From quotation to cash, without re-keying.
Quotations become orders, orders become invoices, and receipts settle them, with credit notes, customer statements and receivables aging that always agree with the ledger.
- Quote-to-invoice conversion
- Recurring invoices
- Receivables aging and dunning
What invoicing covers.
Customer management
Customer records with their documents, balances and history.
Sales quotations
Quotations with lines, converted to a sales order when accepted.
Sales orders
Orders that hold the commitment until the work is delivered.
Quote-to-invoice and order-to-invoice
Convert the document you already have instead of retyping it.
Sales invoices
Invoices with lines and tax from your tax codes, posted to receivables.
Credit notes
Returns, corrections and adjustments with their own lines.
Receipt recording
Customer payments applied to invoices, including part payments.
Recurring invoices
Retainer-style invoices generated on the schedule you define.
Customer statements
A statement of account for each customer.
Receivables aging and dunning
Overdue balances by age, with dunning rules for follow-up.
Revenue recognition
Revenue recognised in the periods it belongs to.
E-invoice status log
The submission state of documents that need e-invoicing.
How it flows.
Quotation
Priced and sent
Sales order
Commitment held
Sales invoice
Posted to receivables
Receipt
Payment applied
Ledger
Aging and statements agree
Invoicing & Receivables questions.
Something else? Ask us or call +1 917 764 9587.
Can I email invoices to customers?
Invoice documents can be shared with the customer through a tokenised view of the invoice, and outbound email is configured with your own SMTP settings so messages come from your organisation.
How do part payments work?
Customer payments are applied to invoices, so a partly paid invoice stays open for the remaining balance and the aging report reflects what is actually outstanding.
Does invoicing handle tax and e-invoicing status?
Invoices take tax from the tax codes configured in the application, and an e-invoice status log keeps the submission state of documents that need it.
Related modules.
See it against your own books.
Tell us how your books are kept today and who needs access, or call +1 917 764 9587.