01
Connected sales flow
Move a customer-approved quotation into an active sales order and continue through invoicing without duplicate data entry.
Sales workflow control
Revenue Automation
Connect quotations, sales orders, invoices, and receipts in one traceable revenue workflow with clean tax and withholding records.
Capabilities
4 workflows
Operating sequence
4 steps
Buyer checks
3 evidence points
Core capabilities
Built around your existing Flow Ledger Pro workflows
Each capability is designed to keep the operational action and the accounting consequence connected.
02
Payment term control
Use configured payment terms to support consistent due-date generation across sales documents.
03
Localized sales tax
Apply regional sales tax profiles as part of the transaction workflow and keep the resulting records connected.
04
Withholding visibility
Process withholding logs cleanly alongside the revenue transaction trail.
Operational value
Clearer control across every transaction
- 1Fewer repeated entries between sales documents
- 2A clearer path from quotation to collected revenue
- 3Transaction records that remain connected to the general ledger
Disconnected sales records create avoidable review work
When quotations, orders, invoices, receipts, and ledger entries are maintained separately, users have to re-enter details and reconstruct the transaction history during collection or month-end review.
Illustrative $1,000 service sale
A customer-approved quotation moves to an order, then an invoice. The user reviews the configured tax and withholding values, posts the receivable and revenue accounts, and records the receipt when payment arrives. Amounts and account mappings are illustrative.
Who it is for
Sales operators, accountants, and business owners who need a connected record from customer quote through collection.
What users enter
- • Customer and payment terms
- • Products or services and quantities
- • Configured taxes and withholding fields
What users review
- • Document status and customer balance
- • Tax and withholding values
- • Receivable, revenue, and receipt ledger context
Dependencies to confirm
- • Approved account mappings
- • Configured customer and item records
- • Plan-specific document and user limits
How the workflow works
From action to accounting record
A concrete sequence makes it easier to evaluate where this module fits in your operating process.
- 01
Quotation
Start with the customer request, commercial terms, and applicable tax settings.
- 02
Sales order
Carry approved line items and payment terms into the order record.
- 03
Invoice
Create the receivable document and review the resulting tax and withholding values.
- 04
Receipt
Record collection and keep the transaction trail connected to its ledger entries.
Product evidence
What to verify in a product walkthrough
The examples below describe the evidence a buyer should be able to inspect in the product. Demo values are illustrative and are not customer results.
| Illustrative invoice | $1,000 service invoiceExample value only; use an approved product walkthrough to confirm the live layout. |
|---|---|
| Ledger check | Debit receivable / credit revenueConfirm the exact account mapping and tax postings for your edition and jurisdiction. |
| Exceptions | Partial payment, credit note, approval scopeThese behaviors require product-owner confirmation before being promised. |
Scope and limitations
Clear boundaries build trust
- Tax rates, withholding treatment, and filing obligations depend on the configured jurisdiction and are not legal or tax advice.
- The page documents the workflow concept; current approval roles, credit-note rules, and partial-payment behavior must be verified in the product.
- Pricing and transaction-volume allowances are plan-specific; see the pricing page before evaluating capacity.
Buyer questions
Frequently asked questions
Review the practical details, setup requirements, and boundaries that matter before adopting this workflow.
The intended workflow connects quotation, sales order, invoice, and receipt records. Confirm which transitions are automatic or approval-gated in your account.
These are important commercial exceptions to test during a walkthrough. They are not represented as universal guarantees on this page.
Approved sales activity is designed to remain connected to the ledger. Confirm the exact account mapping, tax treatment, and posting timing for your configuration.