View Outstanding Report in SwilPOS

View Outstanding Report in SwilPOS

How to View Outstanding Reports in the SwilPOS Application

SwilERP helps you see all the money your customers owe you in one go. This includes unpaid bills and ones that are only partially paid, even if they're overdue. If you use the SwilPOS mobile app, we'll show you how to check this easily.

Open the SwilPOS Mobile app on your device to initiate the process:

  1. Enter your registered Email Address in the provided field.
  2. Input your mobile application Password in the password field.
  3. Click on the "Login" option.
Reference Image:
                             

  • After logging in, you will see the Dashboard page.

  • On the Dashboard screen, you will notice three rows; click on them.

Reference Image:

 
  1. Select the Outstanding option from the available options.
  2. To access Help:
  1. Click on the "?" icon.
Reference Image:
                        

How to view Outstanding report:

  1. Begin by selecting the specific Customer for whom you wish to view outstanding details in the SwilPOS app.
  2. In the report section, you'll find two types of views: Auto Adjust and Normal.
  3.  For the Auto Adjust view, there is a checkbox provided. Customize your report by ticking or unticking the checkbox based on your specific requirements.
Note: If you checkmark the 'Auto Adjust' option, the sales invoices will be automatically adjusted.

Reference Image with Tick Mark:


Note: If you do not mark the 'Auto Adjust' option, outstanding details of receipts will also be displayed along with sales invoices.

Reference Image without Tick Mark:

                            
  1. If needed, you can effortlessly generate the following transactions by simply clicking the '+' sign within the outstanding feature:
    1. Sales Orders
    2. Sales Invoices
    3. Receipts
Reference Image:

                             

      • Related Articles

      • View Party wise Cash Receipt Statement

        How to view Party-Wise Cash Receipt Statement in SwilERP (RetailGraph) SwilERP software has a feature in which the users can view the party cash receipt statement. If you want to view how much cash has been received from the customers (Party), then ...

      • MIS Report View

        How to view MIS Report Through SwilERP (RetailGraph) What is MIS View Report? MIS report stands for management information system. In the simplest terms, an MIS report does describe as a system that provides essential information for the management ...

      • View Vendor/Supplier Ledger Report

        How to View Vendor Ledger Report in SwilERP (RetailGraph) Software What is a Vendor/Supplier Ledger? The Vendor Ledgers consist of all transactions relating to each Vendor or supplier. The open entries for each supplier will show the invoices that ...

      • Schedule Customer Outstanding Report

        How to Schedule Customer Outstanding Report in SwilERP Software In SwilERP Software, there is an option to schedule customer outstanding report on daily basis. With this option, users can share day to day outstanding report via Email. Users can find ...

      • View Adjustment Report

        How to view Adjustment Report In SwilERP (RetailGraph) The Inventory Adjustment report provides information about the adjustments you make to on-hand quantities of products and quantities, including the amount of the adjustment, and the remarks for ...