How to Initiate Payment Counter Process Through SwilERP (RetailGraph) Software 

What is Payment Counter? 

The Payment counter option is enabled for single or multiple locations where you can manage how you pay through sales billing. This option in RetailGraph is very useful for those customers who work on the payment counter concept. In the process of billing the sales invoice, there is an option to make a payment at the counter after completing the billing of the products. Let's take an example that your payment counter and billing counter are separate from one another.

Now, login in RetailGraph dashboard to initiate the process

1. Go to the Options> System Default
   
2. This window will ask you for a password while open it, and for the password, contact your local service provider or make a ticket on support.swildesk.com. 

Reference image:

1. After that, a system default will appear in the next slide. Go to the Company Info section to enable payment counter option.
   
2. Here you will see Three options in Counter Management box.
   
3. Click on the Single Payment Counter option. 
   
4. And, Save the window. 

How can update bills from payment counter 

1. Go to the Sales Section> Payment Counter
   

1. Tick-Mark on the bill whose you want to make payment bill against the invoice.
   
2. If you have any due invoices or credit notes against the bill for adjustment, they will be shown in the right next column.
   
3. If you want to adjust then tick mark the invoice in the next column otherwise you can skip it.
   
4. After selecting bill the payment amount will automatically reflected in Cash Amount column.  

As shown in the below-given image: 

1. After that, select the payment method between Credit/ Cheque/ NEFT by clicking on the Payment Mode.

2. Click on the Receive option to receive the payment.
   

3. To receive or print the invoice, click on Receive & Print option.
   

4. And you successfully clear the bill payment. 
   

Reference image: 

1. If you want to Adjust the invoice, then click on the invoice for adjustment. 
   
2. Then the Payment Amount will be automatically reflected in the below-given column. 
   
3. There, you can also Change the Payment method.
   

1. For example, if you want to adjust the bills from the credit note by selecting the customer name, you can also do that.
   
2. Select the Customer Name from the customer column.
   
3. So their Current bill and Sale credit note bill will get appear.
   
4. Now to adjust, you need to select the current bill on the left side and then select the adjustment bill from the right side window.
   
5. So this will auto-less the total amount you need to pay and adjust the customer's ledger. Now, click on the received or received and the print button to save it.   

As shown in the below-given image:

The exact process you can apply on Advance also. So basically, you can adjust The customer receipt payment from this option. You can adjust the payment against the customer's invoice, which will also be updated in the customer ledger.