BUSINESS AREAS / SALES & RECEIVABLES

Know what was sold. Know what is still due.

Follow the customer journey from an agreed sale to invoice, receipt and outstanding balance.

How the work connects

01
Agree the sale
Maintain customer and item details; explore quotations and sales orders where they fit your process.
02
Record delivery and billing
Follow delivery and invoice records with their dates, item lines and related documents.
03
Collect and reconcile
Apply receipts to invoices and review outstanding balances and receivables ageing.

INSIDE THE CURRENT TA APPLICATION

Receipts & Collections

EXPLORE IN YOUR DEMONSTRATION

Records with a purpose.

Quotation and Sales Order
Delivery Note and Sales Invoice
Payment Entry and Payment Reconciliation
Accounts Receivable and customer ledger

Availability depends on roles, installed modules and configuration. Demonstrate your required exceptions as well as the routine case.

A PRACTICAL BUSINESS SCENARIO

What this means in practice.

An invoice for PKR 184,750 followed by a receipt of PKR 112,300 leaves PKR 72,450 outstanding. Matching an existing receipt is different from receiving another payment.

Illustrative explanation; not a live transaction or customer case study.

Make the demo about your work.

Bring an example invoice, a part payment and any customer advances or returns you need to handle.

Discuss sales & receivables

RELATED WORKFLOWS

Continue the story.

Customers & CRM

Explore prospect records, opportunities and customer information alongside the sales process.

Inventory & Warehouses

Connect quantities and locations with purchasing, sales and the records behind each movement.

Financial Accounting

Bring journals, ledgers and financial statements into one accounting workflow.