Stop tracking distributor customers and collections in Excel.

Customer groups, credit terms, and collection tracking in one place.

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Current process and Invoism
CurrentWith Invoism
Customer list in ExcelCustomer groups
Credit terms in a notebookCredit terms
Order on WhatsAppQuotation
Invoice somewhere elseInvoice
Collections in a spreadsheetPayment
Chase the balanceOutstanding

The process

  1. Customer group
  2. Quotation
  3. Invoice
  4. Credit terms
  5. Outstanding
  6. Collection

From quotation to payment. One connected workflow.