From Quotation to Receive Payment: How SQL Account Covers Your Full Sales Cycle
- 13 minutes ago
- 2 min read
Running a business smoothly means having every part of your sales process connected — from the moment you send a quotation, all the way to receiving payment. That’s exactly where SQL Account shines. It’s more than just accounting software — it’s your complete sales operations hub.
Let’s take a quick tour through how SQL Account supports your entire sales cycle, step by step:
1. Quotation Module
Easily generate professional-looking quotations with auto-running numbers. You can customize templates, set validity periods, and convert the quotation directly to a sales order with just one click. No more re-typing or duplicated effort.
2. Sales Order
Once your customer confirms the quotation, generate a sales order instantly. SQL Account helps you manage stock availability and plan deliveries more efficiently — especially useful if you deal with partial delivery or large volumes.
3. Delivery Order (DO)
Need to deliver items in stages? SQL Account allows partial delivery while keeping track of what’s delivered versus what’s pending. You’ll also get an accurate transaction history for every order — helpful for both internal records and customer transparency.
4. Sales Invoice
Create your invoice directly from the delivery order or sales order, with full control over your invoice format and tax settings. Everything is linked automatically, so your accounts stay accurate and up to date.
5. Customer Payment
Track customer payment, whether partial or full. SQL Account also allows you to apply payments across multiple invoices and generate real-time debtor aging reports to follow up efficiently.
All-in-One Integration
Each step flows seamlessly into the next, with no need for double entry or separate tools. This ensures:
Reduced manual workload
Lower error rates
Faster turnaround
Accurate and real-time financial tracking
Final Thoughts
Whether you’re a small business or managing operations across multiple branches, SQL Account helps you stay in control of your sales cycle from start to finish. It’s not just about keeping the accounts in order — it’s about gaining clarity, improving workflow, and making confident business decisions.
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