Overview Scorecards
Total Bills
0
Pending Confirmation
0
Awaiting Bill Prep
0
Invoice Generated
0
Payment Followup
0
Payment Completed
0
Add New Billing Entry
Billing Process Responsibilities
| Task / Stage (What) | Doer Name | |
|---|---|---|
| Detail Provide | Sales Coordinator | |
| Confirmation from Customer | Accounts | |
| Bill Preparation | Accounts | |
| Invoice Generation | Accounts | |
| Bill Receiving Followup | Accounts / CRM | |
| Payment Followup | Accounts / CRM | |
| Payment Receive | Accounts / CRM | |
| Due Followup | Accounts / CRM | |
| Payment Arrangement | Assigned Sale Person | |
| Payment Completion | Accounts / CRM |
Entry Details
How to Use the Billing FMS
Welcome to the Billing Follow-up Management System (FMS). This guide will help you understand how to add, view, and manage entries efficiently through each stage of the billing process.
1. Adding a New Entry
- Click the "Add Entry" button.
- Fill in all required fields in the form.
- The UID is auto-generated.
- Select at least one “Requirement”.
- If “GST Bill” is selected, provide a valid GST Number.
- Click “Add Entry” to save the new record.
2. Viewing and Managing Entries
- All entries are displayed in the main table.
- Use the search bar to locate specific entries.
- Click on table headers (e.g., UID, Timestamp) to sort the records.
- Click the 👁️ icon in a row to view detailed information.
3. Processing Entries Through Stages
- Open the Entry Details page.
- In the Process Timeline section:
- The current actionable step will show a “Take Action” button.
- Click “Take Action” and confirm to proceed to the next stage.
Special Case – Payment Receive
- You'll be prompted to confirm if the payment is:
- Complete → Skips to Payment Completion.
- Incomplete → Proceeds to Due Follow-up.
- The timeline displays up to the current actionable step only.
4. Other Actions in Entry Details
- 🛑 Mark as Closed-Lost: Click the “thumbs down” icon to finalize and close the entry.
- 🗑️ Delete Entry: Click the “trash can” icon to permanently delete the entry (confirmation required).
5. Task Responsibilities
- Click the “Responsibilities” button to view who is assigned to each task in the billing process.
6. Syncing Data
- Click the 🔄 Sync icon in the top header to refresh and load the latest data.
🔧 Note:
This guide is customized for the Billing Follow-up Management System (FMS) based on our internal workflow. If you face any issues or need help, please contact the MIS Executive for support and clarification.
All Recorded Entries
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