Quoting, Ordering and Invoicing
Intelligent Credit Control
Integrated emailing & statement runs
Customer-specific templates & settings
Integrated stock control
Stay on top of quotes, orders and invoices with our advanced Sales Ledger accounting tools. With SQLWorks, your accounts team can keep a detailed sales account for every customer, and manage your customers more efficiently.
Sales Ledger keeps a close track of each customer’s aged debt balance: set a credit limit for each business along with precise payment terms, deadlines and choose how and when SQLWorks places customer accounts on hold.
Integrated email helps you send quotes, orders, invoices and credit notes direct to customers either individually or en masse, knowing that everything is automatically logged for future reference. Statements can be generated instantly or in bulk as part of a statement run at any time.
Report extensively on turnover, profit, balance history, debt days, quoting, ordering, invoicing, stock sales history and much more with confidence, with a wide range of filter and export options. Everything is automatically saved to your nominal ledger, for disciplined sales accounting.
Related Help Guides:
“…The manufacturing industry reported the highest percentage of businesses with 10 or more employees experiencing global supply chain disruption, at 37%…”
UK Office for National Statistics – June 2022
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