Create quotations, raise invoices, record customer payments, and handle returns and credit notes.
Prepare a customer proposal in CRM before creating a financial sales document.
Convert an accepted quote into a sales order to confirm commitment and begin fulfilment.
Bill a customer and post to accounts receivable in the general ledger.
Match an incoming payment to one or more invoices and update your bank balance.
Issue a credit note to reverse a sale or accept returned goods.
Migrate each customer's remaining invoice debt without recording new sales or inventing old payments.
Review sales across document types and use the sale receipt process for cash or card sales.
Use configured PayPlus payment actions and review payment results before treating an invoice as paid.
