Sales
Sales follows the order through: quote it, confirm it, deliver it, invoice it, and collect. Each step carries the previous one's lines forward, so a quotation becomes a sales order and then an invoice without anyone re-typing a price. Customers and Products hold the terms and availability behind those documents, Proforma Invoice covers the cases where a customer needs figures up front, and Credit Notes correct an invoice without erasing the original. Confirmed orders reserve stock and raised invoices create the receivable in Finance.
Powerful modules, built for teams
Each module is designed to be composable: pick what you need, scale as you grow, and integrate with your existing workflows. Below you'll find an expanded view of every module, quick stats, integrations, and a short FAQ to help your evaluation.
(1) Customers
The people and companies you sell to — contacts, credit terms, order history, and what they still owe.
Customer Directory
Contact & Billing Details
Credit Limit & Terms
Order History
Outstanding Balance
Documents
Add a customer with their billing details and credit terms — orders and invoices attach to them from then on.
(2) Products
What you sell, with pricing, tax, and live stock availability drawn from the warehouse.
Product Catalog
Categories
Pricing & Tax
Unit of Measure
Stock Availability
Search & Filters
Add products with their price and tax rate, and availability shows against each one as you build a quotation.
(3) Sales Quotation
The price you offer a customer, with discounts, tax, and a validity date, ready to convert once accepted.
Create a Quotation
Customer & Line Items
Discounts & Taxes
Validity Period
Approval
PDF Export & Print
Convert to Sales Order
Create a quotation, add line items and discounts, set its validity, and send the PDF to your customer.
(4) Sales Order
The confirmed order, carried over from the quotation, with the delivery dates you've promised.
Confirm an Order
Link to Quotation
Delivery Schedule
Partial Fulfillment
Order Status
PDF Export & Print
Convert an accepted quotation into a sales order and set the delivery dates you're committing to.
(5) Sales Invoice
The bill you send the customer — business or consumer — with taxes, due date, and payment status.
Raise an Invoice
Link to Sales Order
Taxes & Discounts
B2C Invoices
Due Dates
Payment Status
PDF Export & Print
Raise an invoice from the sales order, check the tax and due date, and send the PDF to your customer.
(6) Proforma Invoice
A preliminary invoice for customers who need the figures and terms before the sale is final.
Issue a Proforma
Customer & Terms
Currency & Tax
Validity Period
Convert to Sales Invoice
PDF Export & Print
Issue a proforma with the terms and currency, then convert it to a sales invoice once the order is confirmed.
(7) Receipt
Money in — full or part payment recorded against the invoice it settles.
Record a Receipt
Payment Mode
Link to Invoice
Partial Payments
Outstanding Balance
Receipt History
Record a receipt against an open invoice — the customer's outstanding balance updates immediately.
(8) Delivery
Proof that goods reached the customer, signed off against the sales order or invoice.
Record a Delivery
Link to Sales Order or Invoice
Quantity Verification
Recipient Acknowledgement
Delivery Status
PDF Export & Print
Record the delivery against the sales order, confirm the quantities, and capture who received it.
(9) Credit Notes
Reductions on a customer invoice — returned goods, a billing error, or an agreed discount after the fact.
Raise a Credit Note
Link to Invoice
Reason for Credit
Amount & Tax Adjustment
Refund Tracking
PDF Export & Print
Raise a credit note against the invoice, give the reason, and the customer's balance adjusts.
Integrations & exports
Our system seamlessly integrates with a wide range of third-party applications, enabling smooth data exchange across platforms. Whether it’s syncing with accounting software, CRMs, or analytics tools, integrations help streamline workflows and improve productivity.
Google Work Space
Google Drive
One Drive
Frequently asked
Can a quotation become an order without re-entering it?
Yes. Converting an accepted quotation carries the customer, line items, discounts, and taxes straight into the sales order.
Can we see stock availability while quoting?
Yes. Availability from Stock Management shows against each product as you build the quotation, so you don't promise what isn't there.
Do you support B2C invoices?
Yes. Sales Invoice handles both business and consumer invoices, with the right tax treatment on each.
How do we track outstanding payments?
Record receipts against invoices, including partial payments. Each customer record shows their current outstanding balance.
What's the difference between a proforma and an invoice?
A proforma gives the customer the figures and terms before the sale is final. Once confirmed, convert it into a sales invoice.
Does Sales connect to Finance?
Yes. A raised invoice creates the receivable in Finance, and recorded receipts settle it — no duplicate entry.