Prepare the sale
Create a quotation or order with the customer, products, price and tax details.
← Capabilities
Sales, orders and operations
Sell and get paid
Keep the customer, items, invoice and payment together so your team can see what was sold and what is still due.
How it works
From a customer request to a clearer payment trail.
A practical path through the work, from first record to the next decision.
Record the invoice
Create a sales invoice, review its line items and follow its approval status.
Follow payment
Record payment and review outstanding invoices, returns or credit notes.
What you can keep in view
Sales journey
Keep the customer, items, invoice and payment together so your team can see what was sold and what is still due.
- Quotations and orders
- Sales invoices and approvals
- Payments and outstanding balances
- Returns and credit notes
Illustrative workflowSpread ERP
01Quotation
02Order
03Invoice
04Payment
LET’S TALK ABOUT YOUR WORKFLOW
See how this could fit your business.
Tell the Spread team what you manage today and where you need a clearer view.