The Fit+club mobile app empowers you to quickly generate comprehensive sales statements for individual parties (customers/clients). This feature is essential for providing financial summaries, reconciling accounts, and maintaining clear communication regarding their transactions.
📄 Generating & Managing Sales Statements #
Providing a detailed statement of account is crucial for customer transparency and effective financial management. Fit+club makes it easy to generate these statements on demand.
Feature Overview #
The Sales Statement Generation feature allows you to:
- Generate a complete sales statement for any selected party.
- View a summary of their transactions, including opening balance, total debits, total credits, and closing balance.
- Review detailed transaction entries within the statement.
- Download the statement as a PDF file.
- Share the statement via various messaging platforms or email.
- Send the statement directly via WhatsApp.
Step-by-Step Instructions: #
- Log in to your Fit+club account on your mobile device.
- Navigate to the Main Menu for Statement Generation:
- From the dashboard (the app’s main screen after login), locate the three-dot menu icon at the bottom right corner of the screen. This icon typically represents additional actions or a main menu.
- Tap this three-dot menu icon.
- A pop-up menu will appear from the bottom. From this menu, tap on the sales “Generate Statement” option.
- Select the Party for the Statement:
- Tapping “Generate Statement” will take you to a screen where you need to select the party for whom you want to generate the statement.
- You will see a list of your parties (customers/clients).
- Tap on the specific party for whom you wish to generate the statement.
- View the Generated Statement:
- After selecting the party, the app will process and display the “Sales Statement” for that party.
- The statement will typically include:
- Party Details: Name, contact information.
- Statement Summary:
- Opening Balance: The balance at the beginning of the statement period.
- Total Debit: Sum of all amounts owed by the party (e.g., sales).
- Total Credit: Sum of all amounts received from or credited to the party (e.g., payments, credit notes).
- Closing Balance: The final balance at the end of the statement period.
- Transaction Details: A chronological list of all transactions (sales invoices, payments in/out, credit notes, etc.) with relevant dates, descriptions, debit, and credit amounts.
Managing the Generated Statement (Download, Share, Message) #
Once the sales statement is displayed, you have several options to manage and share it:
- Download: Locate the “Download” icon (downward arrow) at the bottom of the screen. Tap this to save the sales statement as a PDF file to your mobile device’s local storage.
- Share: Locate the “Share” icon. Tapping this will open your device’s native sharing options, allowing you to send the PDF statement via email, various messaging applications (e.g., Gmail, Telegram, SMS), or cloud storage services.
- Message (WhatsApp): A dedicated “WhatsApp” icon (or similar direct message option) may be present. Tap this for a quick and direct way to send the generated sales statement to the party via WhatsApp.
This feature ensures that you can efficiently provide clear and detailed financial statements to your clients, enhancing transparency and improving customer relations.