Invoice context
Prepare documents with the correct company, customer, date and relevant outlet or stock location. Review quantities, prices, tax and discounts before posting.
ORDER TO COLLECTION
Sales & Customer Balances
See the sale and what remains to collect.
Distributors, trading companies and service businesses that need customer invoicing and collection visibility.
WHAT THIS MEANS FOR YOUR BUSINESS
See the sale and what remains to collect.
ZOVRO sales workflows connect invoice preparation, posting, customer settlement and returns. Teams can understand both what was sold and what remains outstanding, using the relevant document statuses instead of treating every draft or cancelled record as completed business.
CAPABILITIES IN PRACTICE
What your team can do.
Understand the activity, its controls and the information available for follow-up.
Stock and accounting effects
The posted document links to the applicable inventory and accounting process. Validate the account mappings and costing treatment rather than adding operational totals from several modules together.
Receipts and balances
Track the supported payment and receipt workflow separately from sales. An invoice can contribute to sales while a remaining customer balance still needs collection.
Returns and review
Use the sales-return process and its source references where applicable. Reporting must distinguish posted documents from drafts and cancellations and account for returns appropriately.
THE WORKFLOW
A meaningful step at every stage.
Follow the process from preparation to review. Configuration and responsibilities are agreed during implementation.
- 1
Prepare
Select the customer and review the invoice contents.
What this producesA checked sales document. - 2
Post
Complete the authorized document process.
What this producesRecorded sales and related effects. - 3
Settle
Record the supported receipt or payment treatment.
What this producesAn updated collection position. - 4
Review
Investigate outstanding balances, returns and exceptions.
What this producesA focused follow-up list.
A PRACTICAL EXAMPLE
Bring this scenario to your demo.
A manager sees high sales but low collections. Review the invoices, payment timing and customer ledger before assuming that the sales report is wrong or the bank balance represents profit.
Discuss your workflow →BEFORE YOU DECIDE
Your questions, answered.
Confirm the selected release, integrations, hardware and limits in the agreed scope.
Does POS sales activity need to be counted twice?
No. The supplied retail workflow posts into core sales documents. Analytics must avoid adding a linked POS bill and its core invoice as two separate sales.
Can returns affect the profit view?
They must be treated according to the relevant posted return and cost rules. The current reporting release and test scope should be confirmed in the demonstration.
Can we see customer balances?
Customer ledger and outstanding-balance workflows are part of the platform. Ask to see settlement, remaining balance and ageing using the same example.
CONNECTED SOLUTIONS
Follow the process further.
YOUR NEXT STEP
Book a demoShow us how your business works.
Tell us about your locations, users and daily challenges. We will map a focused demonstration to your needs.
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