Understanding Customer Accounts

After you’ve set up a customer in our system, you can easily include all their previous invoice transactions, including their branch information. You can also upload any past acknowledged invoices for future use. All this information will be visible in your customer ledger and outstanding statement.

 

Adding a Customer Invoice

Adding a customer invoice in AntMyERP is easy! You just need to put in their important info into one place. You can add any number of customer invoice in AntMyERP. Here’s what you do.

You can add customer branch in two ways

• Creating Customer invoice from the Account Tab
• Importing Customer Invoice

 

Adding a Customer Invoice from the Account Tab.

Navigate to Left Menu > CRM Sales > Customer 

You will lands in Customer Listing Page

Locate the customer in the customer list and click on the Edit option from the Action dropdown menu. Alternately you can Right Click on the customer whose Invoice you want to add by clicking Edit.

Go to Accounts of that customer

Click the + Icon button on the top right corner of the page.

Select the Branch, and enter the Invoice Details like Invoice No. Invoice Date and Invoice Due Date. You can also upload the customer acknowledged invoice for future reference.

After entering all the details, click Save.

Note: You can add your old outstanding customer invoice and the same will be reflected in your Customer Ledger and Customer Outstanding Statements.

 

Adding a Customer Invoice from Import.

Navigate to Left Menu > CRM Sales > Customer 

You will lands in Customer Listing Page

Locate the customer in the customer list and click on the Edit option from the Action dropdown menu. Alternately you can Right Click on the customer whose Invoice you want to add by clicking Edit.

Go to Accounts of that customer

Click the Import Icon button on the top right corner of the page.

Read Instructions and Click Download Sample File ( CSV. ) for your reference by clicking sample file.

Ensure that all the fields are mapped and  filled correctly while adding your Customers.

Now go to the Top Right Menu navigate to Import Icon > Import Customer Invoice

Click on Upload Customer Invoice and select the Branch and Select the file to be imported. 

Click on Save.

All your invoice pertaining to this customers are imported in your AntMyERP.

Note: Only CSV. file is supported and you have to manually add the acknowledgement copy of the particular invoice

 

Editing / Deleting Customer Invoice

Navigate to Left Menu > CRM Sales > Customer 

You will lands in Customer Listing Page

Locate the customer in the customer list and click on the Edit option from the Action dropdown menu. Alternately you can Right Click on the customer whose Invoice you want to add by clicking Edit.

Go to Accounts of that customer

Select the Branch, and Edit / Delete the Invoice Details like Invoice No. Invoice Date, Invoice Due Date and uploaded invoice

After Editing / Deleting all the details, click Save.

Note: This edit will overwrite the past entry and your past entry records will not be available.