Accounts Receivable | Financial Management
Customer Invoicing
Invoices raised from the order, contract or delivery that earned them.
What it does
Inside Customer Invoicing.
The invoice matches what was sold and delivered, because it was built from that record.
01
Invoice from order, delivery, contract, milestone or usage
02
Tax determination and statutory format by entity and destination
03
Consolidated, scheduled and self-billed invoicing
04
Delivery, view and acknowledgement tracking per invoice
Where it sits
Part of Accounts Receivable.
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. Customer 360 Quotes, SOs, invoices, receipts, credit limits, contacts and documents on one customer record. 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 Invoicing against your books.
A working session on your structure and a month of your documents.