Customer Invoices
Prepare and review invoices associated with customer sales.
Ooctal Business Platform • Invoices
Invoices
Organize customer billing through invoice workflows connected with sales, payments and finance. Tax settings and invoice requirements depend on your jurisdiction and configuration.
Workflows in this module
Available workflows depend on your subscription, configuration and local requirements. Review each process with your team before rollout.
Payments and receivables
Connect invoice balances with supported payment records.
Accounting connection
Relate invoice activity to configured accounting workflows.
Before you choose
- Confirm the modules and reports available in your subscription.
- Test the workflow with your own records, roles and business rules.
- Validate country-specific tax, payroll or regulatory requirements with a local specialist.
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