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Sales and invoicing

Billing and invoicing software, from quote to paid.

A quote becomes an order, the order becomes an invoice, and the payment closes it. Each step starts from the one before, so nothing is typed twice and you always know who owes what.

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  • Quotes
  • Sales orders
  • Price lists and discounts
  • Payments and credit notes

Does selling look like this?

be honest

  • The order is typed three times.

    Once in the quote, again in the order book and once more on the invoice. Each copy is a chance to get it wrong.

  • Nobody is sure of the price.

    Which customer gets which rate, and which discount was agreed, lives in someone’s head or an old email.

  • “Has he paid yet?”

    Someone checks the bank, then the invoice file, then calls the customer. Every month, for every customer.

One order, followed all the way.

Ten chairs for a regular customer, followed from the first quote to the last payment.

Quote: 10 chairs at 5,000
50,000
Discount from their price list, 5%applied by itself
−2,500
Sales order, confirmedmade from the quote
47,500
Invoice for the 10 chairs deliveredmade from the order
47,500
Advance paid with the order
−10,000
Paid against the invoice
−37,500
Still owed by the customer
0

One document, four times over. Nobody retyped a line, and the balance was right at every step.

An illustration, before tax. Your country’s pack adds GST or VAT to each line of the invoice.

Write it down once. Everything else follows.

Before. A normal Tuesday.

  • 9:40wrote the order in the book
  • 10:15typed it again into the invoice sheet
  • 11:30called the warehouse: "do we have it?"
  • 2:00updated forgot the stock register
  • 4:45accountant wants the bills. again.
  • 7:30still matching the bank to the notebook

With PrimoERP. The same Tuesday.

9:40 · written once
Your salesperson makes an invoice.
by itself
stock goes down
by itself
the books update
on your phone
today's numbers from anywhere

The rest of the evening is yours.

Everything a sale needs, in order.

Quotes in a minute
Pick the customer and the items, and the prices fill in. Revise a quote, send it again, and see which ones are still open.
Quote to order in one step
An accepted quote becomes a sales order with every line carried across. Nothing is typed twice.
Promise only what you have
The order shows what is in stock in each warehouse, and holds it for the customer once it is confirmed.
The right price, every time
Price lists by customer, quantity breaks and schemes. A discount above the limit you set waits for a manager first.
Invoices from the order
Invoice the whole order or only what was delivered. Tax invoices are numbered in one unbroken series, with tax worked out on each line.
Who owes what, and for how long
Receipts, advances and credit notes are recorded against each invoice, so every customer’s balance and its age are always current.

Works with the rest of PrimoERP.

Sales questions people ask us.

1.

Is PrimoERP billing and invoicing software?

Yes, and more. Quotes, sales orders, invoices and payments are one flow in PrimoERP, and the same invoice updates your stock and your books. You don’t need a separate billing tool.

— the PrimoERP team

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