top of page
Search

How to Add a Customer Receipts through Create New or Android/iOS Mobile App Upload in Orders and Receivables Application

Updated: Jun 27

Overview of Customer Receipt Addition


Adding customer receipts is crucial in business operations. It helps maintain accurate financial records. Whether you're using the Fieldmobi Dashboard or the Android/iOS app, the process is straightforward. This guide will walk you through both methods step-by-step.


Goal 1: Add a Customer Receipt Using Create New on the Dashboard


The Manager or Team Lead can create a Customer Receipt on the Fieldmobi Dashboard. This method is simple and efficient. Follow the instructions below.




Step-by-Step Instructions


  1. Log in to your Fieldmobi Dashboard.

  2. Navigate to the "Receipts" section.

  3. Click on "Create New."

  4. Fill in the necessary information, like Customer Details and Payment Amount.

  5. Save the receipt.


This method allows for quick updates and ensures that all information is collected in one place.


Goal 2: Add a Customer Receipt Using the Android/iOS App


Supervisors, Team Leads, or Managers can also add a Customer Receipt using the Android/iOS app. This flexibility is beneficial for those on the go.



How to Use the App


To add a receipt through the app, follow these steps:


  1. Open the Fieldmobi App on your device.

  2. Select the Invoice Number that the receipt is linked to. This action will auto-fill connected fields.

  3. Enter any additional information required.

  4. Submit the receipt.



Important Note


Note: Any Customer Receipt added from the Android/iOS app must be approved on the Dashboard. This ensures that all entries are verified for accuracy before final submission.


Benefits of Adding Customer Receipts


1. Accurate Record Keeping


Maintaining accurate records is essential for any business. Failing to do so can lead to financial discrepancies. By adding customer receipts directly to your system, you ensure that every transaction is documented correctly.


2. Efficiency


Both the Dashboard and mobile app are designed for ease of use. Managers and team leads can quickly enter data without cumbersome processes. This efficiency saves time and reduces frustration in daily operations.


3. Accessibility


With the Fieldmobi app, you can add receipts from anywhere. This feature is especially useful for managers who are out in the field. Whether you’re at a client meeting or traveling, you can keep your records updated.


4. Improved Communication


Using a centralized system for customer receipts allows for better communication among team members. Everyone has access to the same data. This accessibility streamlines collaboration and ensures everyone is on the same page.


Conclusion


In summary, adding customer receipts through either the Fieldmobi Dashboard or the Android/iOS app is a simple process. With just a few steps, you can effectively manage your transactions. Utilizing these tools not only improves record-keeping but also enhances efficiency and accessibility within your team.


If you want to explore more about how to streamline your business operations, check out this link.


Now, you are equipped to handle customer receipts in your business!

bottom of page