Sales & Invoicing
Run the whole quote-to-cash thread — quotations, orders, invoices, deliveries — without re-entering a thing.
Overview
Sales & Invoicing runs the entire quote-to-cash thread — quotations, orders, invoices, deliveries and credit notes — without re-keying a thing. Customers are shared with CRM, fulfilment draws from Inventory, and every invoice posts to Accounting, so revenue and receivables are always current and multi-currency by default.
Capabilities
Built to do the real work.
Quote-to-cash in one thread
Turn a quotation into an order, invoice and delivery in a click — the data carries through untouched.
AR ageing & balances
Live receivables ageing and customer balances, so you always know who owes what and for how long.
Multi-currency documents
Issue documents in PKR, AED, USD, GBP or CAD with rates applied consistently across the ledger.
Credit notes & returns
Handle returns and adjustments cleanly, with stock and accounts kept in step automatically.
What you can do
What Sales & Invoicing does
- Customers & quotations
- Sales orders & invoices
- Deliveries & credit notes
- AR ageing
- Customer balances
- Multi-currency documents
Invoices post to Accounting; fulfilment draws from Inventory; customers sync with CRM.
Ask an AI advisor which customers are slipping — it answers from your live AR ageing and cites the records.
How it works
From event to outcome, automatically.
Quote
Build a quotation from your live item master and current pricing.
Order
Accepted quotes become sales orders and reserve stock in Inventory.
Invoice
Invoices post to Accounting and start the receivables clock.
Deliver
Deliveries draw down stock; credit notes reverse cleanly when needed.
Works well with
Related modules
Because they share one data model, these light up together.
Questions