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Sales & BillingReviewed functional scope

Invoicing & Credit Notes MicroERP

Controlled issued invoice or credit-note record with tax/reference evidence

Who it helpsBilling clerk / invoice approver

Plan my implementation Explore 6 feature modules
FROM A REAL REQUEST TO A USEFUL RESULT

The working flow.

Approved billable event or authorized commercial correction

  1. 01

    Import billable evidence

  2. 02

    validate customer/tax/numbering

  3. 03

    approve and issue immutable invoice

  4. 04

    register credit/refund authorization

  5. 05

    reconcile invoice lifecycle

The useful outcome

Controlled issued invoice or credit-note record with tax/reference evidence

ALL FEATURES IN THEIR OWNING PRODUCT

6 feature modules.
One product scope.

Open each module to review its purpose and actions. These features belong inside Invoicing & Credit Notes MicroERP.

01Service Checkout & Balance Settlement3 scoped actions

Convert delivered services into the correct customer charge.

  • Confirm performed services and approved extras
  • Apply packages vouchers tips and deposits
  • Handle split tenders corrections and final receipt
02Advances & Security Deposits5 scoped actions

Track funds received before final billing and their eventual settlement.

  • Deposit receipts
  • Liability balances
  • Application to bills
  • Refund approvals
  • Forfeiture evidence
03Credit Notes & Refund Authorization5 scoped actions

Authorize financial corrections and trace them to the original transaction.

  • Original invoice link
  • Adjustment reason
  • Approval levels
  • Partial credits
  • Refund execution status
04E-Invoice IRN & QR Control5 scoped actions

Submit approved invoice data and preserve registration or rejection evidence.

  • Payload validation
  • IRN requests
  • QR references
  • Rejected-response review
  • Authorized cancellation tracking
05GST Invoice Data Validation5 scoped actions

Prepare invoice data for tax-team review using configured treatment and document rules.

  • Party GST identifiers
  • HSN or SAC fields
  • Place-of-supply data
  • Tax treatment checks
  • Exception approval
06Sales Invoicing5 scoped actions

Convert approved billable events into controlled customer invoices.

  • Numbering
  • Billable source links
  • Tax fields
  • Posting validation
  • Cancellation controls
CLEAR OWNERSHIP. CONNECTED FUNCTIONS.

How the scope fits together.

Why it is a separate MicroERP

Service and trade businesses can invoice through this product without buying POS or order-fulfilment management.

Dependencies to plan

  • Billable-event API
  • Party/tax configuration
  • Receivables and external registration/payment evidence

Outside this scope

  • Issuance is separate from ledger posting, refund execution and statutory filing completion.
REUSE THE SAME PRODUCT

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Confirm your workflows, required integrations, team access, migration and acceptance checks in one implementation brief.

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