Payment and Ledger System of Kit19
Kit19 app offers a seamless payment and ledger system for its users, providing transparency and efficiency in managing transactions. This document outlines how payments are processed and recorded in the Kit19 app ledger.
Payment Method in Kit19
To add a new payment method in the sales activities section:
1. Navigate to Settings.
2. Go to Sales and Marketing
3. Go to Sales Activities.
4. Select Invoice Settings.
5. Select Payment Method.
Next, click on the plus icon to add a new payment method and enter the following details:
- Name (Mandatory)
- Payment Order (Mandatory)
- Description (Mandatory)
- If you want this payment method to be visible to the customer, toggle the “Show to Customer” button to on.
Customer Ledger in Kit19
To check customer balance, invoice, and total paid, all information is available in the Customer Ledger.
Navigation Steps
1. Go to Sales.
2. Click on More.
3. Select Customer Ledger.
Field Details
The Customer Ledger provides the following details:
- S.No.: Serial number of the entry.
- Customer Info: Includes:
. Customer Name
. Mobile Number
. Lead Number
- Total Credit Amount: The total amount credited to the customer.
- Total Paid Amount: The total amount paid by the customer.
- Total Balance: The remaining balance for the customer.
