1. Sales Order to Sales Invoice Menu Path>> Sales Module > Sales Order List > Select a Sales Order >Menu > Process > Invoice 2....
Processor Setup Menu Path: Finance > CC/ACH Processor Master > Create New Processor > Enter Processor Code and Description > Select the Service Provider > Save ...
Menu Path: Sales > Sales Invoice > Sales invoicing Listing > Open the Sales Invoice > Menu > Payment > Refund Select the payment method >...
Define and Review Payment Methods
Review and Email relevant CRM and Sales MIS Report from BackOffice CRM MIS Reports Menu Path >> BackOffice > CRM > Reports > Report List...
Menu Path: Admin > Business Rules > Transactions > Pricing and Others Menu Path: Admin > Default Settings Menu Path: CRM > Pricing > Pricing Rule