Sales App

Customers

The Customers section is your centralized contact database. Every quote, invoice, and order references a customer record, so keeping this data accurate is essential.

• Add customers manually or import them from a CSV file.
• Store multiple addresses, phone numbers, and email contacts per customer.
• View a full transaction history including quotes, invoices, payments, and credit notes.
• Assign customers to territories for regional reporting and commission calculations.
• Set default payment terms and tax rates per customer to speed up document creation.

Quotes

Quotes let you present itemised proposals to potential customers. Each quote includes line items, pricing, validity dates, and payment terms. Once accepted, a quote can be converted into an invoice or sales order with a single click.

Creating a Quote

Invoices

Invoices are the primary billing documents you send to customers. Create them from scratch or convert an accepted quote. The system tracks payment status, sends reminders for overdue invoices, and generates professional PDF documents with your company branding.

Creating an Invoice

Estimates

Estimates are preliminary cost breakdowns you share with prospects before committing to a formal quote. They are ideal for exploratory conversations where pricing may change. Once the scope is confirmed, you can convert an estimate into a quote or invoice directly.

• Add multiple line items with descriptions, quantities, and unit prices.
• Include optional notes or assumptions that clarify scope.
• Convert to a quote or invoice when the customer is ready to proceed.

Proforma Invoices

Proforma invoices request advance payment before goods or services are delivered. They are commonly used for international trade, large orders, or new customers. A proforma invoice is not recorded as revenue until it is converted into a final invoice.

• Create a proforma with the same line-item builder used for standard invoices.
• Send it to the customer for review and advance payment.
• Once payment is received, convert it to a final invoice to recognize the revenue.

Sales Orders

Sales orders represent confirmed customer orders that are awaiting fulfilment. They sit between a quote (proposal) and an invoice (billing), giving your warehouse or operations team a clear record of what needs to be prepared and shipped.

• Create a sales order manually or convert an accepted quote.
• Track fulfilment status: pending, partially fulfilled, or fully fulfilled.
• Generate delivery notes and invoices directly from the sales order.

Delivery Notes

Delivery notes accompany goods dispatched to a customer. They serve as proof of dispatch and help the customer verify the items received. Delivery notes can be generated from a sales order or created independently.

• List items, quantities, and descriptions matching the sales order.
• Record the dispatch date, carrier, and tracking information.
• Print or email the delivery note as a PDF document.

Recurring Invoices

Recurring invoices automate repetitive billing. Set up a template once, define the schedule, and the system generates and optionally sends invoices on each billing cycle. This is ideal for subscriptions, retainers, and ongoing service contracts.

Setting up Recurring Invoices

Receipts

Receipts confirm that a payment has been received. When a customer pays an invoice, you can generate a receipt as proof of payment. Receipts can also be created independently for cash or walk-in transactions.

• Generate receipts from paid invoices or create them standalone.
• Record the payment method: bank transfer, cash, mobile money, card, or cheque.
• Email or print the receipt as a branded PDF document.

Credit Notes

Credit notes reverse all or part of an invoice. Use them for customer returns, overpayments, pricing errors, or service adjustments. The credit note reduces the customer's outstanding balance and updates your revenue reports accordingly.

• Create a credit note linked to a specific invoice for full traceability.
• Specify the line items and amounts being credited.
• The customer balance and financial reports update automatically.

Territories

Territories let you define geographic sales regions or zones and assign sales representatives to each. This enables territory-based reporting, lead routing, and commission calculations.

• Create territories by region, city, country, or custom zone.
• Assign one or more sales reps to each territory.
• View territory-level revenue, pipeline, and performance metrics.
• Customers are automatically associated with a territory based on their address.

Commissions

The Commissions module lets you define commission structures and automatically calculate earnings for your sales team based on closed deals.

• Set commission rates as a fixed amount or percentage of invoice value.
• Define tiered commission structures that increase with higher sales volumes.
• Commissions are calculated automatically when invoices are marked as paid.
• View commission reports per rep, per territory, or per time period.

Sales Targets

Sales Targets help you set and track revenue or unit goals for individual reps, teams, or territories over a defined period.

• Set targets by revenue amount, number of deals, or units sold.
• Assign targets to individual reps, teams, or territories.
• Define target periods: monthly, quarterly, or annually.
• Track progress in real time with visual progress bars on the dashboard.
• Compare actual vs. target performance across your sales organisation.