PL ProfitLensGCC ERP by Somar
ERP & SolutionsFinance, Procurement & Core ERPCustomer Invoices & Collections
Finance, Procurement & Core ERP

Customer Invoices & Collections

Operate accounts receivable across invoices, receipts, advances, allocations, statements, online payment sync, review, and correction.

Open guide All modules
LiveERPGCC

Capabilities

  • Search a customer and review AR, credit, advances, and net position
  • Filter invoices by payment, source, and delivery proof
  • Add a controlled manual invoice
  • Auto-allocate a payment or record an advance
  • Create and send account statements
  • Reconcile balances and sync online payments
  • Review, correct, reverse, and reissue supported transactions

How it works inside the ERP

  1. Search a customer and review AR, credit, advances, and net position
  2. Filter invoices by payment, source, and delivery proof
  3. Add a controlled manual invoice
  4. Auto-allocate a payment or record an advance
  5. Create and send account statements
  6. Reconcile balances and sync online payments
  7. Review, correct, reverse, and reissue supported transactions

Workflows

Workflows

Quotation to Cash

A connected commercial path from customer and price context to delivery, invoicing, collection, and accounting.

Open guide → Workflows

Create and Collect a Manual Customer Invoice

Use the receivables workspace for authorized invoices that do not originate from a sales order or dental-lab posting.

Open guide → Workflows

B2B Portal Order to Delivery

Extend controlled ordering to approved customers, then fulfill through the same ERP stock, warehouse, dispatch, invoice, and payment chain.

Open guide → Workflows

Receivables Follow-up & Collection

Separate relationship follow-up, field activity, promises, claims, and finance posting while keeping one customer context.

Open guide → Workflows

Maintenance Ticket to Service Billing

Connect service intake, installed asset, scheduling, field visit, resolution, draft approval, official invoice, and collection.

Open guide → Workflows

Dental Case Intake to Invoice

A dedicated lab path from clinic request and intake through configurable production, materials, quality, delivery, revision policy, and receivables.

Open guide →

Important scope note

Invoice issuance and corrections may be gated by source, status, role, tax profile, and e-invoicing mode.

Product evidence

This description was reviewed against user-visible interfaces and behavior in:

  • public/modules/finance-collections/view.html
  • public/modules/finance-collections/logic.js
  • public/modules/collection-payment-correction.js