Finance360: orders, invoices and payments

The chain from sale to cash: orders, invoices, payment records and overdue invoice tracking.

Tabs

Finance360: Home, Orders, Invoices, Payments.

Orders

• Create an order from a won opportunity or manually; the order number is generated automatically.
• Line items are picked from the product catalog; totals are calculated automatically.
• Orders link to the account and appear in its related list.

Invoices

• Invoice number, issue and due dates, amount and status: Draft → Issued → Paid / Overdue.
• Past-due invoices are flagged and collected in the overdue invoices table on the home page.
• Send reminder e-mails from the invoice record (✉️ card) and keep the correspondence on the record.

Payments

• Every payment is a record: amount, date, method and the linked invoice.
• Partial payments are supported; the invoice's remaining balance is visible.

Finance home page

KPI cards (issued, collected, overdue totals), invoice status distribution and monthly charts, plus the overdue table. With the report engine you can build revenue, collection and aging reports.