Module guide
Customer Billing
Create sales invoices from the applicable sales or delivery records, review taxes and due dates, and submit after checking. Allocate payments through Payment Entry and inspect the receivable reports for the remaining balance.
How this module fits your work
Create sales invoices from the applicable sales or delivery records, review taxes and due dates, and submit after checking. Allocate payments through Payment Entry and inspect the receivable reports for the remaining balance.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
01Prepare source records02Complete the activity03Review / approve04Verify the result
Customer billing & collection
- DunningRecord page · Customer billing & collection
- Invoice DiscountingRecord page · Customer billing & collection
- Sales InvoiceRecord page · Customer billing & collection
Setup & Templates
- Dunning TypeRecord page · Setup & Templates
Reports
- Accounts ReceivableReport · Reports
- Accounts Receivable SummaryReport · Reports
- Customer Ledger SummaryReport · Reports
- Delivered Items To Be BilledReport · Reports
- Gross ProfitReport · Reports
- Inactive Sales ItemsReport · Reports
- Item-wise Sales RegisterReport · Reports
- Sales Invoice TrendsReport · Reports
- Sales Partners CommissionReport · Reports
- Sales Payment SummaryReport · Reports
- Sales RegisterReport · Reports
Frequently asked questions
- Why do I see fewer links in ERP?
- The documentation covers installed pages. The live menu hides records, reports and actions your role cannot access.
- Does saving finish the process?
- No. Some records remain drafts until submitted or approved. Related inventory, accounting and external-service actions have their own steps.
- Where do I report an error?
- Use Helpdesk and include the module, record type, operation and error. Do not include passwords or unrelated personal records.