Manage all the activities related to the customer cycle: from the sales quotation to the receipt of payment.
The sales quotation is the first step to create external documents and send an offer to a customer.
You need to create a customer order: this process enables to group information and actions about your sales with your customer.
After the delivery, you need to create an invoice for the customer. The invoice displays all the details about the product or service sold to the customer.
The credit note is used to correct an error or change an element in an invoice already sent.
Use this process when taking back defective products from the customers.
Once you receive a payment from a customer in your bank, you have to register it as a mixed payment in IFS Cloud.
If you have not matched your payment(s) with the corresponding invoice(s), through the process topics/t-MatchingMixedPaymentwithExistingTransactionsCustomer.html, you can do a settlement.
In case you need to get paid before the delivery of a customer order, you need to use the advance invoice functionality in IFS Cloud.
You need to settle your mixed payment with your advance invoice.
The following processes explain how to manage short-term or long-term product rentals.
Consult information on one or multiple customers.
You can print a statement for your customer in PDF.
Display all the open balance history from customers on an exact date.
Create a PDF report to have all the transactions for a customer or a group of customers.
You can see reports with specific details about the historic of customer transactions.
Create a PDF report to have the trial balance for a customer or a group of customers.
You can display a list of your customer invoices.
You can review the transactions and balances related to your customers.
