Process to create Credit Card Type
How to add Immediate Credit Card Type while doing Sales Billing in SwilERP (RetailGraph)
If a customer has bought some goods from us and wants to pay for it via credit card then we can select the credit card method while doing payment entries in SwilERP software. With the help of this article, today we will know how to add credit card type while doing the sales billing.
Start with Login in the SwilERP dashboard to initiate the process:
- Click on the Sales menu.
- Select Sales Invoice option.
Reference Window:
Process to Create Credit Card Type:
- Firstly as per the customer requirements create a sales bill.
- After entering the product details click on the Payment details option.
Reference Window:
- After that, a payment details window will open.
- Tick mark on the Card/UPI option.
- Then, in the Card Type column click on the New option & press Enter.
Reference Window:
- A new pop-up window of Credit Card Type will appear on the next slide.
- Enter the Credit Card Type name which you want to create.
- Select the Account name from which posting will be done.
- Either we can create a new account or select an existing one accordingly. (you can also call the account name the Ledger account)
- Enter the details in Assembly, Class, Method, and Parameter columns, if required.
- Tick-Mark on the Show Detail in Report at your convenience.
- Click on the Save option.
Reference Window:
- After that, you will see created Master Card in the payment details window.
- Select the Expiry Date of the Card and enter the Card Number.
- Click on the 'OK' button.
Reference Window:
- After that click on Save tab to generate the sales Invoice.
Reference Window:
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