Accounts Receivable | Financial Management
Tax Invoice Generation
The invoice builds from the sales order rather than being typed again, and whether each line is standard-rated, zero-rated or exempt is decided from what was sold and who it went to. It goes out over InvoiceNow where your customer is on the network, and as a PDF where they are not. Both paths produce the same record in your books.
What it does
Inside Tax Invoice Generation.
Connect one entity, free. Build an invoice from an existing sales order and watch the rating decided at the line, the required fields checked, and the delivery take whichever path that customer is on.
01
Invoice from order
02
Rating at the line
03
Required fields check
04
InvoiceNow delivery
05
PDF fallback
06
Multi-currency
07
Recurring and scheduled
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. Export Invoicing & SEZ LUT, FIRC, BRC, Form A1/A2 metadata; IGST refund tracking; multi-currency. PayNow / Payment Links A PayNow QR and a card link on every invoice, each carrying the invoice reference, so the receipt allocates itself instead of arriving as an unidentified credit.
Run Tax Invoice Generation against your books.
A working session on your structure and a month of your documents.