Sales
Quotes and orders that become invoices without re-keying.
From quote to order to invoice on one record. Pricing, discount rules and approval thresholds live with the document, and the accounting treatment is decided once.
- Category
- Commercial
- Status
- Planned
- Depends on
- 1
- Connectors
- 7
What it does
Sales, in practice
The parts that matter day to day, not a feature matrix.
Extracted values are proposed. A person confirms before it posts.
Illustrative product screen — sample data, not a measured result.
Works with
Sales needs the ledger underneath it
Modules write through one engine, so what this one needs is a dependency rather than an integration project.
Often switched on together
- AvailableExplore
Accounts receivable
Invoices out, cash in, and a clear view of who owes what.
- PlannedExplore
CRM
The customer relationship, connected to the customer ledger.
- In developmentExplore
Customers
One customer record, whichever part of the business is looking.
- PlannedExplore
Deals
Pipeline with the numbers a finance team would recognise.
Industries
Where this does the most work
Connects to
Connect what you already use
Connector status is stated honestly. Only file import and export are live today; the rest are planned or built on request.
- On requestExplore
Shopify
Daily sales summarised into the ledger with tax handled.
- On requestExplore
Salesforce
One customer identity across sales and finance.
- On requestExplore
HubSpot
Keep HubSpot and the customer ledger in step.
- On requestExplore
Stripe
Settlements, fees and refunds posted correctly.
- PlannedExplore
WooCommerce
Store orders into revenue and stock movements.
- On requestExplore
Amazon Seller Central
Marketplace settlement broken into its parts.
- PlannedExplore
Magento
Order volume summarised for the ledger.
Scenarios
Where this module changes the day
Illustrative situations, not clients. There are no measured results here because there is nothing to measure yet.
Commercial
Sales is on the way. Tell us how you would use it.
What gets built next is decided by the businesses that need it. That conversation is how a module moves up the list.