Can we start with one area?

We can plan a phased implementation. The initial scope should cover a selected process and the data it needs. Dependencies on other areas are established during analysis.

Can you create a module just for our process?

Yes. We can design a custom module. First, we establish its tasks, data, links to the system and how its behaviour will be verified. We then define the scope of delivery and maintenance.

SYSTEM AREA

Connect contract terms with completed work and billing.

The contract sets the rules of cooperation, and delivery data shows what needs to be billed. Vector ERP takes the case from quote to payment and suggests the next step at every stage.

SEE HOW IT WORKS

Vector ERPBilling process cockpitMockup · sample data

Cases in progress: 8
In billing: 5
Awaiting payment: 2
Closed: 0

Cases from quote to payment
Case	Stage	Next step
	Quote won
	Billing period
	Invoice
	Payment
	Contract
	Invoice
	Payment
	Billing period

Klinika Novamed — Operating theatre air-conditioning service

Quote won
Contract
3Billing period
4Invoice
5Payment
6Closed

Quote OF/2026/022 · value 96,000 PLN
Contract K/2026/009 · hourly billing
Period 10/2026 · 126 h from timesheets

One item in the period has no rate — approval is on hold.

Choose a case and take the next step. The stage and tiles change after each action.

One view from quote to payment

Every case has a stage and a next step: creating the contract, billing periods, approving a period, the invoice and following the payment. You can see where the process stands.

Agreements and annexes

A contract links the client, the project, the term and the rates. Annexes have their own status, and agreements expiring within 30 days are flagged in advance.

Completed work as the basis

Timesheets feed the contract's billing period. A missing rate shows up before the period is approved, not on the invoice.

Contract and period
Completed work data
Rates that apply to the billing

From period to invoice

An approved period is the source of the invoice. For hourly and mixed billing the system prepares it automatically; handling the document is a separate stage.

Explore this area

When your model is different

Milestone billing, fixed fees and acceptance-based billing are examples of topics for analysis and possible extension. Billing clients and paying people are separate processes.

Explore this area

Questions about this area

Explore further

From lead to payment Tailoring Implementation

LET’S TALK ABOUT YOUR BUSINESS

Which process would you like to improve first?

Tell us how you move from agreements to delivery and settlement today. Together, we will find a useful starting point.

Describe your process