Invoice Handed:
In this feature you can easily trace the physical status of the invoices according to the employee. Or you can check which employee has a particular invoice for which he is responsible to collect payment on behalf of the company. This feature is very useful in the recovery of accounts receivable in accounts.
Go to Sales then Transactions and click on Invoice Handed.
Following page will open as shown in the screenshot below.
Now input the name of the employee against which the invoices status is required.
It will show all invoices assigned to the particular employee as shown in the screenshot below.
Also you can print the report by clicking on Print RECOVERY RECORD.
Click on the Print RECOVERY REPORT button and the following page will open showing the invoices assigned to the employee. This report can be saved / printed as per the requirement.
Furthermore in this feature if the invoice is taken back from the employee i.e. unassigned then it will also appear against the employee.
First select the employee name as shown in the screenshot below.
Currently it is showing 2 invoices handed over to Mr. Raza i.e 185218 and 185219.
Now if we click on any particular invoice then it will show the history of that invoice against the employee that when it was handed over to him and when it was taken back from him as shown in the below screenshots.
Similarly, if we enter the same invoice number in Invoice No: field under the employee and press Enter button on keyboard then the status of that invoice will change again i.e if the last status was IN i.e handed over then it will be changed to OUT i.e taken back. Also if the last status was OUT i.e taken back then it will be changed to IN i.e handed over. Screenshots are given below as explanation.
Invoice Number 185218 was taken back from employee Raza and status changed to OUT.
Invoice Number 185219 was given again to employee Raza and status changed to IN.
