Learn how WorkVell CRM handles the full order-to-cash cycle: from deal close to invoice to payment matching.
WorkVell CRM supports the full order-to-cash cycle. This guide walks through deal conversion, order registration, invoice generation, and payment reconciliation.
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Registering and Managing Customers
Add customers to the master record and link deals, quotes, and orders to them.
Creating and Sending Quotations
Create a quotation for a customer, export it as PDF, and send it.
Setting Up Deal Stages and Managing the Sales Pipeline
Track deals by stage from first contact to close and use pipeline data for revenue forecasting.
Registering and Managing Customers
Add customers to the master record and link deals, quotes, and orders to them.
Creating and Sending Quotations
Create a quotation for a customer, export it as PDF, and send it.
Using the Sales Pipeline and Deal Management
Track deals through stages on a Kanban board and auto-generate weighted revenue forecasts.
Using Quotation Templates
Register reusable item sets as quotation templates to speed up quote creation.
Using the Sales Pipeline and Deal Management
Track deals through stages on a Kanban board and auto-generate weighted revenue forecasts.
Sales Reports: How to Read and Use Them
WorkVell CRM provides sales performance reports including pipeline analysis, win rates, and revenue forecasts. Learn how to read and act on these reports.
Receiving Invoices, 3-Way Matching, and Payment Authorization
Register supplier invoices in WorkVell, match against POs and receipts, and authorize payment.
Payroll Cutoff and Payment Date Configuration
How to configure payroll calculation periods and payment dates.
Purchase Request to Purchase Order Workflow
Manage the full process from employee purchase request, through approval, to issuing a purchase order.
Invoice System Compliance for Expenses
How the invoice (qualified tax invoice) system affects expense claim processing.
