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End-to-end Sales Order Processing
The sales order processing journey in iplicit can start with a quotation or a proposal. When the proposal converts and the order is placed, organisations can choose to produce dispatch notes or simply convert orders directly to invoices.
The option of part deliveries or invoicing is available when products or services are supplied, but the entire order is yet to be completed. Importantly the system can be configured to work the way you work, rather than constraining your options and forcing manual workarounds.
iplicit has a host of features to eliminate manual tasks, save time and put the user in control of their sales order processing and invoicing.
How iplicit deals with sales invoices
Leads, quotes, contracts, orders & invoices
Every stage of the sales and invoicing process can be dealt with and recorded in iplicit. A sales lead can be turned into a quote. When that sales proposal or contract converts, iplicit can turn the quote into an order. That order can generate a dispatch note, followed by an invoice. All of these records are dynamically generated, saving time on rekeying and processing information, and are supported by iplicit’s inbuilt workflows were needed.
Integration with other systems
It may be that you don’t want to use iplicit for everything because you have other business systems that create invoices – a CRM system such as Salesforce, for example, or an e-commerce platform like Shopify. That’s not a problem, because iplicit’s open API (application programming interface) can integrate data into the finance system from your other applications in real time.
Configured to your needs
iplicit can hold any sales-related documents you need, so it can cater for an unlimited number of sales processing workflows. It can also handle part-deliveries and part-invoicing. iplicit's software can be configured to your needs, rather than forcing you to comply with a system.
iplicit is designed to work in different territories and with different currencies. It has in-built credit control across currencies along with live currency feeds and automatic currency gains and loss adjustments and revaluations.
If your billing is based on other charges you incur on behalf of your customers eg timesheets or expenses claimsiplicit can incorporate these alongside other sales invoice lines automatically, helping ensure these items are billed appropriately and on a timely basis.
Handling related documents
Timesheets and expenses can all be attached to the invoice in iplicit for easy reference and record keeping and sent alongside invoices when necessary, saving time and ensuring the right information is distributed to your customers without delay.
You might have multiple companies in your group trading with your customers. iplicit automates consolidation of invoicing across the group, showing all the relevant transactions and allowing easy management of aged debt across your portfolio.
In iplicit, the whole group’s customers, accounts and sales records can be found in the same place, and intercompany postings and eliminations applied through iplicit’s powerful automations. This can also be useful if different group entities work on the same customer projects – giving real time project consolidation, budgeting and management across the group.
From care services fees to software subscriptions, many businesses need to issue recurring invoices at the appropriate intervals. iplicit can record details of the time periods, details and prices involved, and issue invoices at the required frequencies and intervals.
iplicit's invoicing system is integrated with credit control and debt management. Your credit control team can easily see what invoices remain unpaid, plan and prioritise customers that require chasing, easily send reminders and record notes and tasks. The system can also generate the appropriate kind of reminder or dunning letters and emails to the customer, from a gentle nudge to a legal warning. All of this can be customised to suit the way you need to manage your debtors -- including different processes for different types of customers as we understand a one size fits all approach does not always suit.
iplicit can help save your team valuable time and give you an accurate, up to the minute picture of your organisation’s finances.
Don't Take Our Word For It
Here's What Our Customers Say
Garry Mumford, Founder and Managing Director
‘Could I have an ‘I Love iplicit badge please?’ The experience we’ve had with you guys so far has been second-to-none. It has been an absolute delight. I can’t fault the desire on the part of the iplicit team to help find a solution, no matter what the challenges were during the migration.’
Ruth Motley, Finance Manager
‘We looked at a number of systems in the marketplace including NetSuite, SAP, Sage and iplicit. It came down to a choice of two systems in the end, because NetSuite was unresponsive and Sage 200 seemed like a step backwards. While SAP was interesting, it was just too expensive and iplicit delivered everything we wanted at much less cost.’
Imperial Society of Teachers of Dancing
Keith Stephenson, Director of Finance and Operations
“Being able to rehearse workflows and play with configurations, without risk, has been invaluable to us and also serves to make us much more confident with customisation.”