Quotes, invoices, customers

The articles in this topic, each naming the exact screen where the action happens.

13 articles

Sales then Quotes; lines come from the catalogue of the quote entity, and sending picks a single messaging channel.

An invoice is born when the customer asks to pay, never before; created does not mean delivered.

Organisation then Commercial documents; the logo is uploaded per entity, and a second logo serves dark backgrounds.

A contact has a type (prospect, customer, supplier…); duplicates are detected and merged, and a merge can be undone.

A deal moves from stage to stage; the forecast weights each deal by its stage's probability, per currency.

An issued invoice is frozen: its accounting entry has already read it. It is corrected with a credit note; only a draft can be edited or deleted.

A credit note is always linked to an original invoice, carries a reason, and cannot exceed what remains to be credited on that invoice.

A subscription invoice covers the period starting at the due date; depending on your settings, MAYA proposes it as a draft or issues it.

An item is a product or a service, shared by the whole company or specific to one entity; without a price, it is announced as on request.

An online request is decided by a person; a slot already taken is refused, and reminders follow the entity settings.

A proposal carries the technical part; the financial part lives in the quote attached to it, which is what gets accepted and invoiced.

Each tender has its status and deadline; the AI analysis writes a summary, risks and a recommendation, which you review.

A booking that overlaps another is refused; the deposit is collected then returned, and any withholding needs a reason.