The Fit+club mobile app offers a comprehensive Sales section to monitor your revenue, manage orders, track profit, and handle all sales invoices with ease. This guide details how to leverage the Sales Dashboard, filter invoices, and interact with individual sales records.
Sales Dashboard: Key Metrics & Invoice Filtering #
The Sales Dashboard is your central hub for sales activity, providing vital financial insights at a glance and allowing you to efficiently navigate through your sales invoices.
Feature Overview #
The Sales Dashboard enables you to:
- View top-level sales calculations: Revenue, Orders, and Profit.
- Filter your sales invoices by payment status: All, Paid, or Unpaid.
- Search for specific sales invoices quickly.
- Access detailed views of individual invoices.
Understanding the Sales Dashboard #
Upon logging in and navigating to the “Sales” section from the bottom navigation bar:
- Revenue: Displays your total sales revenue (e.g.,
₹ 8,012.00
or₹ 12.00
). - Orders: Shows the total number of sales orders (e.g.,
22
or14
). - Profit: Indicates your total profit from sales (e.g.,
₹ 8,012.00
or₹ 12.00
).
Filtering Sales Invoices #
Below the key metrics, you’ll find tabs to filter your sales invoice list:
- All: Displays every sales invoice recorded in your system.
- Paid: Shows only those invoices that have been fully paid.
- Unpaid: Lists invoices that are outstanding or have a remaining balance.
You can also use the “Search…” bar to find a specific invoice or the filter icon (top right) for more advanced sorting options.
🧾 Invoice Details: Payments & Document Handling #
Clicking on any sales invoice from the list will take you to its detailed view, where you can manage payments, and perform various actions like downloading or sharing the invoice.
Accessing Invoice Details #
- From the Sales Dashboard, select either the “All,” “Paid,” or “Unpaid” tab.
- Tap on the specific sales invoice you wish to view or manage (e.g.,
# SI/AA00001
or# SI/AB000016
). - This action opens the “Tax Invoice” screen, displaying the complete invoice document.
Viewing Payment Information #
The detailed invoice screen provides a comprehensive breakdown:
- Invoice Header: Includes your company logo, store name, address, contact details, invoice number, invoice date, and due date.
- Billing and Shipping Details: Information about the customer (party).
- Product/Service Breakdown: Lists items sold with quantity, rate, tax, and amount.
- Financial Summary: Displays Subtotal, Received amount, Balance Due, Taxable Value, CGST, SGST, Total Tax, and Total Amount.
- Payments Section: Below the invoice details, a “Payments” section shows any payments already applied to this invoice. If the invoice is paid, it will show payment details (e.g.,
# PYI/AB00004
, Date, Payer Name, Method, Amount).
Adding Payments to Invoices #
If an invoice is unpaid or partially paid, you can easily add a payment:
- From the detailed “Tax Invoice” screen, locate the “+ Add” button next to “Payments” at the bottom right.
- Tap “+ Add” to open the payment entry screen.
- Enter the payment amount, select the payment method, and specify the date.
- Confirm the payment to update the invoice’s status and your financial records.
Downloading, Sharing, and Printing Invoices #
At the bottom of the detailed invoice view, you’ll find options to manage the invoice document:
- Print: Tap the “Print” icon (printer symbol) to send the invoice to a connected printer.
- Download: Tap the “Download” icon (downward arrow) to save the invoice as a PDF file to your mobile device.
- Share: Tap the “Share” icon to access your device’s sharing options, allowing you to send the invoice via email, messaging apps, or cloud services.
- WhatsApp: Tap the dedicated “WhatsApp” icon for a direct and quick way to send the invoice to a contact via WhatsApp.
These features provide a complete solution for managing your sales and invoices efficiently within the Fit+club mobile app.