From lead to payment. Follow the whole process.
A customer's interest becomes a quote, a contract and work to deliver. That work then needs to be billed, an invoice prepared, accounting handled and a payment allocated. Vector ERP supports these stages and the transfer of information between teams.
Choose a stage and follow one case. At the payment stage, drag the payment onto the invoice. Demonstration data.
Interest comes with context.
Record the customer's interest, contact people and next actions.
Explore the related areaExample Company A · demo data
- Customer
- Example Company A
- Case
- Technical services — September
- Next step
- Agree the service scope
Two connected workflows.
Documents and accounting. Invoice preparation, verification and accounting each have their own steps and states.
Statements and balances. A bank transaction is checked and allocated to a receivable. If there is no clear match, it is sent for clarification.
Posting a document does not create a payment. Importing a statement does not make a bank transfer. The order of these workflows depends on the agreed process.
Your process may have different stages.
Work acceptance, approvals and different settlement periods change the workflow. Let’s compare this example with your business.
Describe your process