payments to multiple sale invoices and customers
- Post-Reconciliation:
- After reconciliation, users can:
- Verify payment links
- Open the associated sale invoice by clicking on the payment links
- This feature streamlines the reconciliation process, reducing manual effort and increasing accuracy.