The same customer, the same account, from quote to invoice. See receivables, payables and upcoming payments in the same system as production.
The TCRK XERP Finance module manages customer and supplier accounts, sales, purchase, return and proforma invoices, dispatch notes and collections; its finance dashboards show receivables and payables alongside production data.
Customer and supplier statements, balances.
Sales, purchase, return, proforma, dispatch note.
Per-invoice payments and partial payments.
Pending collections, unpaid purchases, upcoming payments.
Customer and supplier cards are kept together with their account movements and balance. Invoices are tracked with draft, approved, sent, paid, partially paid and cancelled statuses.
Finance widgets on the customizable dashboard show invoiced and non-invoiced movements, grand totals, pending collections, unpaid purchases and upcoming payments.
Customer card, account statement and balance.
Supplier card and account.
All invoice types, statuses and payments.
Summary view with finance widgets.
Approved orders, shipped projects and purchased materials become account movements and invoices in finance; the account check stage in sales uses the balance kept here.
Follow the journey of a sample 4×6 pergolaSales invoices, purchase invoices, sales returns, purchase returns, proforma invoices and dispatch notes are supported.
Yes. Multiple payments can be added to an invoice; the invoice status is updated to partially paid or paid.
In a 30-minute online demo we'll show XERP 3D and TCRK XERP working as One Chain — with your own product family.
