FAQ on Payment

 

 

Creating a Credit Note for a Vendor in AntMyERP?

 

Q1: How can I create a credit note for a vendor in AntMyERP?

A: While the credit note feature might not be available in AntMyERP, you can achieve a similar result by following these steps:

Step 1: Initiate Purchase Return: Begin by adding a new Purchase Return for the vendor for whom you need to issue a credit.

Step 2: Purchase Order (PO) Creation: Create a new Purchase Order for the vendor, indicating the items or quantities you wish to return.

Step 3: Goods Receipt Note (GRN): Create a Goods Receipt Note (GRN) to confirm the returned items and update the inventory accordingly.

Step 4: Material Inward and PO Invoice Upload: Record the material inward and upload the PO invoice to reflect the returned goods.

Step 5: Pending Invoice and Purchase Invoice: In the Finance section, navigate to Pending Invoice under Purchase Invoice. Select the appropriate invoice number and use the “Action” button to accept it.

Step 6: Unpaid Invoices and Purchase Register: Move to the Unpaid Invoices tab, then go to the left menu and access “Purchase Register.”

Search for the purchase invoice number and use the “Action” button to create a Purchase Return. Save the details.

 

How do I send out customized reminders for my invoice payments in AntMyERP ?

 

Q1: How can I send out customized reminders for my invoice payments in AntMyERP?

A: To send customized reminders for invoice payments in AntMyERP, follow these steps:

Step 1: Access the Finance or Invoicing Section: Log in to your AntMyERP account and navigate to the “Finance” or “Invoicing” section where you manage invoices and financial transactions.

Step 2: Search and Select Invoices: Use the invoice search function within AntMyERP to locate the specific invoices for which you want to send reminders. Select the invoices you want to send reminders for.

Step 3: Generate Reminders Using Email Templates: Look for an option to generate reminders using email templates. This feature may be found in the same section where you manage invoices. Select the appropriate email template for invoice payment reminders.

Step 4: Customize Email Content: Within the chosen email template, customize the content of the reminder message. Include relevant details such as invoice numbers, due dates, outstanding amounts, and payment instructions.

Step 5: Send Email Reminders: After customizing the email content, select the recipients for the reminders (e.g., customers with outstanding payments). You may also have options to schedule when the reminders will be sent.

 

Can I export my payment I make as PDF files in AntMyERP ?

 

Q1: Can I export the payments I make as PDF files in AntMyERP?

A: Yes, you can export the payments you make as PDF files in AntMyERP. Follow these steps to do so:

Step 1: Access Finance: Go to the relevant section in AntMyERP where you manage payment entries. This is typically under the “Finance” or “Payments” section.

Step 2: Search for Payment Entry: Use the payment entry search function to find the specific payment entry that you want to export as a PDF file.

Step 3: Access Payment Entry Details: After locating the payment entry, click on the “Action” button (or a similar option) associated with that entry.

Step 4: Download or Print as PDF: Within the payment entry details view, you should find options to download or print the payment entry as a PDF file. Look for a “Download” button or a print icon.

 

How do I delete invoice payments that have already been recorded in AntMyERP?

 

Q1: How do I delete invoice payments that have already been recorded in AntMyERP?

A: To delete invoice payments that have already been recorded in AntMyERP, follow these steps:

Step 1: Access Finance: Go to the “Finance” section in AntMyERP.

Step 2: Access Receipt Entry: Within the Finance section, locate and select the “Receipt Entry” option.

Step 3: Search for Receipt Entry: Use the search function to find the specific receipt entry corresponding to the invoice payment you want to delete.

Step 4: Delete Payment Entry: After locating the payment entry, click on the “Action” button (or a similar option) associated with that entry.

Step 5: Confirm Deletion: A confirmation message will appear asking if you’re sure you want to delete the payment entry. Click on “Yes” to confirm the deletion.

Step 6: Save Changes: Once you confirm the deletion, save the changes to complete the process.

 

How can I adjust the TDS (Tax Deducted at Source) amount in an invoice in AntMyERP?

 

Q1: How can I adjust the TDS (Tax Deducted at Source) amount in an invoice in AntMyERP?

A: To adjust the TDS amount in an invoice in AntMyERP, follow these steps:

Step 1: Access Receipt Entry: Log in to your AntMyERP account and navigate to the “Finance” section.

Step 2: Create a Receipt Entry: Inside the “Finance” section, select “Receipt” and click on the “+” or “Add” button to create a new receipt entry.

Step 3: Select Client and Invoice Details: In the receipt entry form, select the client name and add the relevant bill details, including the invoice amount.

Step 4: Deduction Account and TDS: In the “Deduction Account” section, select the appropriate account for TDS. Add the TDS amount in the deduction account.

Step 5: Save the Receipt Entry: Save the receipt entry. The TDS amount will be adjusted against the invoice amount.

 

How can I check for inactive products in AntMyERP?

 

Q1: How can I check for inactive products in AntMyERP?

A: To check for inactive products in AntMyERP, follow these steps:

Step 1: Access Inventory: Log in to your AntMyERP account and navigate to the “Inventory” section.

Step 2: Open Product Report: Inside the “Inventory” section, find and select “Product Report” or a similar option that provides a list of products.

Step 3: View Inactive Products: In the product report, review the list of products displayed. Look for products with an “Inactive” status. These are the products that are marked as inactive in your system.

 

Q2: What does it mean when a product is marked as “Inactive”?

A: When a product is marked as “Inactive,” it typically means that the product is no longer being actively used or available for transactions. This status might be used for products that are discontinued, out of stock, or no longer part of your regular offerings.

 

Q3: Can I reactivate an inactive product?

A: Depending on your AntMyERP configuration, you may have the option to reactivate an inactive product. Check your system’s documentation or contact support for guidance on reactivating products.

 

How can I issue an advance payment to an employee in AntMyERP?

 

Q1: How can I issue an advance payment to an employee in AntMyERP?

A: To issue an advance payment to an employee in AntMyERP, follow these steps:

Step 1: Access Payment Entry: Log in to your AntMyERP account and navigate to the “Finance” section.

Step 2: Create Payment Entry: Inside the “Finance” section, select “Payment Entry” and click on the “+” or “Add” button to create a new payment entry.

Step 3: Specify Payment Details: In the payment form: Choose “Employee Petty Cash” as the recipient (Paid To). Select the appropriate type of reference (e.g., Advance). Fill in other necessary details such as amount, payment date, and any remarks.

Step 4: Save Payment Entry: Save the payment entry. The advance payment will be recorded in the system.