Process to create Credit Card Type
How to Add Immediate Credit Card Type During Sales Billing in SwilERP
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:
|
|
Related Articles
How to Create Credit Card Type
How to Create Credit Card Type in SwilERP In SwilERP, creating a credit card group enables seamless payment and receipt entries via credit cards. Users can create credit card types in the masters section, selecting the appropriate method during ...Process to Add/Less Billing Head in Sales Invoice
How to Add/Less Billing Head in Sales Invoice in SwilERP Software A Billing Head is a head used for accounting purposes to post transactions in accounts. Users can define the deduction or collection of Products, Services, and Capital Goods. During ...Create Sales Invoice in SwilERP
How to Generate Sales Invoice in SwilERP Software A Sales Invoice is a formal document issued by a vendor to customers for products or services rendered. In SwilERP, users can generate sales invoices from the sales menu, containing transaction ...Process to Create Counter Sales Entry
How to Create Counter Sales Entries in SwilERP Counter Sales Definition Counter sales representatives help users to attend to the walk-in customers at the time of billing. Multiple Sales Entries can be generated in a single menu by using the counter ...Create Tax Type Category
How To Create Tax Category in SwilERP (RetailGraph) In SwilERP, you can create a tax category for every slab rate on your sales and purchase transactions. If you want to add a tax rate on your products, you can create it manually, or you can also ...