Prepare the invoice
Build invoices from the commercial details and item quantities in your sales workflow. Keep customer and document context together.
INVOICING & DISPATCH
Send the right goods. Keep the record.
Bring dispatch documentation and sales invoices together with stock movements. Help sales, stores and accounts work from connected transaction records.
Available in Basic, Growth, Advance.
pletox ERP Meridian Engineering NK
Ready for the next handoff.
Order quantities, goods and documents together.
01 · Confirmed02 · In progress03 · Completed
Invoices18
Dispatches12
To prepare4
DocumentCustomerStage
INV-0184Atlas WorksPosted
DC-0082NorthlinePrepared
INV-0185Crest IndustriesDraft
A connected record of the work.Useful context for the next team and the next decision.
Illustrative workspace · Sample data
A clearer handoff from stores to the customer.
Preparing goods and raising the invoice should refer to the same order details. Connected documents help your team follow quantities and complete each dispatch.
Check the stock position
Use stock checks and posted inventory movements to connect invoicing to the goods leaving your business.
Document the delivery
Maintain delivery challans and printable documents for the movement of goods. Keep dispatch records available for follow-up.
FROM INFORMATION TO ACTION
Make it part of your working day.
01
Review the order and stock
02
Prepare invoice and dispatch documents
03
Post and follow the delivery record
Are e-invoices and e-waybills included?
Configured e-invoice and e-waybill workflows are part of the Advance plan’s integration offering. Provider access, credentials and applicable transaction charges are confirmed separately.