Customer portal
Customers see their invoices, deliveries and statement — and pay online.
Sales
Purchase
Banking
Link, Email, WhatsApp
Pay Online
Portal
Step 01
Sales Quotation
Create, edit and share quotations. Each quote carries the customer and contact, the sales type (price list), the payment terms, the date it is valid until and the full list of goods and services with their prices.
Once it is saved, send it from the share window: copy the link, email it with the PDF attached, or send it on WhatsApp with a ready-made message you can edit.
Step 02
Sales Order
Turn a quotation or a proposal into a sales order, or enter one directly. Payment terms can ask for a prepayment, and invoices are then raised against the money already received.
Each order carries a required delivery date and the delivery address. From the order you can:
- Deliver — when the goods are in stock
- Raise a work order — when the item is one you manufacture
- Share — so the customer has the confirmed order in writing
Step 03
Sales Delivery
Deliver against a sales order or make a direct delivery. When batch and expiry tracking is on, you pick the batch before the goods leave. The delivery posts the inventory entry as it is saved, so a delivery is voided rather than deleted — and once it is invoiced, it can no longer be voided.
Invoice the delivered quantity in one go or in parts: one delivery can be split across several invoices, and its status shows when it is partially invoiced.
Step 04
Sales Invoice
Raise an invoice from a delivery, from a quotation or directly. Invoice numbers follow a numbering pattern you set up separately for each document type, so the format can match your business or your country’s rules.
An invoice can be paid on the spot or left on credit — unpaid and overdue invoices are tracked for you. From the invoice you can record the payment, credit it, print it or share it, and edit it while it is still open (not once it has been credited or locked by an e-invoice).
Step 05
Customer Payments
Record one payment against several invoices, or several payments against one invoice. Share the receipt with the customer as a link or a PDF. Every payment shows how much of it has been used:
- Allocated
- Partially allocated
- Unallocated
Step 06
Sales Credit Note
Credit an invoice from the invoice itself, or raise a direct credit note for the customer. When goods come back, choose the location they return to and, if needed, refund the money from a bank account; otherwise the value is written off to an account you choose.
A credit note raised from an invoice is allocated to that invoice. A direct credit note can be allocated to any open invoice later. Like every other document, it can be shared by link, email or WhatsApp, with a PDF.
Reports
Reports
The sales reports print to PDF or export to Excel, ready to send to a customer or your accountant.
- Customer Transaction Statement
- Aged Customer Analysis
- Customer & Branch Balances
- Customer Outstanding Summary
- Customer Trial Balance
- Sales Order & Sales Quotes Summary
- Sales Return Summary
- Sales Summary
- Sales Profitability
- POS Daily Balance & Balance Summary
- Salesman Listing & Recovery Summary
Watch it in action
What your customers see — and how you get paid sooner
The customer portal, where customers see their invoices, deliveries and statement and pay online, and the payment reminders that follow up every overdue customer for you.
Customer payment reminders
Follow-ups, promises to pay and escalation for every overdue customer.
Quick takes · under a minute or two
More Features
Other Features of Transaction Sharing
Everything that happens after you press Share — and what the other side can do with it.
Encrypted links
Each link is encrypted, so it cannot be guessed from an invoice number. Anyone who has the link can open it, so send it only to the person it is meant for.
Email & WhatsApp
Send from the share button on the document or its list. Email goes out with the PDF attached; WhatsApp opens with the message and link filled in.
PDF download
Every shared page has a Download PDF button, so the customer or supplier keeps a proper copy for their own books.
Pay from the invoice
With online payment switched on, a shared invoice can be paid in full or in part from the link. Rupee invoices can also show a scan-to-pay QR code.
Always the latest version
If a sales document is edited after you shared it, the old link opens the newest version — nobody pays from an out-of-date copy.
Supplier quote requests
Send a request for quotation as a link. The supplier fills in prices or declines from the link, without needing a login.
Customer portal
Customers who log in see their quotes, orders, deliveries, invoices and statement, download invoice and statement PDFs, and pay online.
Payment reminders
Every overdue customer gets a follow-up case: log each call or message and the promise to pay, repeat reminders, and escalate the ones that slip.
Quotes
Send a quotation as a private link the moment it is saved — the customer reads it on any phone and keeps the PDF.
Orders & Invoices
Confirm orders and send invoices by link, email or WhatsApp — and let customers pay the invoice from the same link.
Purchase Orders
Send purchase orders to suppliers by link, by email with the PDF attached, or on WhatsApp — no separate document to type.
Ready to share transactions instantly?
Join businesses across India, UAE & GCC using TamilAccounting