CifraHQ's sales module takes a customer from first enquiry to final payment in a single connected workflow. Each document flows into the next: Quotes convert to orders, orders authorize deliveries, deliveries trigger Invoices, and Invoices collect payments. Nothing falls through the cracks.
Present a formal price proposal to a prospective customer. Quotes are non-binding, fully editable, and convert directly to a Sales Order with one click when the customer confirms — carrying all lines, prices, and terms across.
The confirmed agreement between you and your customer. Locking a Sales Order fixes prices and quantities, authorizes the warehouse to pick and ship, and makes invoicing available. Every downstream document traces back here.
Record goods shipped from your warehouse to a customer. Deliveries reduce stock on hand, mark Sales Order lines as fulfilled, and provide the documented basis for the customer invoice.
Bill your customer for goods delivered or services rendered. CifraHQ generates Invoices from the Sales Order or Delivery, applies tax automatically, and posts the receivable to the GL on approval.
Record payments received from Customers against outstanding Invoices. Payments are matched to Invoices, clear the receivable balance, and post directly to your bank account in the GL.
Issue a credit to a customer — for returned goods, billing corrections, or goodwill adjustments. Credit notes reduce the customer's outstanding balance and post reversing GL entries automatically.
Capture advance payments from Customers before goods ship or an invoice is raised. Pre-payments are held as customer deposits and applied when the corresponding invoice is created.
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