Section 03 · money lens · 5 articles

Money

Invoices, pricing, approvals, payments and credit — GST-correct by default.

01Approvals: held orders and new-buyer activationThe owner's decision queue — release credit-held orders and activate first-time buyers before their orders flow.OwnerManager02Invoices: generate, finalize, void, mark paidTurn a packed order into a GST invoice, lock it, record payment, void mistakes, and ring up walk-in counter sales — plus IRN e-invoicing.OwnerManagerAccountantOperatorDeliverySales03Payments and customer creditRecord what customers pay, allocate it across invoices, and manage each customer's credit limit, payment terms and outstanding balance.OwnerManagerAccountant04Pricing and quotes: price lists, discounts, quotationsSet customer-specific prices, volume slabs and discount rules, and send quotations that convert straight into orders.OwnerManagerSalesOperatorAccountant05Returns and credit notesProcess customer returns through approval and goods-receipt, auto-issue a credit note, and restock good stock — plus purchase returns to suppliers.OwnerManagerWarehouseOperator