Sales
Turn customer conversations into branded quotes and invoices, then track payments received.
What it solves
Turn customer conversations into branded quotes and invoices, then track payments received.
Key capabilities
- Customers and contacts
- Products & Services shared with Inventory
- Quotes, invoices and manual payment records
- Seller details, logo and branded PDFs
- Optional secondary-currency display on quotes and invoices
- Customer 360, explicit partial deliveries/returns and optional base-currency Accounting posting with matching active apps and enabled workflows.
Typical workflow
- Customer
- Quote
- Issue and accept
- Convert to invoice
- Partial payment
- Paid
Worked example
Fictional Cedar Studio creates a quote for two consulting sessions. After acceptance, convert it to an invoice. Record a partial payment, then the remaining amount; the invoice reflects the balance. Display-only fictional Lebanon example: primary USD, secondary LBP, 1 USD = 89,500 LBP, rate date 17 October 2026. USD 2,220.00 has an equivalent total of LBP 198,690,000. This is an example rate chosen by the company, not a live or official exchange rate. Equivalent-only invoices accept USD only. To accept LBP, choose Accepted payment currency before issuing the invoice. For a fictional USD 632.70 invoice at 89,500, the payment options show USD 632.70 or LBP 56,626,650. Record USD 200, then LBP 17,900,000 (USD 200 applied), then use the full remaining secondary balance to settle exactly. CedraStack records receipts manually; it does not process funds.
Related modules
Shared records and explicit handoffs keep work connected. Each module still requires its own access and permissions.
Current platform notes
- Payment records document money received; CedraStack does not collect your customer payments.
- Explicit stock fulfillment needs Sales + Inventory and an enabled workflow. Eligible invoice/payment posting needs Sales + Accounting, configured mappings and an open period; standalone Sales remains usable.
Company-based pricing
USD base pricing is per company, not per user account. Payroll adds monthly active-Employee usage above its allowance. Eligible companies can purchase Payroll; other offers remain by agreement.
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