Section 03 · money lens · 8 articles

Money & invoices

Invoices, pricing, approvals, payments and credit — structured for GST calculation and compliance review.

01Approvals inbox: decide, unblock, and retry workWork open approval steps, recover blocked stages, retry failed applies, and publish the policy versions that govern each flow.OwnerManager 02Rep collection claimsRecord what a field rep says they collected, then resolve the claim in the owner collections queue before it changes the customer's ledger, receivables, outstanding dues or balance due (udhar).OwnerManagerAccountantField rep 03Field-rep ordersFollow an order a field rep filed for an assigned customer, from draft through rep confirmation, customer acknowledgement, or owner approval.OwnerManagerField rep 04Invoices: 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.OwnerManagerAccountantOperatorDeliverySales 05Payments and customer creditRecord customer collections, allocate them across invoices, and manage credit limits, payment terms and each customer's receivables ledger: outstanding dues and balance due (udhar).OwnerManagerAccountant 06Pricing and quotes: price lists, discounts, quotationsSet customer-specific prices, volume slabs and discount rules, and send quotations that convert straight into orders.OwnerManagerSalesOperatorAccountant 07Purchase bills: record supplier bills, confirm, voidRecord a supplier's bill against a supplier — line items, HSN, tax — as a draft, then confirm to book it against the supplier's payable, or void a mistake with a reason.OwnerManagerOperatorAccountant 08Returns and credit notesProcess customer returns through approval and goods-receipt, auto-issue a credit note, and understand the separate supplier-return workflow.OwnerManagerWarehouseOperator