Every order, wherever it came from
Counter, invoice, phone or online: one list, one payment status, and a chase list that keeps itself up to date.
Walk-in
SO-4820 · Counter
Harbour Hotel Group
INV-1042 · Invoice
Cask & Co
SO-4818 · Phone
Online storefront
SO-4817 · Online
Needs chasing
3 invoices past their terms
Oldest is 14 days over · on account
One order, five states. Nobody keys it in twice.
- 01
Taken
At the counter, over the phone, from the storefront or raised by hand: all four land in the same list.
- 02
Committed
The stock is spoken for the moment the order exists, so nobody sells the same case twice.
- 03
Fulfilled
Goods leave the location they were held at, and the on-hand figure moves with them.
- 04
Invoiced
Terms, tax and totals from the order itself, with no re-keying and no second document to reconcile.
- 05
Settled
Payment recorded in full or in part, with the balance following the customer rather than the invoice.
Four ways in
However it arrived, it lands in the same list
The channel changes who took the order. It does not change the stock figure, the tax, or the row it ends up on.
| Channel | How it arrives | What it writes |
|---|---|---|
| Point of sale | Rung up at a register, paid there and then | Stock off the shelf, cash to the shift |
| Invoice | Raised against an account on agreed terms | Receivable, with a due date and a balance |
| Phone | Keyed in by whoever picked up | Reserved stock, held until it ships |
| Online | Placed on a connected storefront | The same stock figure every till reads |
Harbour Hotel Group
Net 30 · issued 12 Mar · due 11 Apr
Paid
₦400,000
Balance
₦490,745
Chasing money, without the spreadsheet
An invoice carries the terms it was raised on, so nothing is overdue a day early or a fortnight late. What is outstanding sits on the dashboard as a number you can click.
- Invoices raised straight from the order
- Deposits and part payments against a balance
- Overdue flagged on terms, not on a guess
- Customer accounts with credit limits and history
- Every line taxed for the country you trade in
- Receipts and invoices as PDF, printed or emailed
Paid
Settled in full, with the method recorded
Partial
Deposit or instalment against a balance
Pending
Inside its terms, not chased yet
Overdue
Past its date, counted on the dashboard
- Channels
- Counter, invoice, phone and online
- Payment
- Full, partial or on account
- Documents
- PDF receipts and invoices, on demand