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Logi Bundals › Learn › Lesson 7 of 8

Invoices and collections: from the bill to the money.

Nobody types an invoice here. It is made with the booking. What is left for the accounts desk is to print it, mark it paid, and chase what is late.

Apps in this lesson: Invoicing, Collections, Customers. Screens on this page show the demo company, Sahyadri Express Couriers, Pune.

After this lesson you can
  • Find any invoice and open it as a PDF
  • Mark one invoice or many invoices paid, with the mode
  • Read dues by age for each customer
  • Open a payment reminder for a customer who is late
  • See why a customer is blocked for credit
Step by step

Four screens, one trail.

Names in bold are the words on the screen.

  1. Open Invoicing

    Open Invoicing. The top row shows Invoiced this month, Paid, GST billed and Unpaid. The table lists each invoice with its number, customer, shipment, amount, GST, total, due date and status.

  2. Print one

    Press PDF on the row. The address, GSTIN, phone and UPI ID come from the box Printed on your invoices at the bottom of the same screen.

  3. Mark it paid

    Press Mark paid on the row and type how it was paid: upi, cash, bank or card. To mark several, tick them, choose the mode on the bar that appears and press Mark paid there.

  4. Open Collections

    Open Collections. The top row shows Total due, Over 60 days, Collected this month and Blocked for credit. The table has one row per customer with the dues split by age: 0 to 30 days, 31 to 60, and 60+.

  5. Remind a late payer

    Press Remind. WhatsApp opens on your own number with the message written: the customer's name, the amount due and the number of invoices. You press send. The row then shows when the customer was reminded.

  6. Read a credit block

    A business customer whose dues are above the credit limit shows Credit block. A new booking for that customer is refused until a payment is marked. Click the customer's name to see the invoices, shipments and limit on one page.

Collections / Ageing
Shree Sai Textiles
2 invoice(s) · oldest is 80 days past due
60+
Desai Pharma LLP
3 invoice(s) · oldest is 75 days past due
60+
Nexa Auto Parts
2 invoice(s) · oldest is 70 days past due
60+
Meera Exports
4 invoice(s) · oldest is 34 days past due
31 to 60
Kothrud Handicrafts
1 invoice(s) · 2 days past due
0 to 30
On the real screen each age band is a column of amounts. Customers with the most in 60+ come first.
The reminder, as written

"Hello Shree Sai Textiles, a reminder that ₹69,532 is due on 2 invoice(s). Please pay at your earliest. Thank you."

The portal writes the message and records that the reminder was opened. It cannot know whether you pressed send.
Before you move on

Common mistakes, and how to check your work.

Common mistakes
  • Marking an invoice paid before the money is in. A paid mark cannot be taken back from this screen
  • Typing a mode other than upi, cash, bank or card. Anything else is saved as upi
  • Pressing Remind for a customer with no phone number. The portal then shows the message text for you to copy
  • Booking under another customer name to get round a credit block, instead of collecting
  • Reading "Unpaid" as overdue. It also counts invoices that are not due yet
It worked if
  • The invoice row shows "Paid" with the mode
  • Unpaid at the top went down by that total
  • The customer left the Collections table, or its total went down
  • The row you reminded shows "Reminded" and how long ago

Questions about this lesson

Can a customer pay online from the invoice?

Not yet. Pay links are marked "Not yet" in the product. Your UPI ID can be printed on the invoice, and staff mark the invoice paid when the money arrives.

Can I record a part payment?

No. An invoice is either unpaid or paid in full.

Does it send reminders by itself?

No. The Collections screen says it: reminders open WhatsApp on your own number with the message ready, and nothing goes out without you.

How do the invoices reach my accountant?

Books & Compliance makes a sales file for Tally and a month's invoice data as a file. You or your CA import them. Nothing is filed with the government from here.

Keep going

Lesson 7 of 8. Next: trips and vehicles.

Previous · Lesson 6Cash and CODNext · Lesson 8Trips and vehicles
All lessonsFirst day setupRates and quotesBooking a shipmentPickups and ridersTracking DeskCash and CODTrips and vehiclesCustomer credit and collectionsCourier billing software

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