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Finance Management: From Quote to Collection in One Flow

The quote your sales team sends and the collection your accountants chase are parts of the same chain. Integrion makes that chain visible on a single record.

Why Finance Management Matters

A sale closes but the money does not arrive, and nobody notices in time. The problem is usually that sales data and finance data live in different systems.

In Integrion, a deal's quote, order, invoice and collection status are linked. Sales, operations and finance look at the same number.

Key Features

Finance Management Capabilities

Quote and Proforma PDF

Create quotes and proforma invoices as PDFs; currency and exchange-rate details appear on the document.

Quote → Order → Invoice

An accepted quote becomes an order, and an order becomes an invoice; data is not re-entered.

e-Invoice

Issue official e-invoices through NES. On foreign-currency invoices the exchange rate is written to the document.

Collection Status

If you are connected to an ERP, payment status and remaining amount update automatically.

Overdue Invoice Alerts

Set up an automation that creates a task or notification per customer for overdue invoices.

Deal Finance Summary

See a deal's sold, ordered, invoiced and collected amounts at a glance.

How Does the Finance Flow Work?

  • A quote is prepared for the deal and sent to the customer as a PDF.
  • When the quote is accepted an order is created, and the order is converted to an invoice.
  • The invoice is sent as an e-invoice through NES, or passed to the ERP through Logo İşbaşı.
  • When payment is recorded in the ERP, collection status updates in the CRM, and an automation alerts you on overdue invoices.
FAQ

Frequently Asked Questions

No. The accounting record stays in your ERP or accounting software. Integrion joins the sales, order, invoice and collection process with operations.

Yes. Quotes and invoices are prepared with a chosen currency, and the exchange rate is written to foreign-currency invoices.

There is a NES integration for official e-invoices. Invoices can also be passed on through Paraşüt and Logo İşbaşı.

Set up an automation that creates a task or notification per customer for invoices overdue by a number of days you choose.

No, by default. Automatic e-invoicing only works if you deliberately turn it on in Settings.

Other modules:

CRM Software ERP Integration Project Management

More on the blog: Business Intelligence · Operational Excellence

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