Sales: quotation to cash, fully connected
Quotation to order, delivery to invoice, payment to allocation — every step linked.
Sales & Receivables
From the first quote to the last rupee — collected, matched and in the books.
Quotation, order, delivery, invoice, payment: each document picks up the one before it, posts its own ledger entry and lands on the customer’s account the moment it is saved. Then TamilAccounting helps you get paid — it chases overdue customers, suggests how each receipt should be matched and keeps every discount visible.
Quotation to cash
Payment reminders
Suggested allocations
Line & bill discounts
Restore deleted invoices
Drag-and-drop invoice design
What’s new
New in Sales & Receivables
Shipped this year: shorter chases for payment, cleaner matching, safer corrections and invoices that look like your business.
New
Payment reminders with promise-to-pay
One follow-up case per overdue customer: log every call, record a promise with its date and amount, and a broken promise comes back to you the next morning. Automatic email and WhatsApp reminders stay off until you switch them on — and are held when an unallocated receipt already covers the overdue.
Watch the walkthroughNew
Suggested allocations
Open an unpaid invoice or an unused receipt and its Allocations tab proposes the match, oldest due date first. Change any amount, then allocate in one click — over-allocation is refused.
Learn moreNew
Design your invoice by dragging it
A new designer opens on your real invoice PDF: drag the logo, resize columns, add a thank-you note or bank details, and nothing changes what you print until you press Make default.
Watch the walkthroughRestore a deleted invoice
Delete an invoice, credit note or delivery as Restorable and bring it back later, fully posted. A cash sale returns with its payment re-applied and the invoice marked Paid.
Watch the walkthroughDiscount and round-off in one box
Type a minus to discount the bill or a plus to round it up, on deliveries and invoices. Line, bill and round-off discounts each post to their own account, so sales stay gross.
Watch the walkthroughNew
Fair discounts on part deliveries
When an order is delivered and invoiced in parts, each part takes its share of what is left of the order’s discount and freight — the last part never carries it all again.
Watch the walkthroughNew
Exchange rates on customer payments
Receiving from a foreign-currency customer now shows the exchange rate on the payment itself, plus a bank rate when the bank account is in a third currency.
Learn moreGST e-invoice from the invoice
For Indian companies, the IRN, signed QR and e-way bill are raised from the sales invoice, and the invoice locks against edit and void while they are active.
Learn moreOnline payments become receipts
Each online payment captured against a shared invoice can be recorded as a customer payment, pre-filled with the exact amount, date and bank charge.
Learn more
Without a connected sales system
Where sales money leaks between the counter and the bank
Most of it is not lost to bad customers. It is lost to retyping, forgotten follow-ups and receipts nobody matched.
Every document typed again
The quote is in a spreadsheet, the order in an email, the invoice in the accounts package. Each retype is a chance to change a price, a quantity or a tax rate.
Cost: invoices that do not match what was agreed or what was shipped.
Nobody remembers to ask
An invoice slips past its due date, the promise made on the phone sits on a sticky note, and by the time anyone looks, the balance is ninety days old.
Cost: cash locked in receivables while you borrow to run the business.
Receipts that settle nothing
One transfer pays three invoices, an advance sits on account, a credit note is never applied. Until each is matched, statements show balances that are not true.
Cost: customers chased for money they already paid.
Discounts hidden inside sales
When a discount simply reduces the sale, nobody can say at year end how much discounting cost the business — or which salesperson gave it away.
Cost: margin you cannot measure, so you cannot manage.
Part deliveries that double-count
An order delivered in three lots gets its discount or freight charged on every lot — or on none — and somebody fixes it with a credit note later.
Cost: disputes with customers and totals that do not tie back to the order.
One wrong delete, one lost afternoon
Remove a “duplicate” invoice that was not a duplicate and the lines, the stock movement and the payment link all have to be rebuilt by hand.
Cost: rework, and books that are wrong while it happens.
With TamilAccounting
One sale, one chain of documents
Each step carries forward what came before it — lines, prices, discounts, references — and posts its own accounting entry as it happens.
QuotationPriced from the customer’s price list
Sales orderOne click from the quote, with a delivery date
DeliveryStock drops; batch and expiry picked
InvoiceExactly what shipped, tax line by line
SharedEmail, WhatsApp, secure link or portal
PaymentAt the counter, by bank or online
AllocationMatched to invoices, oldest due first
Follow-upOverdue cases chased until paid
How it works
Every stage of the sale, in depth
The same screens your sales team already understands — with the accounting done for them.
Quotes & orders
Price it once, carry it all the way
A quotation picks up the customer’s sales type, payment terms and prices on its own. When the customer agrees, it becomes a sales order without retyping a line.
- Sales types such as Retail or Wholesale act as price lists, with or without tax included, and can be calculated from a base list with a factor
- Prepaid or credit orders, with an expected delivery date and delivery address
- Raise a work order straight from the sales order when the item is made in-house
- Send the quote or order by email, WhatsApp or a secure link
Deliveries
Deliver in parts without breaking the totals
Deliver from the order or make a direct delivery. Stock comes off the shelf the moment it is saved, and the delivery becomes the invoice for exactly what went out.
- Choose the batch and expiry date for each line before it ships
- Several deliveries per order, and several invoices per delivery
- Each part takes its fair share of what is left of the order’s discount and freight
- Delivery notes print with the shipping details the driver needs
Invoices
Invoices that are right the first time
Invoice from a delivery or directly. Payment terms set the due date, the reference follows the number format you chose, and the ledger entry is posted for you.
- Line discount as a percentage or an amount, plus one box that discounts (−) or rounds off (+) the whole bill
- A cash-terms customer’s invoice records its receipt in the same step
- Recurring invoices by day, week, month or year, created on schedule
- For Indian companies: TCS on the invoice where enabled, and IRN, signed QR and e-way bill from the invoice itself
Payments & allocation
Every receipt matched to what it settles
One payment can settle many invoices, and one invoice can be paid in several parts. The Allocations tab on the receipt or the invoice suggests the match for you.
- Suggestions run oldest due date first and stop at exactly what is open; edit any line, or press None to keep money on account
- Limits are re-checked when you press Allocate, so a stale screen can never over-allocate
- Foreign-currency receipts with their exchange rate on the payment, and the exchange difference posted for you
- Payments made online against a shared invoice recorded for the amount actually received
Collections
A collections desk, not a sticky note
Sales › Reminders opens one case per overdue customer, with the overdue amount, the oldest due date and who owns the follow-up. The figures come fresh from the invoices every time, so a case closes itself when the customer pays.
- Log each call, email, WhatsApp, SMS or visit, and what the customer said
- A promise to pay pauses reminders until its date; if it is broken, the case is due again the next morning
- Unanswered cases escalate to the person you choose after the number of reminders you set
- The same desk watches what you owe suppliers, under Purchasing
Due today6
Promised4
Overdue₹8.4 L
Customer A₹2,40,000Promised 15th
Customer B₹96,500Call back Tue
Customer C₹1,72,000Escalated
Customer D₹0Closed · paid
Credit notes & corrections
Returns and mistakes, undone properly
Raise a credit note against an invoice, or a direct one. Returned stock goes back on the shelf, and the credit is refunded or applied to other invoices.
- Pick the batch and expiry being returned; several credit notes per invoice
- Posted documents are voided, not erased — and a void marked Restorable can be brought back
- One register under Setup lists everything voided or deleted, newest first, with who did it and when
- A restore keeps the original number when it is free, and is refused if a newer document already used the same source
Worked example
Where a discount goes in the books
A discount is never buried inside the sale. Sales are credited gross and every discount is posted to its own account, so you can see at year end exactly what discounting cost.
One invoice, two kinds of discount
Item A 10 × 100 with 10% off the line · Item B 5 × 100 · 100 off the bill · tax 18% on 1,400 (illustrative)
| Posted by the invoice | Debit | Credit |
|---|---|---|
| Customer account | 1,552.00 | |
| Discounts given — line | 100.00 | |
| Discounts given — bill | 100.00 | |
| Sales, at full price | 1,500.00 | |
| Output tax | 252.00 | |
| Totals | 1,752.00 | 1,752.00 |
A line discount always lowers the taxable value. A bill discount or round-off lowers it only when the company setting for it is switched on — here it is off, so tax is worked out on 1,400. The accounts used follow your own setup.
A 300 bill discount, delivered in three parts
Order value 3,000 · each part takes its share of what is left
| Part delivered | Value | Discount |
|---|---|---|
| First delivery | 1,000.00 | 100.00 |
| Second delivery | 1,200.00 | 120.00 |
| Last delivery | 800.00 | 80.00 |
| Whole order | 3,000.00 | 300.00 |
The parts add back to the order exactly. Freight on the order is shared the same way.
Report Designer
Design your invoice on the real PDF
The Report Designer opens your latest invoice exactly as it prints. Click any part — the logo, the heading, the totals, the item table — and move it, resize it or restyle it, and the page re-renders from the same engine that prints it.
- Drag and resize fields with snap and grid, and undo any step
- Change text, font size, alignment, colours, fill and borders from one panel
- Add a label, text, image, line, rectangle, QR code or legal text
- Work on a copy with “Save as”, then make it the default when it is ready
Report Designer
Quotations, deliveries and receipts too
Every sales document opens in the same designer as its real PDF — move, resize and restyle it the same way.
Watch it in action
Watch a sale go from quotation to cash
Recorded on a demo company: the full sales flow, the collections desk for overdue customers, every kind of discount with its ledger entries, restoring a deleted invoice and designing an invoice by dragging it.
Customer payment reminders
Follow-ups, promises to pay and escalation for every overdue customer.
Discounts: line, grand and round-off
Line, percentage and amount discounts, a grand discount and round-off — and the ledger entries behind each.
Design your invoice by dragging it
Move the logo, restyle the title and add a note right on the real PDF — the new invoice designer.
Deleted the wrong entry? Restore it
Voided and deleted transactions can be brought back, with the trail intact.
Quick takes · under a minute or two
Also included
Everything else a sales team leans on
Sales overview
Revenue and receipts this month, receivables, overdue, open orders, six months of revenue, top customers and recent invoices on one screen.
Document designer
The same drag-and-drop designer shapes quotations, orders, delivery notes, receipts, credit notes and balance letters as well as invoices.
Recurring invoices
Set an invoice to repeat every few days, weekly, monthly or yearly, and the person who set it up is told when each one is created.
Share & pay online
Send any document as a secure link the customer opens without a login. Where an online payment gateway is set up, they can pay from the invoice.
Credit control
Credit status per customer can stop new invoices for an account on hold, alongside credit limits, areas and customer groups.
Salespeople
Each salesperson linked to a user, with provision rates and a turnover break point, and sales reports by salesperson.
Receivables reports
Customer ageing, balances and balance confirmation letters, sales summaries by item, profitability and order summaries, in PDF or Excel.
Bulk import
Bring sales invoices in from a spreadsheet template when you move across from another system, instead of keying them one by one.
Works with
Modules and apps that extend your sales
GST e-Invoice & e-Way BillIRN, signed QR and e-way bill raised from the sales invoice, with the invoice locked while they are active.Explore ZATCA e-InvoicingPhase 2 clearance and reporting of Saudi sales invoices, with the signed QR on the print.Explore One PortalCustomers see their invoices, deliveries and statement, and act on them from their own login.Explore eCommerce StoreOnline orders arrive as sales orders and invoices, with no re-entry.Explore Service PlusService requests tied to what the customer bought, with warranty and parts.Explore Post-Dated ChequesCheques received against invoices, tracked by date until they clear.Explore Approval WorkflowHold invoices above a set amount for a manager’s sign-off before they post.Explore Coupons & CommissionRedeem discount codes on the invoice and work out commission per item or salesperson.Explore
Why businesses stay
Bring your data. We’ll keep it right — and keep making it better.
Switching software is the hard part. We help you move, keep your records sound, and keep improving the system with you.
Data migration & opening balances
Move across from Tally, Zoho, QuickBooks, Xero, Sage 50 or SMACC, or from Excel templates for items, customers, suppliers, employees, chart of accounts and opening balances. You preview every row before it is saved — and our team helps you through it.
Your data, kept right
Your database is backed up three times a day — every 8 hours — and your files are backed up too. Each company keeps its own separate database; roles decide who can see, enter, approve or void; every change is on the audit trail; and everything exports to Excel or PDF whenever you want it.
Always improving, with you
We follow up regularly with the businesses that use it, and their requests become features. Updates arrive on your account automatically — nothing to download or reinstall.
Connected to what comes next
GST e-invoice and e-way bill, ZATCA, WooCommerce, WhatsApp, biometric devices, online payment gateways, mobile apps and an AI assistant — and new connections are added as the market moves.
FAQ
Sales & receivables: common questions
Only if you ask it to. Automatic email and WhatsApp reminders are off until you switch them on in the Payment Reminders settings. Until then the system opens a case for each overdue customer and reminds your own team, without contacting anyone outside. Even when switched on, a reminder is held if the customer has unallocated receipts or credits that already cover the overdue amount.
Yes. A receipt can be allocated across as many invoices as it covers, in full or in part, and one invoice can be settled by several payments. The Allocations tab suggests the split for you, oldest due date first, and anything left over stays on account for the next invoice.
A line discount always does, because the line is discounted before tax is worked out. A discount or round-off on the whole bill reduces the taxable value only when the company setting Grand Discount & round-off affect tax is switched on.
Yes, if you chose Restorable when you voided it. Open the Voided / Deleted register under Setup and press Restore: the invoice is posted again with its original number when that number is still free, or a new one if it has been used. Payments you had allocated by hand are flagged for you to re-apply. A permanent void cannot be undone.
Yes. Each sales type is its own price list, with or without tax included, and a customer’s default price list comes with them onto every quotation, order and invoice. A list can also be calculated from another with a factor, so you do not have to price every item twice.
Yes. Share an invoice by email, WhatsApp or a secure link, or give the customer a portal login to see their invoices, deliveries and statement. Where an online payment gateway is set up, they can pay from there, and the payment comes back to be recorded against the invoice.
Yes. The Designer opens your latest invoice as the real PDF: drag and resize fields, change fonts and colours, add your bank details or a note. Work on a copy with Save as; your printed invoices change only when you press Make default, and the standard layout is always there to go back to.
Yes. A customer can be billed in their own currency. The customer payment shows the exchange rate for the payment date, and the exchange difference between invoice and receipt is posted to the ledger for you.
Get paid sooner, with books that are right on their own.
Start with your own customers and items — quotation to cash, reminders and allocations included.