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From quotation to cash

How a sale flows through the system and posts itself to your accounts.

📘 User Guide

A sale moves through Corevia in a straight line, and each step carries the previous one forward so nothing is typed twice.

It often begins in CRM as a lead. When the lead is qualified you convert it to a customer, then raise a sales order and finally a sales invoice. The invoice is the accounting event: it debits Accounts Receivable and credits your income account, and if the items are stocked it also relieves inventory.

When the customer pays, record a Receipt and allocate it against the invoice. The invoice moves to partial or paid on its own, and the receipt posts a balanced voucher debiting cash or bank and crediting Accounts Receivable.

Because each step posts its own voucher, your Trial Balance, Profit & Loss and Balance Sheet are always current — there is no month-end batch to run, and no reconciliation between a sales ledger and the general ledger, because there is only one ledger.

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