Accounts Receivable | Financial Management
Customer 360
Quotes, sales orders, invoices, receipts, credit notes, payment history, credit limit, contacts and documents on the same customer record. The same record sales, AR and the CFO post against, with no second master to reconcile.
What it does
Inside Customer 360.
Upload your customer master. The unified record, with KYC posture, open invoices, payment history and credit utilisation, surfaces in 10 minutes.
01
Unified customer record
02
Live KYC posture
03
Credit limit + utilisation
04
Document repository
05
Multi-entity rollup
06
Role-aware screen
Where it sits
Part of Accounts Receivable.
Customer Invoicing Invoices raised from the order, contract or delivery that earned them. Credit Management Limits, exposure and terms evaluated before the commitment. Collections A worked queue ranked by cash at risk, with contact history attached. Disputes and Deductions Contested invoices become cases with owners and deadlines. Cash Application Receipts matched to invoices on the day they arrive. Customer Statements Statements and portal access that reduce the reason to call. Credit and Debit Notes Corrections raised as documents, applied to the invoice they correct. Sales Agreements What a customer committed to, and how much of it they have actually drawn. Customer Rebates Rebates accrued as the customer buys, not discovered at settlement. Quotes & Sales Orders Approval workflows, version history, line-level discounts, one-click conversion to invoice. Recurring Invoices Subscription-friendly recurring billing. Auto-IRN, auto-WhatsApp send, follow-ups if unpaid. Credit Note Management Sales returns, post-supply discounts, ITC reversal-aware credit notes with IRN. Branch / Region Aging Aging buckets sliced by branch, region, sales rep, business unit. UPI / Payment Links Razorpay, Cashfree, PayU, ICICI integrated. UPI / card / netbanking link on every invoice. Export Invoicing & SEZ LUT, FIRC, BRC, Form A1/A2 metadata; IGST refund tracking; multi-currency.
Run Customer 360 against your books.
A working session on your structure and a month of your documents.