Sales

Can I send reminders for payment collection to the customers?
Yes, you can send payment reminders to customers on Open. Just visit the’ Sales Invoice’ section available under the ‘Sales’ tab .Then click on ፧ (edit icon...
Mon, 9 Aug, 2021 at 9:59 PM
Can I create GST-compliant invoices and how?
Yes, you can create GST-compliant invoices on Open. If your business has registered a GSTIN, then you can share GST-compliant invoices with your customers. ...
Mon, 9 Aug, 2021 at 10:01 PM
Can I upload bulk invoices on Open?
No. As of now, there’s no provision to upload bulk invoices.
Mon, 9 Aug, 2021 at 10:02 PM
Can I share invoices in bulk and collect payments against all invoices at one go?
No. There’s no provision to share bulk invoices. However, you can share bulk payment links with customers. Visit the ‘Payments’ section and locate ‘bulk pay...
Mon, 9 Aug, 2021 at 10:03 PM
Can I delete or cancel the invoice?
The invoice can be cancelled before the customer makes payment. However, the invoice can’t be deleted altogether.
Mon, 9 Aug, 2021 at 10:03 PM
Where can I find the transaction status and can I customize them as per a date range?
You can track and oversee the transaction status and overdue days by using the advanced filter available under the ‘Sales Invoice’ sub section of the ‘Sales...
Mon, 9 Aug, 2021 at 10:05 PM
What is a cash memo and how do you create one?
A cash memo is a document that entails that the goods or services are sold and the cash payment has been received. It helps keep track of business transacti...
Mon, 9 Aug, 2021 at 10:07 PM
What is the use of a cash memo?
By creating a memo, you can keep tabs on all cash transactions and reconcile them without hassles.
Mon, 9 Aug, 2021 at 10:07 PM
What is a credit note and how do you create one?
Answer - A credit note is a letter sent by the business or supplier to notify the customer that the amount paid for the product or service has been credited...
Mon, 9 Aug, 2021 at 10:10 PM
What does the term reconcile mean & how do I do the reconciliation?
Reconciliation is an accounting process that helps businesses compare the difference between two financial records or account balances. Be it through cash o...
Mon, 9 Aug, 2021 at 10:12 PM