Section 03 · money lens · 8 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.OwnerManager 02Rep collection claimsRecord what a field rep says they collected, then confirm or reject the claim in the owner collections queue before it affects money.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 what customers pay, allocate it across invoices, and manage each customer's credit limit, payment terms and outstanding balance.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