Receiving a Payment
Last but not least, we will discuss the crucial step of receiving payment from the customer. We will guide you through the necessary processes, including invoicing and payment processing.
To receive payment from a customer, you can access the main KPI screen and click on “Order to Invoice”. Then, you can select the relevant sales order and click on “Save Invoice”. Once you’ve received the payment, click on “Receive Payment” and fill in the amount received.
Our video tutorial will also cover additional best practices and strategies for managing and processing payments effectively.
For a more in-depth look at the payment process, we highly recommend watching our video tutorial, accessible below.