Customer
Keep terms, contacts, tax details, and the full account history together.
Order to cash
From yes to paid. Nothing falls between.
Quote, invoice, collect, and recognize revenue on the same ledger.
Order to cash, from quote through recognized revenue
The flow01 02 03 04 05 06
Six steps. One record.
Quote
Price the work, route approval, and turn an accepted quote into an invoice.
Invoice
Bill once or on a schedule. Send from the customer record.
Get paid
Accept payment in the portal and apply it to the right invoices.
Collect
Work the overdue queue with the promise and conversation in view.
Recognize
Build schedules from the contract and post revenue to the ledger.
Customers, terms and standing
Customer portal
Give customers one clean account.
Quotes, invoices, payments, and conversations stay in one place.
Accept quotesCustomers review and accept without an email chain.
See every open invoiceDue dates, credits, payment history, and documents are clear.
Pay the balance onceOne checkout can cover every open invoice.
Control the cash
Know what is moving.
The customer record, receivable, payment, and revenue schedule agree because they share the same ledger.
Approval before send
Route discounts, terms, and invoices above your thresholds.
Match first
Apply payments automatically when the evidence is clear. Review the rest.
One working queue
Prioritize overdue balances by amount, age, and promised date.
Schedules with proof
See the source contract, changes, postings, and remaining balance.
Order to cash