O2CSales and receivables

Prove you delivered exactly what was ordered.

Customer order, proof of delivery, their goods receipt and your sales invoice reconciled into one outcome. Credit limits and credit holds are enforced when an invoice is approved.

Request a pilot What it does not do yet

What it does

Built to produce a verdict, not a to-do list.

Customer order, proof of delivery, customer goods receipt and sales invoice reconciled into one outcome
Credit limits and credit holds enforced when an invoice is approved, with override reserved for senior roles
An overdue-balance and ageing report per customer, computed live from the ledger

app.docinflow.ai

Order-to-Cash in DocInflow

What it actually does, step by step.

Each stage below is a real part of the product, not a category. The counts come from the configuration the product ships with.

verdicts on a sales flow — cleared, review, hold

ageing buckets, against an as-of date you choose

columns diffed before and after on every sales-document change

Reconcile against the customer's own paperwork

Sales documents auto-link to the customer's purchase order by its number
Delivery proof and their goods receipt also link to your invoice
Lines matched by item code, falling back to a normalised description
Quantity exact, price and line total within two per cent, tax-aware

Judge it as a sales flow, not a purchase one

Cleared, review or hold — because you have already shipped
Your customer name is compared against the buyer name on their order
The narrative is written for collections, tagged matched, conflict or action
A conflict only survives a re-run if that exact field still disagrees

Raise the sale

Proof of delivery is a first-class document — carrier, vehicle, LR number, received by
Picking the customer order resolves the customer by GSTIN, then by name
Approving books receivable, revenue and the output tax split
Voiding reverses the entry and is refused once a payment has been applied

Gate it on credit

The check runs at approval, never at draft
A hold refuses by name; a limit is tested against projected exposure
The message names the projected figure and the limit it broke
Override sits behind its own permission, not general approval rights

Chase what is owed

Current, 1–30, 31–60, 61–90 and 90+, against a date you pick
A statement of account with a carried opening balance and a running total
Overdue grouped by customer, worst first, oldest invoice first
A prefilled reminder listing each invoice, its due date and days overdue

Bill the repeat business

Weekly, monthly, quarterly or yearly, until an optional end date
The 31st advances to 28 or 29 February rather than an invalid date
Generated as a draft, never as an approved document
You stay in control of when each run goes out

Reconcile against the customer's own paperwork

Sales documents auto-link to the customer's purchase order by its number
Delivery proof and their goods receipt also link to your invoice
Lines matched by item code, falling back to a normalised description
Quantity exact, price and line total within two per cent, tax-aware

Judge it as a sales flow, not a purchase one

Cleared, review or hold — because you have already shipped
Your customer name is compared against the buyer name on their order
The narrative is written for collections, tagged matched, conflict or action
A conflict only survives a re-run if that exact field still disagrees

Raise the sale

Proof of delivery is a first-class document — carrier, vehicle, LR number, received by
Picking the customer order resolves the customer by GSTIN, then by name
Approving books receivable, revenue and the output tax split
Voiding reverses the entry and is refused once a payment has been applied

Gate it on credit

The check runs at approval, never at draft
A hold refuses by name; a limit is tested against projected exposure
The message names the projected figure and the limit it broke
Override sits behind its own permission, not general approval rights

Chase what is owed

Current, 1–30, 31–60, 61–90 and 90+, against a date you pick
A statement of account with a carried opening balance and a running total
Overdue grouped by customer, worst first, oldest invoice first
A prefilled reminder listing each invoice, its due date and days overdue

Bill the repeat business

Weekly, monthly, quarterly or yearly, until an optional end date
The 31st advances to 28 or 29 February rather than an invalid date
Generated as a draft, never as an approved document
You stay in control of when each run goes out

Scroll sideways for the rest of the flow.

A delivery you cannot prove is one you may be asked to make twice.

The order, the delivery note, their goods receipt and your invoice usually live in four places. The dispute arrives months later.

Core capabilities

Strengthen your receivables end to end

Prove the delivery before the dispute arrives

Your sales documents auto-link to the customer's purchase order by the number it carries, and delivery proof and their goods receipt link to your invoice. Lines match on item code, falling back to a normalised description, with quantity exact and price within two per cent.

└─A dispute is answered from one reconciled record, not four systems
└─Your customer name is compared against the buyer name on their order
└─Delivery proof carries the carrier, vehicle and LR number that prove it

Built for the question you have after you have shipped

A sales flow gets its own verdict vocabulary — cleared, review or hold — because the goods have already shipped and the question is dispute risk rather than whether to pay. The narrative is written for collections and tagged matched, conflict or action.

└─The verdict answers the question you actually have at this point
└─A conflict only survives a re-run if that exact field still disagrees
└─Collections reads a summary written for them, not for an approver

The credit limit that actually stops something

The credit check runs at approval and never at draft, and is enforced identically on a one-click approve and on the last step of a chain — so routing an invoice through a chain is not a way around it. A limit is tested against projected exposure, not last month's balance.

└─The refusal names the projected figure and the limit it broke
└─A customer on hold is refused by name, whatever the amount
└─Override sits behind its own permission, not general approval rights

One conversation per customer, not one per invoice

Ageing opens balances into five buckets against an as-of date you choose. Overdue work is grouped by customer, worst first and oldest invoice first, with a prefilled reminder listing each invoice number, due date, days overdue and amount.

└─One conversation per customer instead of one per invoice
└─A statement of account carries an opening balance and a running total
└─The same period always renders the same statement

How the check works

The documents, and what is compared between them.

What changes

The difference is where the check happens.

Typical practice

A customer disputes a delivery months later. Reconstructing what was ordered, dispatched and received means digging through email and courier receipts.

With DocInflow

All four documents already sit on one reconciled record with an outcome, so the answer is retrieved rather than rebuilt.

Typical practice

Credit exposure lives in a spreadsheet or in one person's judgement, and a risky order is caught only if that person is in the room.

With DocInflow

The limit and the hold are enforced by the system at approval, and an override is a deliberate, attributed senior decision.

Not built yet — said plainly

Sending and scheduling the reminder from inside the product — today the report hands off to your email
Automatic detection that a customer has paid

We publish what is not built yet because you will find it in the first ten minutes of a trial anyway — and because a vendor who tells you the boundary is the one worth believing about everything inside it.

The rest of the platform

It is one system underneath.

Same document layer, same control model, same audit trail — which is why a price agreed in a contract can be checked on an invoice and land in the ledger without leaving the product.

CLM

Contracts

The rate card becomes a control, not a filed document.

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P2P

Procure-to-Pay

Order, receipt and invoice matched line by line.

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EXIM

Trade Finance

Letters of credit examined before a bank sees them.

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R2R

Accounting

A real double-entry ledger, not a reporting layer.

Explore

Run it on your own documents.

A pilot runs on your paperwork, not a sample file. Send a real set — a purchase order with its invoice, or a letter of credit with its proforma invoice — and we will run the checks on it.

Request a pilot