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Part 4: Invoice faster, get paid quicker, chase less. ERP Go creates invoices from orders, tracks unpaid accounts and lets customers pay instantly by link or card.
Back to the White Papers
ERP Go simplifies invoicing, improves cash flow visibility and helps trade and distribution businesses get paid faster with less manual effort.
Invoicing and getting paid
For trade and distribution business owners, the gap between completing an order and getting paid for it is often bigger than it needs to be. Invoices go out late because raising them is a manual process. Customers dispute amounts because pricing and delivery information isn’t properly connected. And chasing outstanding payments becomes a weekly task that eats into time that should be spent on the business, especially during busy periods when it becomes a manual and time-consuming process.
ERP Go connects the entire invoicing and payments process within a single system. Invoices are created directly from confirmed orders, sent in bulk, and tracked through real-time dashboards that make it immediately clear what’s been paid, what’s outstanding and what’s overdue.
I send invoices out late and then have to chase customers who say they have never received them.”
How ERP Go helps: ERP Go creates invoices directly from confirmed sales orders and enables bulk email sending with automatic attachments. Unpaid and overdue invoice dashboards give you an immediate view of what’s outstanding, so chasing payments becomes timely and targeted rather than reactive.
My customers get invoiced for the wrong amounts, and it always causes disputes.”
How ERP Go helps: As pricing, delivery and invoicing are all managed within ERP Go, invoices are generated from confirmed orders with the correct prices already applied. Billing errors are significantly reduced because the system handles the connection between what was ordered, what was delivered and what gets charged.
My customers want to pay by card or bank transfer.”
How ERP Go helps: ERP Go integrates with Klipboard Money, giving customers a straightforward way to pay by link, or card directly from their invoice, with no separate payment provider required. Payments are automatically reconciled against the relevant invoice in real time, removing manual matching entirely.
ERP Go Key Capabilities
Invoices created directly from sales orders.
Unpaid and overdue invoice dashboards.
Automatic payment reconciliation in real time.
Draft invoices and invoice batches.
Bulk invoice runs with email and CSV export.
Klipboard Money: pay by link and card.
Credit notes and quick credit against invoices.
Accounting sync: Xero, QuickBooks, Sage, Exact.
Invoices raised and sent faster, directly from confirmed orders.
Fewer billing disputes thanks to connected pricing and delivery data.
Customers able to pay immediately by link, QR code or card.
A real-time view of what’s been paid, what’s outstanding and what’s overdue.
Tired of chasing payments and juggling spreadsheets? Klipboard Money connects payments directly to your business, so you can reduce admin, get paid faster, and always know exactly where your money stands. Watch our short video to learn more:
PART 5: DELIVERIES & PROOF OF DELIVERY
Part 2: Replace spreadsheets with cloud-based ERP software for inventory, orders, and invoicing. Manage your business in one connected system with...
Part 3: Know where you're making money. ERP Go provides full visibility of cost margin at every level of the business; by order, line, customer, & by...
Part 1: Inventory Control: Always know what's in stock. Get real-time visibility of stock levels, committed quantities, and backorders.
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