Custom sales management and invoicing software
Quotes, orders, delivery notes, invoices, payments and reminders: the whole sales cycle in a single tool, adapted to your pricing and your habits.
- Free quote, sent promptly
- No commitment
- Agency based in Agadir
Sales management and invoicing: our approach
Quotes prepared in Word, invoices in Excel, unpaid invoices tracked from memory: this is still daily life for many SMEs in Morocco. The result: pricing errors, forgotten invoices and cash flow that is hard to forecast.
We develop sales management software that follows each sale from quote to payment: price lists per customer, discounts, conversion into an order and then an invoice in one click, payment tracking (cash, cheques, bank transfers, LCN bills of exchange) and automatic reminders. Invoices include the information required in Morocco, such as the ICE (common company identifier).
Main objective
Keep control of the sales cycle and speed up payments.
Key features
- Quotes, orders, delivery notes, invoices and credit notes
- Customer-specific prices, discounts and payment terms
- Payment tracking: cash, cheques, bank transfers and LCN
- Payment schedule, reminders and unpaid invoice report
- Mandatory information (ICE, IF, RC) and VAT rate management
- Sales rep commissions and targets
Who is it for?
- Distributors, wholesalers and traders
- Service and construction companies
- Suppliers to professional customers
- SMEs still invoicing in Word or Excel
Our 4-step method
Analysis of your processes
Workshops with your teams: workflows, documents, business rules and pain points.
Design and prototype
Screens, access rights and data validated on a clickable mock-up before development.
Module-by-module development
Gradual delivery, migration of your existing data and testing with your users.
Training and evolution
Go-live, training for each team, maintenance and new features.
From quote to payment, with no re-entry
- The sales rep creates a quote from the catalogue and the customer’s prices.
- The accepted quote becomes an order, then a delivery note that updates the stock.
- The invoice is generated from the delivery, with all the mandatory information.
- Payments are matched against invoices; overdue payments trigger reminders.
- Accounting entries are exported to your accounting software or your accountant.
Adapted to Moroccan practices
Payments by LCN or cheque with due dates, deposits, business and private customers, prices in dirhams or in foreign currencies: the software reflects your actual rules. Invoicing obligations are changing, particularly with e-invoicing: well-structured data today makes it easier to adapt to the tax administration’s new requirements.
Expected impact & ROI
Fewer invoicing errors, no forgotten unpaid invoices and more predictable cash flow.
Frequently asked questions: Sales management and invoicing
Are the invoices compliant with Moroccan regulations?
Invoices include the mandatory information: identity of the seller and of the business customer, ICE, tax identification number, continuous numbering, VAT rates and amounts. The templates are validated with your chartered accountant before go-live.
Can we track LCN bills and cheques to be cashed?
Yes: a schedule of bills, bank deposits, unpaid items and reminders, with a clear view of expected cash week by week.
Is the software linked to the accounting?
It exports sales, purchase and payment entries in the format expected by your accounting software or your accountant, to avoid any re-entry.