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Quotations and invoices
Prepare a quotation and use it in an invoice, or create a direct invoice with the customer, payment method and items.
DRB ERP
Invoices & Sales
Manage the sales cycle from quotation to invoice and collection, with customer accounts and e-invoicing in one place.
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Electronic invoicing
Issue tax and simplified invoices with QR codes, with Phase 2 Fatoora integration and synchronization when activated for the company.
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Credit and debit notes
Handle returns or sales value adjustments through notes linked to the original invoice and reflected in customer movements.
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Collections and customer accounts
Record receipts, track collected and outstanding amounts, and review statements and debt aging with payments taken into account.
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Invoice details and retention
Set the project, cost center and references, and apply performance retention as a percentage or amount after tax calculation.
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Sales reports
Analyze sales by customer, item or project and review invoices and notes for a selected period, with printing, PDF and Excel.
Workflow
1
Prepare the sale
Select the customer and any quotation, then review the lines.
2
Issue the invoice
Review prices, tax and payment method, then issue the invoice.
3
Collect and follow up
Track payments, notes and customer balances through reports.