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Billing & Finance

Billing and Finance cover the transactional backbone of ZeyOS. This is where sales, purchasing, settlement, collections, and recurring billing come together.

Use This Section When You Need To​

  • Create quotes, orders, deliveries, invoices, or credit notes.
  • Process supplier-side purchasing documents.
  • Record incoming and outgoing payments.
  • Follow up overdue balances.
  • Automate recurring billing from contracts.

The Transaction Lifecycle​

ZeyOS follows a structured document flow. Understanding that flow makes it easier to move between modules:

Text
Sales side (Invoicing):
  Quote -> Order -> Delivery -> Invoice -> Credit Note
                                 ↓
                              Payment <- Collections

Purchase side (Procurement):
  Request -> Order -> Delivery -> Invoice -> Credit Note
                                  ↓
                               Payment

Recurring:
  Contract -> generates -> Invoice

Each stage creates a linked transaction, so you can trace an invoice back to its quote or a payment back to the document it settles.

Not to be confused with
  • Invoicing = sales-side documents.
  • Procurement = purchasing-side documents.
  • Payments = the money movement itself.
  • Collections = follow-up on overdue balances.
  • Contracts = recurring billing rules.
  1. Start with Invoicing or Procurement, depending on whether the process begins on the sales or purchase side.
  2. Continue with Payments to understand settlement.
  3. Add Collections where overdue balance management is part of your process.
  4. Use Contracts for recurring services and subscriptions.

Topics​

  • Invoicing - Create and manage quotes, orders, deliveries, invoices, and credit notes for customers.
  • Procurement - Manage purchase requests, orders, deliveries, invoices, and credits for suppliers.
  • Payments - Record incoming and outgoing payments and work with payment registers.
  • Collections - Monitor receivables and payables, then issue reminders or dunning notices.
  • Contracts - Define recurring agreements that generate invoices automatically.
  • Business Accounts - Billing always starts with the right customer or supplier account.
  • Inventory Management - Many billing documents reference article master data and stock movements.