Visibility into sales and customer receipts
Customer Management in PriTo brings together sales documents, receivables, and receipts, linked to inventory, sales orders, and financial accounting. Teams can track amounts due and the financial relationship with each customer.
Invoices, due dates, and balances
Issue and manage customer invoices and track receivables, payment terms, and balances. Depending on the implemented workflows, invoicing can be automated to reduce repetitive document preparation.
Partial receipts, advances, and offsets
Manage partial receipts, advances, and offsets while maintaining consistent settlement records. Tracking these transactions helps teams identify outstanding amounts and coordinate customer finances.
Control over commercial terms
Manage trade credit limits and discount policies. Warnings about commercial terms and transaction profitability support transaction checks, while overdue payment notifications help track delays.
RO e-Factura and RO e-Transport
The module integrates with RO e-Factura and RO e-Transport within commercial workflows managed by PriTo. Sales documents remain linked to stock operations, orders, and financial accounting records.
Financial forecasts and receivables analysis
Define estimated receipt dates without changing original contractual due dates for financial forecasting. Reports track receivables, ageing balances, receipts, and the financial position of customer relationships.