Accounts Receivable | Financial Management
Quotes & Sales Orders
Quotes with line-level discounts and tax. Approval workflows by amount and discount %. Version history per quote. One-click conversion to sales order. Credit limit checked at SO. Tax engine applies CGST, SGST or IGST per place of supply at this step, not later.
What it does
Inside Quotes & Sales Orders.
Connect one entity, free. Send a quote, watch the approval fire, convert to SO, check credit, raise the invoice. The full cycle on your data, in 10 minutes.
01
Quote with version history
02
Approval routing
03
SO conversion
04
Place of supply engine
05
Credit limit check
06
Quote-to-invoice conversion
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. 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. Export Invoicing & SEZ LUT, FIRC, BRC, Form A1/A2 metadata; IGST refund tracking; multi-currency. Sales Tax on Invoices The taxability position and the sourced state applied per line when the invoice is raised, with the exemption certificate checked before an exempt sale goes out.
Run Quotes & Sales Orders against your books.
A working session on your structure and a month of your documents.