From quote to cash, without the handoffs
Take every deal from quote to cash — quotes, orders, fulfillment, invoices, and collections in one connected flow.
Everything Sales & Order-to-Cash handles
Quotes that become orders
Turn an approved quote into a confirmed sales order in one step — line items, pricing, and customer detail carry straight through, no re-keying.
End-to-end order lifecycle
Every order moves through a tracked lifecycle — draft, confirmed, in progress, shipped, delivered, completed — with payment and invoice status followed independently.
Pick, pack, and ship
Fulfill orders with picking, packing, wave management, and carrier shipping built in — then report on fill rates and fulfillment performance.
Multi-currency invoicing to the GL
Raise a customer invoice in any currency; LedgerQ translates it to your base currency and posts a balanced double-entry journal automatically.
Payments, returns, and credit memos
Apply customer payments with FX gain/loss handled, process sales returns, and issue credit memos — each flows through to the ledger, no manual journal.
AR aging and collections insight
See exactly what’s owed and how overdue with AR aging summaries, customer payment reporting, and AR-to-GL reconciliation that keeps subledger and ledger in agreement.
From action to ledger, in four steps
- 1Quote
Build and send a quote; when the customer accepts, convert it to a sales order without re-entering a thing.
- 2Fulfill
Confirm the order, then pick, pack, and ship it — order status updates as goods move.
- 3Invoice
Generate the customer invoice in the order’s currency; LedgerQ translates to base currency and posts the journal automatically.
- 4Collect
Record the payment against the invoice, watch it clear on the AR aging report, and reconcile AR to the GL.
Real screens, real data
What you get
- One connected flow from quote to cash — no spreadsheets between steps.
- Every invoice and payment posts a balanced GL entry automatically.
- True multi-currency: sell in CAD, USD, or any currency and report in your base.
- Always know what’s owed with live AR aging and collections reporting.
- Ask Sebee, your AI CFO, “who owes us the most past 60 days?” and get an answer from your real ledger.
Frequently asked questions
Can I invoice in any currency?
Yes. Raise a customer invoice in any currency; LedgerQ translates it to your base currency and posts a balanced double-entry journal automatically — you sell in CAD, USD, or any currency and report in your base.
How does an order move from quote to cash?
One connected flow, no re-keying: convert an approved quote to a sales order, pick, pack, and ship it, generate the invoice in the order’s currency, then record the payment against it and watch it clear on AR aging.
How do I see what customers owe?
AR aging summaries and customer payment reporting show exactly what’s owed and how overdue, with AR-to-GL reconciliation that keeps the subledger and ledger in agreement.
How are returns and credit memos handled?
Apply customer payments with FX gain/loss handled, process sales returns, and issue credit memos — each flows through to the ledger, with no manual journal.