Managing invoicing for an optical business can be streamlined with specialized software tailored to your needs. Here are some features to consider:
- Record and Track Customer’s prescription details, inclusive prescription history.
- An invoice that able to show:
- Customer’s prescription details.
- Collection date.
- Customer current paid amount, amount paid previously, and remaining balance.
- Terms and conditions.
- Record deposit or payment on the spot when issuing invoice.
Treezsoft provides the following features to streamline your operations. Here's a step-by-step guide on how to use them effectively:
1. Recording and Tracking Customer Prescription Details
- Navigate to Customer > Manage > Customer from the main menu.
- Click the "New Customer" button to create a new customer profile.
- Fill in the customer's details and click Save.
- Select the "Optical Prescription Details" button to enter the customer’s optical prescription information.
- Specify the relevant date and details, save and close the pop-up window.
2. Issuing Sales Invoices to Customers
- Go to Customer > Sales Invoice from the menu.
- Click on the "New Sales Invoice" button to create a new invoice.
- Select the customer and input the details of the items purchased.
- Save the invoice record.
3. Recording Customer Payments
- If the customer makes a payment (partial or full) on the spot, click the "Pay Now" button.
- The system will open the "Receive Payment" screen with pre-filled details, including the customer’s name, amount paid, and the associated invoice.
- Update the payment details as needed, such as bank account, amount paid, payment method.
- Save the payment record.
4. Printing Sales Invoices for Customers
- Open the invoice record created in Step 2 and click on the "Print/Email" button.
- Choose the "DIY template" option and click Print.
- A PDF version of the invoice, including the customer’s prescription details, will be generated. You can then proceed to print it.
Transition to TreezSoft Cloud Accounting
Embrace the digital shift with TreezSoft Cloud Accounting, your seamless solution for LHDN E-Invoicing compatibility. As the era of digital taxation dawns, TreezSoft Cloud Accounting stands ready to guide businesses through the E-Invoicing transition, providing robust, user-friendly software solutions. Starting August 1, 2023, purchasers of TreezSoft solutions will gain complimentary access to the E-Invoice module until 2028, underscoring our commitment to affordable, efficient tax compliance.
Join the Future of Accounting Today
Don't let your business fall behind. Embrace the future of accounting with TreezSoft. Sign up today and be among the first to experience the efficiency and convenience of our e-invoice feature. With TreezSoft Cloud Accounting, you're not just keeping up with the times; you're setting the pace.
TreezSoft is a cloud accounting software for Small and Medium-sized Enterprises (SMEs). You can access your financial information anytime, anywhere and we use automated processes and integration to promote efficiency in your accounting process and financial health management. You can also create unlimited users for FREE for your account in TreezSoft.
Visit TreezSoft at http://www.treezsoft.com/ to sign up for a 30 days trial account with us!
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