How to view single customer’s account summary details and export it in ERPCA?


Customer module has a directory list as well as advanced view of customer details. Selecting a particular profile will reflect all kinds of details in the right hand side along with account summary. The summary will provide all details like amount billed,outstanding,tds deducted. It will display a ledger reflecting all the bills created and amount received along with payment mode.

In this video you can view individual customer’s Account Summary details and that can be exported in excel.

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Customer module provides the option to generate the list of customer filtered by department, constitution, group, branch etc.

The recurring services tagged with the client can be allocated to a resource which will be assigned to him after the task gets initiated every time.

ERPCA works seamlessly with several software and can easily integrate with applications like Tally, Dropbox, OneDrive, RazorPay, Google Drive and PayPal.