Sales

Sales and invoicing

Run the sales process from quotation to collection, with invoicing that flows from orders and receivables that stay current as payments arrive.
A customer paying at a shop counter on a tablet point-of-sale terminal

What the sales module covers

Everything you need to manage sales, invoicing, and customers.

Invoicing

Invoices with custom templates, recurring billing, and multi-currency support.

Credit notes

Handle returns and refunds with automatic credit note generation.

Quotations

Create quotes, track conversion, and turn them into sales orders.

Customer management

Customer database with purchase history and credit limits.

Payment processing

Accept online payments with gateways and auto-reconciliation.

AR aging reports

Track receivables, aging analysis, and payment reminders.

Get paid sooner

Invoices come straight off orders, reminders go out on schedule, and aging reflects the day's payments.

  • Invoices generate from sales orders without re-keying
  • Receivables and aging update as payments land
  • Customer self-service portal for invoices and payments
  • Payment reminders and dunning run on schedule
  • Revenue recognition and deferred revenue handled
  • Sales analytics and forecasting from your own orders

AR aging summary

Current (0-30 days)$45,230
31-60 days$12,450
61-90 days$5,670
Over 90 days$2,340
Total outstanding$65,690

Connected to the rest of the system

Sales links to accounting, inventory, and CRM for order-to-cash in one flow.

AccountingInventoryCRMPaymentsReportingAnalytics

Close the gap between order and cash

See how order-to-invoice and AR tracking work for your team.

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