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profitaa
56 Docs
Proforma Transactions
Last Updated: January 10, 2026Proforma are estimates given to intending customers. It is not yet qualified as a Transaction, but an intent document. During finalization of Transactions, when it is saved as a Proforma, it ends there. No ledger entries are recorded and no actual sale also. When the customer return for actual purchase, you only need to click...
Transactions Wallets History
Last Updated: January 10, 2026Just like the individual Customer wallet, this Wallets History displays all wallet transactions (credits & debits) on all Customers accounts. Details such as Customer, payment method, debit and credit entries, all displays on the page. A click on the TransID shows the Wallet transaction document and details.
Adjustments (Refunds, Debit Notes, Discounts)
Last Updated: January 10, 2026Refunds are referred to as Adjustments on Profitaa. When an adjustment is effected on a Transaction, its resolutions is either “refund note“, “debit note” or “discount“. Refund Note: Adjustments resolution with Refund note are processed for cash payment, from the Account module. The amount is sent as a Bill to the Account module for approval and payment....
Making a Product Sales – Inventory Transactions
Last Updated: January 10, 2026Just as described on the New Transaction page, selling your inventory product is as easy as switching to the “Product” tab on the New Transaction page. The product search offers a window to enter find your product – enter the first three letters of the product name and click the search icon, or scan with...
Customer Relationship Management
Last Updated: January 10, 2026Managing customers’ portfolio – biodata, contact details, transactions, receipts, purchases and others; is an integral part of Profitaa Business platform (not available on Personal Finance). Equipped with management modules such as Contacts, Account Officers, KYC (Know Your Customers). The CRM Dashboard reflects all activities around the module, such as: Customer registration rate per month...
Finding a Customer Account
Last Updated: January 10, 2026By default, recent customers accounts are listed on the page. However, you can search/find a customer using the search icon, then filter your search parameters by date/period of account creation, any text or part of the customer name or details. For example, if I am to search for a customer with account name...
Edit a Customer Account
Last Updated: January 10, 2026To edit a Customer account, simply click either the Account Name, or the Profile photo (at the dashboard or at the little round photo on the left). Either option, the Customer information window will appear. On the opened window, observed the highlighted part of the image below: 1. Edit Photo: Click on the Photo Icon to...
Create a Customer Account
Last Updated: January 10, 2026There are two ways to create a new Customer Account. The default is the “* NEW” button on the Customers page. While the other is from the Quick Mode on Transaction window page. The New Account window is displayed waiting to capture Customer’s details such as Account Name, Category, Status, Birth Date, Account Officer (select...
CRM Contacts
Last Updated: January 10, 2026Contacts on CRM is designed to manage record of external entities attached to a Customer. It is also extended to be attached to other records such as Employees, Vendors and Leads. Take for example, you have a Customer with the name “Emma John”. You can create two Contacts, one as “Personal Assistant”, and another as “Accountant”....
CRM Contact Groups
Last Updated: January 10, 2026Contact Groups is an aggregation lists of various types of Contacts on the system. It aggregates and group the contacts (automatically, without your control) according to their types. Contact Groups importance is best seen in Automations when you want to decide messages (SMS/Whatsapp/Email) that are sent from your Profitaa system and on what occasions. ...