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.
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.
