How to do Credit Card Entry Report in Retailgraph

Credit Card Entry Report

Credit Card Management

With the help of this process, you will be able to see the entry's of your credit card and also you can clear those particular entry's. To access this process in RetailGraph please follow the instructions.

First you need to make Sales invoice in the software and in the payment details option you need to select the Credit card name in card and SAVE the bill followed by the image.

Credit Card Management

Once you SAVE the bill your entry gets posted, Now to see all your card bills in a single report you need to open Receivables. 

Go to START button- Receipts- Receivables.

Once you open this form you need to select Date and report type. After that you can directly come on the accounts option and select your account type. There are many other options also. (NOTE-If you want to set them as per your requirement in the report you can modify that also as shown in the image.) 

Receivables

Retailgraph

Once you click VIEW button all your entry’s displays together of that particular Account name as shown in the image above. 

Now if you want to clear these particular entry’s you need to open Receipt option. 

Go to START button- Receipts- Receipt.

Receipt

Once you open receipt form you need to select the Account name/Card name in account option and then click the Drop-down of entry no. 

Once you finish this step as you can see in the image above all your credit card entry displays all together. Now from this process you can select one or more then one entry’s to clear. 

Now in this process we have cleared A12 sales invoice entry as shown in the image given below. 

Receipt

Now as we told you that we have cleared entry no A12 in above process. Now to see if it has cleared or not you again need to open Receivables 

Please follow the same process as above to see Receivables report. 

Once you reopen the report you will see the entry you just cleared(i.e A12) in receipt gets clear in this report also as shown in the image below. 

Receivables




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