Complete invoicing
Credit and cash invoices, recurring and promotional billing, credit and debit memos, returns and tax receipts — with built-in electronic invoicing (e-CF).
Adm Cloud i-ERP · Sales & Collections Module
From quote to cash, in a single flow
Quote, approve orders, ship, invoice and collect without leaving Adm Cloud. With electronic invoicing (e-CF), accounts receivable control and real-time sales analytics — all connected to your inventory and your accounting.
Includes
Electronic invoicing
Accounts receivable
CRM & pipeline
Commissions
5stages in the sales cycle
15document types
30reports and analyses
1integrated i-ERP
The module
Sales & Collections: the commercial heart of your business
The Adm Cloud Sales & Collections module manages everything that happens between you and your customers: from the first business opportunity until the money hits the bank. Each document links to the next and automatically updates your inventory, your Accounts Receivable (AR) and your accounting.
Collections under control
Payment receipts, advance payments, applications, customer statements, aging reports, late-payment interest and a collections workspace to follow up customer by customer.
CRM & sales force
Prospects, customers, contacts, opportunities and pipeline. Quotes and sales orders with approval workflows, activities and visits so your sales team closes more deals.
Sales cycle
One continuous flow, no re-keying data
Each stage feeds the next: the quote becomes an order, the order a shipment, the shipment an invoice and the invoice a collection. Adm Cloud carries the data from one document to the next and keeps full traceability from start to finish.
Quote
Prepare and send quotes to prospects and customers with prices, discounts and taxes.
CRMSales order
Convert the quote into an order, with an approval workflow whenever you need it.
ApprovalsShipment
Deduct inventory on shipment and leave the balance ready to invoice.
InventoryInvoice
Issue the invoice (credit or cash) and generate the electronic tax receipt.
e-CFCollection
Record the payment receipt, apply advance payments and update the receivable.
Treasury
Invoicing & sales
Every sales document your operation needs
From counter sales to bulk and recurring billing. Adm Cloud covers every scenario with price controls, approved discounts, promotions and multi-currency support.
Credit invoices
Credit sales that feed directly into Accounts Receivable (AR).
Cash invoices
Immediate payment at the point of sale, with cash returns included.
Recurring invoices
Automate periodic billing for subscriptions, rentals and contracts.
Credit & debit memos
Adjust invoices for returns, discounts or additional charges.
Promotional invoices
Apply promotions and generate credit memos in batches automatically.
Returns (RMA)
Customer return authorizations with stock control.
Prices & discounts
Price lists, multi-level, multi-currency and approved discount rules.
Sales budgets
Set sales targets and compare them against actual sales.
Sales rep commissions
Calculate commissions on credit and cash invoices.
Tax compliance
Electronic invoicing ready for the DGII
Issue electronic tax receipts (e-CF) directly from your invoices, signed and transmitted through the configured gateway. No parallel systems, no double data entry.
Built-in e-CF
Generate and submit the electronic tax receipt the moment you issue the invoice.
Tax receipts (NCF)
Control of sequences and receipt types according to local tax regulations.
Email & portal delivery
Send invoices and statements by email; your customers view them on the portal.
Tax withholdings
Record customer withholdings on sales for your tax reconciliation.
Electronic tax receipt
TypeCredit invoice (31)
e-NCFE310000000123
DGII statusAccepted
TotalRD$ 62,658.00
Digitally signed
Collections & Accounts Receivable
Collect on time and know your receivables at a glance
The Collections submodule keeps your Accounts Receivable (AR) up to date at all times and gives you the tools to follow up with every customer, apply advance payments and recover overdue balances.
Accounts receivable aging
Current1.86M
1 – 30 days640K
31 – 60 days310K
60+ days180K
Payment receipts
Record payments and apply them to one or several customer invoices.
Advance payments & applications
Receive payments in advance and apply them later to the corresponding invoices.
Customer statements
Generate each customer's statement and send it by email.
Late-payment interest
Calculate and generate debit memos for interest on overdue balances.
Bounced checks
Reverse payments for returned checks and reopen the customer's balance.
Collections management
A workspace to follow up on your receivables and project collections by period.
CRM & sales force
Turn opportunities into sales
Before the invoice comes the customer relationship. Adm Cloud includes a CRM to manage prospects, opportunities and your sales team in the field.
Prospects & customers
Manage prospects, customers and contacts, with portal access for your customers.
Opportunities & pipeline
Log leads and opportunities, track your funnel and analyze the pipeline by stage.
Activities & visits
Schedule activities, log customer visits and measure performance per user.
Quotes & orders
Quote, convert to a sales order with approval and move straight into invoicing.
Reports & analytics
Decisions with the numbers in plain sight
More than thirty reports, charts and pivot tables to understand your sales and collections from every angle.
Sales by customer
Sales by sales rep
Sales by item and class
Sales by location and branch
Dynamic sales analysis
Collections by customer and sales rep
AR status and aging
Collections forecast
Credit and cash commissions
Sales and collections charts
Sales order profitability
Orders pending invoicing
Truly integrated
Not an isolated module — part of the i-ERP
Every sale and every collection moves your inventory, your bank and your accounting with no manual steps.
Connected to inventory
When you ship and invoice, stock levels and costs are updated automatically.
Real-time accounting
Every document generates its journal entry; your financial statements always balance.
Multi-currency & multi-branch
Sell in multiple currencies, price levels, locations and branches without the hassle.
Roles, permissions & approvals
Control what each user sees and does, with approval workflows for orders and documents.
Frequently asked questions
We answer your questions
Does the Sales module include electronic invoicing?
Yes. Adm Cloud generates electronic tax receipts (e-CF) directly from your credit and cash invoices, signs them and transmits them through the configured electronic invoicing gateway, in compliance with local tax regulations.
How do Sales and Collections work together?
Credit invoices automatically create the customer's receivable. From the Collections submodule you record payment receipts, apply advance payments and follow up on your portfolio, keeping every customer's balance up to date.
Can I manage quotes and sales orders?
Yes. The sales cycle starts with the quote, which can be converted into a sales order (with approval whenever you require it), then into an inventory shipment and finally into an invoice, without re-entering the information.
Does it integrate with inventory and accounting?
Fully. Shipping and invoicing update stock levels and costs, and every document generates its journal entry. Sales & Collections is part of the Adm Cloud i-ERP, not a separate system.
Can I calculate my sales reps' commissions?
Yes. Adm Cloud includes commission reports on credit and cash invoices, plus sales rep assignment, sales territories and budgets to measure commercial performance.
Does it support multiple currencies, branches and price levels?
Yes. You can work with multiple currencies, price levels, locations and branches, with price lists and approved discount rules that are applied automatically at invoicing time.
Sell, invoice and collect with a single system
Bring your sales operation to Adm Cloud and close the loop between the sale and the money in the bank.