Order
Reserves stock.
Customer path from enquiry to payment
The order is confirmed, goods leave, the invoice prepares itself
The path from order to invoice is done by hand in many companies and breeds errors. In the system a confirmed order reserves stock, a pick list is produced, the delivery note is prepared, after delivery the invoice is created with a QR code and due-date tracking starts.
- English and community languages
- Stripe and USD
- Roles and audit log
Order and delivery
A confirmed order reserves stock; if stock is short a part delivery or purchase is suggested. The warehouse receives the pick list, the delivery note is printed and when delivery is confirmed stock is reduced.
Reservation rules and priority order are set together with the company.
Invoice and collection
After delivery the invoice is issued in one click: items, prices and sales tax come from the order, QR code and reference are added. When the bank movement arrives it is matched; if overdue the reminder process starts.
The company and its specialist check invoice content and sales tax.
Your benefits
How we work
- 1
Clarify the need
By e-mail we discuss your processes, roles, existing systems and how data is moved, and set the scope in writing.
- 2
Build and connect
We build the solution around your workflow and connect it to e-mail, calendar, documents and payment.
- 3
Test and launch
We test every flow with realistic cases, train your team and go live only when it is right.
US-specific points
In USA invoices are issued in QR format in USD or EUR, with payment terms usually 30 days. The system prepares the Stripe and reference automatically; for current rules on format and tax, a specialist should be consulted.
Frequently asked questions
Is the invoice issued after delivery?
Yes, or at order; it is set according to the company’s preference.
How does invoicing work for part deliveries?
A separate or a collective invoice can be issued for each delivery.
Related topics
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Learn morePayments and dunning
Trade software: payment matching, open items, due dates and reminder e-mails. For USA. Quote by e-mail.
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