Finance, GST & Accounting guides
Sales
Customers, quotations and sales orders - everything before the invoice.
- CustomersFinance → Sales → CustomersAdd customers in Sayl Finance once - GSTIN, billing address and GST state code - and reuse them on every quotation, sales order and invoice.
- QuotationsFinance → Sales → QuotationsCreate, send, revise and convert quotations in Sayl Finance. Track what you offered, what the customer said and what it became.
- Sales OrdersFinance → Sales → Sales OrdersRaise sales orders from an accepted quotation or directly, route them through approval, then turn them into invoices in Sayl Finance.