Go to create the Collection (CMP) in Localizebook:
- Go to the Customer menu.
- Click Customer Center.
- Click on button +Add in the center of the page.
- Click on Collection (CMP).
- Enter the basic information of collection:
1.Checkbox: Tick on pending Invoice that we need to collect.
- Other Charge: For you add any transaction in collection.
2.Amount Paid: Auto from invoice (but we can change value based on when you receive cash).
Note: The save
button for saving your current transaction line. if having a new transaction you must click the save button to have a new line to make a new transaction. The
button for delete the transaction line.
After filling all with your information:
- Save & New: Save the current collection and add another one.
- Save & Close: Save the current collection and close the window.
- Close: Close window without saving the current collection.