Carry the promise from quote to payment.
Sales, fulfilment and receivables in one workflow.
Keep customer terms and agreed prices with the order as it moves through approval, delivery, invoicing and collection. Everyone can see the same status and supporting records.
What still needs to happen before we can invoice?
Check the agreed quote, fulfilment status and invoice details together. Your team can resolve a hold without losing the customer’s wider account history.
What remains open on the customer’s account?
The sale and the cash receipt meet in the same account history.
Sales · receivablesIllustrative records| Record | Amount | Account effect |
|---|---|---|
| Sales invoice | £12,480 | Amount owed |
| Customer payment | £10,000 | Receipt allocated |
| Remaining balance | £2,480 | Still outstanding |
£2,480 remains to be collected.
Open the invoice and allocated receipt to check the balance before preparing a customer follow-up.
- Online quote acceptance — customers read and accept your quotes in their portal.
- Quote to order — an accepted quote becomes a sales order in one step, with its prices and lines.
- Approval — you can require sign-off before stock goes out, using rules you set.
- Invoicing — raise a VAT invoice straight from the order, without retyping it somewhere else.
- Payment tracking — see at a glance which invoices are unpaid, part-paid or paid.
- Customer history — every quote, order, invoice and payment for a customer on one timeline.
Every sale, from first quote to money in the bank.
When quotes, orders, invoices and payments sit in different tools, deals stall and it's hard to see what cash is coming in.
The quote becomes the order and the order becomes the invoice, with the same numbers all the way through.
Every invoice shows whether it has been paid, so you know what's owed and what's overdue.
Each customer's full history is in one place, which makes decisions on pricing, credit and chasing easier.
Linked to your stock and your accountant.
Orders use your real stock levels, and invoices feed your real figures.
Orders set aside stock, and invoices export cleanly for your accountant, so your books stay tidy. The same idea on the buying side is called procure to pay.
Frequently asked questions.
What is quote-to-cash software?
It covers everything that happens when you sell. A customer accepts a quote, it becomes an order, the order is approved and invoiced, and you can see when it's paid, all in one place.
Can customers accept quotes online?
Yes. Customers read and accept quotes in the customer portal, and the quote turns into a sales order without anyone retyping it.
Does it track payment status?
Yes. Cobalt ERP shows which invoices are unpaid, part-paid or paid, so you always know where your cash is.
Is this full accounts receivable accounting?
Cobalt ERP shows invoice and payment status, produces VAT invoices and exports cleanly to your accountant. Cobalt ERP’s accounts module is generally available; confirm reporting and tax requirements with your accountant.
Can I see a customer's full history?
Yes. Every quote, order, invoice and payment for a customer sits on one timeline, which makes follow-ups and decisions simple.
How is this different from a separate invoicing app?
An invoicing app starts at the invoice. In Cobalt ERP the quote, order, stock and invoice are connected, so the invoice is created from the order instead of being typed out again.
Related pages.
Follow every sale from quote to payment.
Customers accept quotes, you invoice from the order, and you can see when they've paid. Sign up and try it with a real order.
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