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

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

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

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

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  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
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