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Half now and half next week is how most orders actually go out. An order here carries its own delivery status and its own invoice status, separately — so part-shipped and part-billed is a state the system has a word for, not a spreadsheet you keep on the side.
Where it goes
The moment a delivery goes out and an invoice is raised, the stock has moved, the revenue is booked, the VAT is a liability and the customer owes you. None of that is a second piece of work.
From a quotation or straight off the phone, against a customer on your list and their own price list.
A counter sale and a direct invoice take the same four paths. They differ in how the sale started, not in what it does.
What is in it
A quote with its own valid-till date, and a filter for finding the ones about to expire. When it turns into an order its status says so, and the order keeps the quotation number.
See how it worksThree statuses on one row — the order, the delivery and the invoice — because those three things finish at different times. Each line tracks ordered, delivered, billed and returned.
See how it worksStore pickup or a courier, with the delivery channel, its charge and the consignment ID on the record. An order can take as many deliveries as it needs.
See how it worksInvoice the whole order or the part that has gone. Every invoice — from an order, a direct sale or the shop counter — lands in one list with its total, paid and due.
See how it worksFor the sale that was never quoted or ordered: straight to an invoice, still posting stock and the ledger the same way.
See how it worksWhat each invoice has taken and what is still owed, by customer, by status and by date range — with the three running totals at the top responding to the filter.
See how it worksOne receipt settling several invoices at once, rather than a payment record per invoice for a customer who pays monthly.
See how it worksGoods back against the order they went out on, so the returned quantity sits in the order’s own column and the paperwork still reconciles.
See how it worksA credit memo the customer can spend on the next invoice. The customer view shows what has been issued, what has been applied and what is left.
See how it worksDay to day
Five steps, and you can start at any of them — a shop sale skips to the fourth, a wholesale order walks the lot.
With a valid-till date, so a price you gave in March is not still binding in August. The list can be filtered by that date alone.
The quotation’s status becomes Ordered and the order keeps its number, so the two are tied without anyone writing it down.
A delivery against the order — store pickup or a courier, with the channel and consignment ID kept. As many deliveries as it takes.
Invoice all of it or the part that has gone, then take payment — in instalments, or one receipt across several invoices.
How it holds
Both come from the same idea: agreeing to sell something, handing it over and charging for it are three events, and they rarely happen on the same day.
One row carries an order status, a delivery status and an invoice status side by side, and each line underneath tracks ordered, delivered, billed and returned. So "we shipped it but never billed it" is a filter, not a discovery. You can list every order that is Delivered and Not Invoiced in two clicks.
This order went out on two deliveries and was billed on two invoices — 148,562.50 and 48,687.50 — which come to the 197,250 the customer agreed to, and not a taka more. The order is only Completed once there is nothing left to deliver or invoice.
Sales from the shop counter and one-off direct invoices arrive in the same invoice list, on their own prefixes, so the day’s takings are one figure rather than three.
Why it matters
Almost every business we meet has the orders in one place, the deliveries in a driver’s head and the invoices in accounts. The money that goes missing is in the gaps between those three.
What comes out
The three figures across the top of the invoice list — total, paid, due — answer to whatever you have filtered to, which covers most of what people open a report for.
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And the revenue itself is not in this module at all — it is the Sales and Accounts Receivable lines on the profit and loss, moved by these same invoices. The sales figure and the accounts figure cannot disagree, because there is only one of them.
Getting started
How long it takes depends on how you work and what has to come across from wherever it lives now. That is what the second step is for — and nothing is committed before it.
30 days, no card, nothing to install. Put a real week of your own work through it rather than a demo of ours.
We go through how you actually work — the documents, who should see what, and what has to come across into sales.
Modules configured to that, roles set screen by screen, and your team taken through the parts they will each use.
Phone, email or online, from the team that built it. Nobody hands you to a reseller once the invoice is paid.
Questions
Yes, and invoice it in parts too — they are independent. Each line of the order tracks ordered, delivered, billed and returned quantities, and the order stays open until there is nothing left in any of them.
Filter the order list on delivery status Delivered and invoice status Not Invoiced. They are separate filters on the same screen precisely so that question has a one-step answer.
Every quotation carries a valid-till date, shown in its own column, with its own date-range filter so you can pull the ones about to run out. When a quote becomes an order its status changes to Ordered and the order carries the quotation number.
Yes — that is what batch payment is for. You can also take a single invoice in instalments; the invoice row shows its total, what has been paid and what is still due either way.
In the same invoice list, on their own prefixes — a counter sale as POS/INV, a direct sale against its own document number. The running totals across the top cover all of them, so the day’s sales are one figure.
A return goes against the order it left on, so the returned quantity appears in that order’s own column. Where you owe them money rather than goods, a customer debit — a credit memo — is issued and can be applied against their next invoice, with what is issued, applied and remaining tracked separately.
The rest of it
Start the trial and put a week of real work through it, or have us walk you through sales against the way you already do it.
