Pending Payments
Pending payments refer to the payments that are due but have not yet been received. From here you can see all the pending lists with details. You can see all the payments overview at a time. And also can collect the payments.
You can see all the pending lists with details. Such as:
Invoice Info: All the relevant details related to the invoice.
Invoice No: The unique identifier for the invoice.
Date: The date the invoice was issued.
Delivery Date: The date the products are scheduled to be delivered.
User Info: Details related to the customer and sales team.
Customer Name: The name of the customer who received the invoice.
Sales By: The salesperson who handled the sale.
Deliveryman: The person responsible for delivering the goods or services.
Amount Info: Here you can see the total amount of the invoice, which includes all related details such as:
Payable: The total amount that is due for payment.
Paid: The amount that has already been paid.
Pending: The amount that is still pending to be paid.
Due: The remaining balance that needs to be settled.
Adjust: The "Adjust" option allows you to make any necessary changes or adjustments to the invoice amount.
Delivery Status: You can see the delivery status of the product if it is delivered , pending or Ready to deliver.
Amount: You can see the pending amount from here.
Adjust: If you need to adjust any amount, you can do it from here. Simply input the amount in the adjust field, and it will be added to your payment. This allows for any modifications or corrections in the payment amount.
Approve Payment: To approve a payment, first find the pending amount you want to approve. Then, click the checkbox to select the payment and click the "Approve" button. The payment will be successfully approved.
You can find specific pending payments using the filter by following these steps:
Date: Set the date for which you want to view the pending payment.
Delivery Man: Set the delivery man for whom you want to see the pending payment.
