Sales
Sales workflow center
Quote-to-cash modules: estimates, sales orders, delivery challans, invoices, payments, payment links, recurring invoices, and credit notes.
+ New Invoice
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Quotes / Estimates
Prepare and send sales proposals before confirmation.
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Live
Sales Orders
Track confirmed customer orders before invoicing.
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Live
Delivery Challans
Capture dispatch/delivery evidence for goods.
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Retainer Invoices
Request advance payment before final invoice.
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Invoices
Create customer tax invoices and record payments.
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Payments Received
Apply receipts against invoices.
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Payment Links
Create standalone online payment links and track status.
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Recurring Invoices
Automate repeated invoices on a schedule.
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Live
Credit Notes
Reverse or reduce customer balance.
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