Sales Management From Quotation to Paid Invoice
Not every sale starts at the till. Some start as a quotation, some end as a return, and many are paid in parts. EncoderPOS keeps the whole trail on one record instead of across three.
Quotations that become invoices, not retyped ones
Send a professional quotation, and when the customer agrees, convert it to an invoice in one click. Nothing is re-entered, the prices quoted are the prices billed, and the trail from estimate to paid sale stays intact.
- Professional quotations with your own line pricing
- One-click conversion to an invoice
- Full history from estimate to payment
Returns that put the stock and the money back
A return is not a note in a book. Raising a credit note in EncoderPOS moves the stock back into inventory, reverses the revenue, and adjusts the customer's balance in one operation — which is also why returns are netted off before a product is ranked as a bestseller.
- Customer returns and credit notes
- Stock and accounts adjusted in the same step
- Returns netted off profit and product rankings
Customers you can have a real conversation with
Each customer has a ledger: what they bought, what they paid, what is outstanding and what their credit limit is. Installment plans are tracked against the same record, so the balance on the screen is the balance you can ask about.
- Customer ledgers with running balances
- Credit limits enforced at the till
- Installment plans and part payments
- Complete buying history per customer
Sales & Quotations — common questions
Can I send quotations before a sale is confirmed?
Yes. Quotations are a first-class document and convert to an invoice in one click when the customer agrees, with no re-entry.
How are customer returns handled?
A credit note moves the stock back into inventory, reverses the revenue and adjusts the customer balance in one step.
Can customers buy on credit?
Yes. Each customer has a ledger with a credit limit that is checked at the till, plus support for installment plans and part payments.
Related features
Where this matters most
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