Plz follow these steps: Navigate to the “Contact” section on the left menu bar then click on the “Suppliers” sub-menu. You will see a table of your existing suppliers. Search supplier name in search box. Navigate to “Actions” click on it and click on the “Pay” link...
CloudBiz Knowledgebase
How to check a supplier’s ledger?
Plz follow these steps: Navigate to the “Contact” section on the left menu bar then click on the “Suppliers” sub-menu. You will see a table of your existing suppliers. Search supplier name in search box Navigate to “Actions” click on it and click on the “Ledger” link....
How to check a customer’s ledger?
Plz follow these steps: Navigate to the “Contacts” section on the left menu bar then click the “Customers” sub-menu. You will see a table of your existing customers. Search customer name in search box. Navigate to “Actions”, it is present in the first column of all...
How to edit customer personal details?
Plz follow these steps: Navigate to the “Contacts” section on the left menu bar then click the “Customers” sub-menu. You will see a table of your existing customers. Search customer name in search box. Navigate to “Actions”, it is present in the first column of all...
How to add customers with opening balances?
Plz follow these steps: Log in to your CloudBiz software. Navigate to “Contact” on the left menu bar section then choose the “Customers” menu option and click on it. Click the “Add” Button on the right side after the filter section. It will pop-up form to add...
How to edit supplier’s personal details?
Plz follow these steps: Navigate to the “Contact” section on the left menu bar then click on the “Suppliers” sub-menu. You will see a table of your existing suppliers. Search supplier name in search box Navigate to “Actions” click on it and click on edit link. Update...
How to add suppliers with opening balances?
Plz follow these steps: Navigate to “Contact” on the left menu bar section then click on “Suppliers” sub-menu. Click the “Add” Button on the right side after the filter section. It will pop-up form to add customers. Select contact type ”Supplier” , choose “Individual”...
How to add advance payment to a customer?
Plz follow these steps: Navigate to the “Contacts” section on the left menu bar then click the “Customers” sub-menu.You will see a table of your existing customers. Search customer name in search box.Navigate to “Actions”, it is present in the first column of all...