Invoices to collections. Finance insync with your sales
Sales OS Finance connects your sales orders to invoicing, payment tracking, credit control, and receivables management — so your finance team never operates in the dark.
Invoicing
Auto from sales orders
Payment tracking
Real-time receivables
Credit control
Limit monitoring
Aging analysis
30/60/90+ day view
How It Works
From order to collection. Finance with complete control.
Every sale flows into finance with structured invoicing, tracking, and collection workflows.
Order Received
Sales order triggers the finance workflow. Order details, value, and payment terms are available instantly.
Invoice Generation
Proforma or tax invoice generated from the order. Sent to customer with payment terms and due dates.
Payment Follow-Up
Automated payment follow-ups triggered based on due date. Track outstanding amounts, aging, and customer communication.
Payment Collection
Record payments against invoices — partial, full, or adjusted. Auto-reconcile with bank entries.
Credit Control
Real-time credit limit monitoring. Block or flag orders for customers exceeding credit limits or overdue payments.
Receivables Dashboard
Complete view of outstanding receivables — by customer, aging bucket, due date, and collection probability.
Core Capabilities
Everything you need to manage sales finance.
Purpose-built for SMEs that want structured invoicing, collection, and credit control.
Invoice Management
Generate proforma invoices, tax invoices, and credit notes. Track invoice status, revisions, and customer acknowledgements in one place.
Payment Tracking
Record and track payments against invoices. Handle partial payments, adjustments, TDS deductions, and reconciliation with ease.
Receivables Aging
See outstanding amounts by aging buckets — current, 30+, 60+, 90+ days. Identify at-risk receivables before they become bad debts.
Credit Limit Control
Set and monitor credit limits per customer. Auto-block or flag orders when limits are exceeded. Protect your cash flow.
GST & Tax Compliance
Auto-calculate GST on invoices. Generate GST reports, track input credit, and stay compliant without manual calculations.
Tally / Busy Integration
Works alongside your existing accounting system. No double entry. Finance data flows seamlessly between Sales OS and Tally or Busy.
Benefits
What your team gains with Sales OS Finance.
Real outcomes that improve collections, control, and cash flow.
Faster Collections
Automated payment follow-ups and aging visibility help you collect receivables faster and reduce DSO.
Better Credit Control
Real-time credit monitoring prevents over-exposure. Stop shipping to customers who have exceeded limits.
Complete Receivables Visibility
Know exactly who owes what, for how long, and the probability of collection. No more surprises.
Reduced DSO
Structured follow-up workflows and escalation matrices bring down your days sales outstanding measurably.
No Double Entry
Seamlessly works with Tally or Busy. Enter data once and it flows across systems without duplication.
Cash Flow Predictability
With real-time receivables data and aging analysis, forecast cash flows with confidence.
Signature Capability
Track, follow-up, collect. All in one place.
Knowbuild turns receivables aging, payment commitments, approvals, and collection action into one live finance command center.
- See every due amount by aging bucket in real time
- Run disciplined collections with reminders and follow-ups
- Control approvals and credit exposure before risk grows
- Plan cash flow with better visibility into inflows and outflows
Receivables Aging
Overdue Follow-ups
42 active accounts need action
Promised Payments
18 commitments due this week
Credit Review
7 customers near exposure limit
Ready to connect finance to your sales pipeline?
Stop managing invoices and receivables in isolation. Get a finance module that flows directly from your sales orders with structured collection and credit control.
