For Wholesalers, B2B & Agencies

Streamline Your Sales Process from Quote to Cash

Sales & Billing Module

Manage sales stages, track payments, automate billing reminders, and calculate balance dues - all in one connected system.

Free to use with any plan

Sales

+ New
Sales Pipeline
Payment Tracking
Financial Dashboards
Ready to Use
Installs in 1-Click

Who is this for?

Built for specific workflows

For B2B Wholesalers

Generate complex quotes, track multi-part shipments, and manage partial payments over time.

For Service Providers

Turn completed project milestones directly into professional invoices.

For Subscription Businesses

Track recurring retainer payments and monitor overall account health.

Powerful Features

Why businesses choose this module

Sales Pipeline

Visually track deals through different stages until they reach the Invoiced phase.

Payment Tracking

Log partial or full payments. Automatically calculate the remaining Balance Due.

Financial Dashboards

Instantly see pending payments, total revenue, and sales by stage.

Transform how you work

1

Get Paid Faster

Clear visibility into unpaid invoices and balance dues.

2

Eliminate Data Entry Errors

Payments automatically roll up into the main Sale record.

3

Sync with Inventory

Automatically deduct stock when a sale is finalized.

Module Specifications

  • Setup TimeInstant (1-Click)
  • Customizable100% Fully Flexible
  • Mobile ReadyYes, PWA Included
  • Role-Based AccessIncluded
  • Export/Import DataCSV / Excel
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Not Just Billing - A Connected System

Unlike standalone invoicing tools, Entifly connects your sales pipeline directly to the rest of your operations.

CRM
Inventory
Expense Tracking
Dashboards & Reporting

Expand Beyond Sales

Connect your sales routing with:

Frequently Asked Questions

Does it handle partial payments?

Yes, you can log multiple payments against a single invoice and automatically see the remaining Balance Due.

Can it automatically deduct inventory?

Yes, when an order is confirmed in the Billing module, it natively triggers a deduction in the Inventory module.

How do I generate an invoice?

You can generate an invoice directly from a Won Deal in the CRM, or a Completed Task in Projects, with one click.

Ready to get started?

Install the Sales & Billing Module in seconds and start organizing your business today.

Install Sales & Billing