Deskera Books Plus

How to create, edit, and delete a quote in Deskera Books Plus?

A quote is a document you provide to buyers interested in buying goods or services at a stated price under certain conditions. By providing a quote to your potential buyer, it enables them to view the cost of each line item without worrying if the cost of the items exceeded

How to mark a quote and sales invoice as fulfilled in Deskera Books Plus?

As a seller, it's crucial to fulfill goods for all your orders. Fulfilling goods means delivering the products to your customers for their purchases. After order fulfillment, you can mark your Quote or Invoice as fulfilled as a reminder that you do not owe anything to your customers. So, how

How to convert a quote to a sales invoice in Deskera Books Plus?

Once your potential buyer is pleased with your quotation, you can convert the quote to a sales invoice in Books+ application. To convert a quote to a sales invoice, follow the steps mentioned below: Login to your Books+ account.Click on the Quote Module on the left-hand side panel.Click

How to create, edit, and delete a sales invoice in Deskera Books Plus?

An invoice is a document with a list of products and services sent to your customers for their purchases. In a typical invoice, you can view the invoice date, the company name, the due date, billing and shipping address, your customer name, line items, and the total amount due for

How to mark a payment as received for a sales invoice in Deskera Books Plus?

Once you have received payment from your customers, you can mark the sales invoices as paid in Deskera Books+. To do so, follow the steps below: Go to your Books+ account.Click on Invoices Module on the left-hand side panel.Click on the Get Paid button under Actions Column3.  Under

How to bulk import sales invoices in Deskera Books Plus?

Creating a sales invoice is easy, but it will be time-consuming and tedious if you have thousands of sales invoices to enter. You can bulk import your sales invoices to Books+ using our sample file to save time. The bulk import feature allows you to bulk import your sales invoices

How do I set a recurring invoice and a bill document in Deskera Books Plus?

Setting a recurring invoice and bill document is not uncommon when running a business. Some of your customers continuously purchase from you as they're interested in your products, whereas you continue purchasing from your vendors as your inventory runs low. Hence, setting a recurring invoice and bill document on a

How do I round off my bill and invoice document in Deskera Books Plus?

The rounding off feature comes in handy when you need your invoice and bill documents to reflect as a whole number instead of decimal values. With Books+, you can effortlessly round off the final amount reflected in your invoice and bill document. Follow the steps mentioned below: Login to your

How to set up invoice reminder in Deskera Books Plus?

Invoice reminder is a great tool that helps you send emails to your customers whenever a due date is approaching. With the invoice reminder tool, you can collect payments on time and track your outstanding invoices closely. To activate the invoice reminder in Books+, you can follow the steps below:

How to generate Pick, Pack, and Ship in Deskera Books Plus?

Pick, Pack, and Ship is one of the fulfillment methods to fulfill goods to your customers. After receiving orders from your customers, you will have to pick the items, pack these items to the correct boxes or wrappings, and finally ship the goods to its final destination - your customer's

How to create, edit and delete an order in Deskera Books Plus?

An order is a document that your vendors shared with you for your intention to purchase their goods and services. You can create an order document in Books+: Follow the steps below to create an order: Go to your Books+ account.Click on the Purchase Orders Module via the sidebar

How to mark an order or a bill as goods received in Deskera Books Plus?

Once you have received goods and services from your vendors, you can mark the purchase order or bill document as goods received. To mark an order or bill document as goods received, follow the steps below: Login to your Books+ account.Go to Order or Bill Module on the sidebar

How to convert an order to a bill document in Deskera Books Plus?

Once you have finalized your purchases from your vendors, you can convert your purchase order document to bill document. Follow the steps below to convert a purchase order to a bill document in Books+: Login to your Books+ account.Go to Purchase Order document on the sidebar menu.3.  On

How to create, edit or delete a backorder in Deskera Books Plus?

Backorders are orders you placed from your supplier for a temporarily out-of-stock product. Suppose the quantity of products ordered by your customers is greater than your inventory stock on hand; In this case, the system will prompt you to create a backorder for that respective product when fulfilling a Quote

How to create, edit and delete a bill in Deskera Books Plus?

A bill document is a document that reflects your purchases from your vendors. In a typical bill, you can view the bill date, your vendor company name, the due data, billing and shipping address, your name, line items, and the total amount due in the bill document. To create a

How do I mark a bill as paid in Deskera Books Plus?

Once you have paid your vendors, you can mark the bill document as paid in the system. To find out more, follow the steps below: Login to your Books+ account.Go to Bill Module on the sidebar menu.3.  On the respective bill document, click on the Pay button under

How can I create, edit or delete an expense bill in Deskera Books Plus?

Expense bill is an expense that your company spends when they are purchasing products or services for company use, paid at the point of purchase. Some examples of expenses incurred are utilities bill, repair and maintenance bill, cleaning expense, office expense, and etc. To create an expense bill in Deskera

How to create, edit and delete a contact in Deskera Books Plus?

Contacts in your Books+ application can be your customers and vendors. You can create contact and store their information using Deskera Contact Module. The contact module is similar to a contact management software whereby you can keep the nitty-gritty details of each individual. To create a new contact in Books+

How to create, edit and delete a product in Deskera Books Plus?

There are three types of products in Deskera Books+. These products are classified into three categories such as: Tracked goods: tracked goods are tangible goods than are quantifiableNon-tracked goods: non-tracked goods are intangible and non-quantifiable. Non-tracked products usually involve service-related goods or additional fees/charges. No physical goods are involved.

How to create a product variant in Deskera Books Plus?

Product variants have shared similarities based on their functionalities but differ in some aspects, such as their attributes. The products variants can include the products' sizes, colors, flavors, dimensions, materials used, etc., In Deskera Books+, you can create product variants. Follow the steps below to create a product variant in

How can I reorder products from my vendors in Deskera Books Plus?

Once your tracked products reach a certain level, you will be notified by Deskera Books+ to re-order these products. This is especially beneficial for products that are selling fast. This article will explain the steps that you can take to re-order tracked products from your vendors. Follow the steps below:

How to create batch and serial number in Deskera Books Plus?

Manufacturers commonly use batch and serial numbers to identify and track their stocks efficiently. A batch number is a unique number given to identify identical or similar products group. For example, if you're own a factory producing bread, you will make white bread loaves, wheat bread loaves, and whole-grain loaves

How to create multiple pricing lists in Deskera Books Plus?

If the prices of your goods and services are constantly changing, be it sales or inflation, you can use the price listing feature in Deskera Books to help you record and save the product's pricing for future dates. Follow the steps below: Login to to your Books+ account.Click on

How to create, edit and delete a warehouse in Deskera Books Plus?

A warehouse is a location where you store, track, pick and ship your goods to your customers. If you are holding inventory, you definitely need a physical space to store your goods. If you store your goods in multiple locations, you can create various warehouses in Deskera Books+. Follow the

How to create, edit and delete a bank in Deskera Books Plus?

Creating a business bank account allows you to monitor your business cash flow in and out from your organization. It's vital to have a business bank account so that it's easier for you to make and receive payment for business related transactions. Follow the steps below to create a bank

How to set bank automation rules in Deskera Books Plus?

It's not easy to reconcile bank statements with business transactions especially if you have hundreds or even thousands of transactions a month. It's tedious, time-consuming, and straining to the eye, spending hours mapping one transaction to another. However, with the power of automation, you can set specific bank rules in

How to create, edit and delete Chart of Accounts in Deskera Books Plus?

A Chart of Accounts is a consolidation of all accounts your company has identified necessary to record transactions in General Ledger. You can use COA to organize your list of accounts and have an overview of the money you have, the money you owe, and money spent. To view the

How to create a manual journal entry in Deskera Books Plus?

Journal entries are used to record business transactions. It always involves at least one Debit and one Credit entry into the system. If you are creating sales invoices, fulfillment, payment, bill, and goods received records; the journal entry will be auto-populated by the system. In case you need to create

How to create, edit and delete a fund transfer in Deskera Books Plus?

You can perform a Fund Transfer on Deskera Books to record fund transfer from one bank account to another in your Books+ account. Login to your Books+ account.On the sidebar menu, click on Accounting > Select Journal Entry.On the journal entry page, click on the “+ New JE” button

How to create, edit, and delete deposit in Deskera Books Plus?

Generally, a deposit is a sum of money paid into a bank for safekeeping or as a pledge. The deposit term means the inflow of funds to the organization. There are two types of deposits in Books+; direct deposits and advance payment. Direct payment is a form of electronic bill

How to import opening balance of accounts, inventory and contacts in Deskera Books Plus?

Deskera users can now import the opening balance of their inventory, accounts, and contacts to migrate their data to the Books+ application. To import the opening balance of inventory, accounts, and contacts, follow the steps mentioned below: Go to your Books+ account.Go to the Accounting tab on the sidebar

How to create, edit and delete expense in Deskera Books Plus?

In Books +, all the expenses that you have incurred will automatically appear on the Expense page. Also, you have the flexibility to create direct expenses as well. There are two types of expenses in Books+; direct expense and prepayment. Direct expense is any expense related to the purchase of products.

How to create, edit and delete debit note in Deskera Books Plus?

Debit notes are official documents prepared by the purchaser to provide information to their supplier for debiting the supplier’s account. When purchasers return goods bought on credit terms, the purchasers will indicate the reason for the return stated in the Debit Note and the goods back to the supplier.

How to create, edit and delete credit note in Deskera Books Plus?

Credit Notes are issued when a seller receives a return of goods for faulty or incorrect orders. And, a seller can create a credit note when they overcharge the buyers. Ultimately, the goal of a credit note is to reduce the outstanding amount in the invoice documents. To create a

How to make payment using credit card using Deskera Books Plus?

Businesses can clear their outstanding debts using their credit card account in Deskera Books+. Follow the steps below to create a credit card account: Login to your Books+ account.Go to Accounting Module.Next, click on Chart of Accounts.Create a new Chart of Account for your credit card account.

How to create undeposited funds in Deskera Books Plus?

The undeposited funds in Books+ allow you to hold multiple payments from a customer before depositing the lump sum amount to the bank. This feature allows you to perform bank reconciliation faster and easier, instead of focusing on a long itemized records. To create an undeposited fund account, follow the

How do I perform financial year closing in Deskera Books Plus?

Financial year closing is perform at the end of the year, as an indication of the completion of one-year, or 12 months accounting period. To perform the financial closing, follow the steps below: Login to your Books+ account.Click on Accounting on the sidebar menu.Select Financial Year Closing button.

How to generate purchase reports in Deskera Books Plus?

There are nine types of purchase reports in Books+. You can generate these nine types purchases reports directly from the system. Follow the steps below to generate these purchase reports: Login to your Books+ accountClick on Reports on the sidebar menu.3.  On the report module, under the standard tab,

How to generate sales reports in Deskera Books Plus?

You can generate eight types of sales reports in Deskera Books+. Follow the steps below to generate the sales reports: Login to your Books+ accountClick on Reports on the sidebar menu.3.  On the report module, under the standard tab, go to sales section. 4. You can view eight types

How to generate inventory reports in Deskera Books Plus?

There are ten types of inventory reports in Books+. You can generate these reports directly from the system. Follow the steps below to generate the inventory reports: Login to your Books+ accountClick on Reports on the sidebar menu.3.  On the report module, under the standard tab, go to inventory

How to generate bank reconciliation summary report in Deskera Books Plus?

The Bank Reconciliation Summary helps see all unmatched transactions between all bank accounts and Deskera Transactions; Expenses and Payments entries in Books+ application. In Deskera Books+, you can view the bank reconciliation summary report after you have performed the bank reconciliation each month. Below are the steps to generate a

How to generate financial reports in Deskera Books Plus?

Financial reports are your Profit and Loss Statement, Balance Sheet and Cash Flow Report. To generate these financial reports, follow the steps mentioned below: Login to your Deskera Books+ accountClick on Reports on the sidebar menu.3.  Under the financial section, select the reports that you wish to generate from

How to generate smart reports in Deskera Books Plus?

Generating a business report is an everyday affair among business professionals. A business report summarizes your business information in an analytical, concise, and organized format. You can instantly have an overview of the entire business operations, be it the total customer base to your company's bottom line. We make it

How to generate Statement of Accounts in Deskera Books Plus?

Businesses send the Statement of Accounts to their buyers to recap their products and services within a specific time, typically every month. It gives your customers a clearer picture of their purchases from your company. Your customers will know how much they have purchased from you and their outstanding balances,

How to create, edit and delete a new custom field in Deskera Books Plus?

Using Deskera Books+, users have the option to create multiple custom fields in addition to the default fields available in the system. To create custom fields in Books+, follow the steps below: Login to your Books+ account.Go to Setting on the sidebar menu.Select custom fields option.4.  On

How can I create a new document number in Deskera Books Plus?

Every business records its documents using a unique numbering format. And, the numbering format differs in each organization. It will be easier for businesses to track and identify documents with sequence number, which helps improve work efficiency. In Deskera Books+, we provide flexibility to our users by allowing our users

How can I view import logs in Deskera Books Plus?

Imagine a scenario where you completely wipe out your files, and there's nowhere to restore all the important files on your desktop. What do you do next? With Deskera Books+, you don't have to worry about accidentally deleting your files as the software helps save your imported files on clouds.

How can I view audit logs in Deskera Books Plus?

The audit log is a tool that allows system administrators to view and track actions performed by all the users in the organization. After an end-user made changes in the system, the owner or admin can monitor the users' activities based on the audit log. With Books+, you can drill

How to create, edit, and delete a new tax-rate in Deskera Books Plus?

Every country has its own sales and purchases tax. To stay compliant with your country's regulations, you have to ensure that you apply the correct tax when trading locally or globally. With Deskera Books+, you have the option to customize a new tax rate based on your country tax regulation.

How to create, edit and delete a new payment term in Deskera Books Plus?

Payment term is the agreement between a buyer and a seller when the buyer should make payment. And, businesses apply different payment terms to different clients based on their agreement. With Deskera Books+, you can create a new payment term that suits your business requirement. To create a new payment

How to create, edit and delete U.O.M in Deskera Books Plus?

U.O.M stands for unit of measurement to define the standard quantity of a product in physical quantity. Some examples of unit of measurements are meter, kilometer, centimeter, foot, inch, kilogram, litre, dozen, pieces, ounce, gallon, pints, and etc. To create a new unit of measurement in Deskera Books+

How can I set up SMTP server in Deskera Books Plus?

SMTP stands for Simple Mail Transfer Protocol, a configuration that helps you send or relay outgoing mail between the email senders and recipients. Suppose you send emails to your vendors or clients directly on Deskera Books +; in that case, you must configure the SMTP beforehand so that your recipients are

How can I configure my document template in Deskera Books Plus?

Designing a document template is made easy with Deskera Books Plus' document generator feature. As a small business owner, if you have limited time to create a brand new quote, invoice or invoice template, you can quickly generate these templates directly from Deskera Books Plus. To change your quote, bill,

How to configure credit limit for a customer in Deskera Books Plus?

Deskera Books Plus allows you to configure the credit limit for every customer in your organization. This feature helps you to track the outstanding amount owed by your customers. The system will  warn, ignore, or block quote/invoice creation once the credit limit has exceeded. Follow the steps below to

How to configure workflow using automation in Deskera Books Plus?

Have you ever wondered how you can complete your endless work tasks using the shortest time and strike that off by night falls? It can be stressful and overwhelming to complete a big pile of work, mainly if you have limited resources and time. That's why you need automation to

How to fulfil an invoice using drop shipping in Deskera Books Plus?

Drop shipping is a fulfilment method that allows seller to fulfil goods directly to their customers without holding any inventory. The seller will notify the wholesaler to ship and deliver the goods directly to the customer upon receiving orders from their clients. If you're in the drop shipping business, you

How to create sales return in Deskera Books Plus?

Sometimes, businesses deliver faulty, broken, and even wrong products to their customers. At the end, the customers will have to send the faulty goods back to the sellers. The sellers will either refund the customers or replace the broken product with a new item. In Deskera Books+, you can create

How to configure different sequence number for fully or partially converted document in Deskera Books Plus?

When converting the quote/order to invoice/bill, the invoice/bill document numbering will map based on the quote/order numbering in the respective tab. However, if you wish to use a different format of document numbering from the quote/order window in your invoice/bill tab, you can do

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