A contract that bills itself
You end witha payment recorded
3 screens · about 5 min
For accounts, finance
Accounts and payments · ERPNext live demo
An unpaid invoice gets collected: a live ERPNext demo
From Sales Invoice to Payment Entry, on the real ERPNext screens of a demo company, with a guide on each step.
- No sign-up
- No card
- No account
Sales Invoice
- Company
- Mith Demo Traders
- Step
- 1 of 3
The bill: what the customer owes for the sale, posted to the books as income when it's submitted.
You end with a payment recorded3 screens · about 5 minFor Accounts, financeFits Financial services, Education, Real estate
What this flow is
Invoices go past their due date. Someone has to notice, remind the customer and match the money when it arrives.
Here the overdue invoice is plain to see, a dunning puts the reminder on record against it, and the payment is recorded against the invoice so the balance clears. ERPNext's bank reconciliation tool matches it to the statement later.
Before and after
| Without it | With it |
|---|---|
| Overdue invoices found at month end | Overdue invoices listed by age |
| Reminders sent from personal phones | A dunning puts each reminder on record |
| Payments matched to invoices by hand | The payment is set against the invoice |
| A customer's balance unclear | What's owed is current after every payment |
Screen by screen
Each step is a real ERPNext screen in the demo company. FlowMentor points at what to fill in.
Sales Invoice
The bill: what the customer owes for the sale, posted to the books as income when it's submitted.
Dunning
A formal reminder for an overdue invoice, put on record against it.
Payment Entry
Money received or paid out, set against the invoice it settles, so the balance shows what's still owed.
Inside the demo company
Mith Demo Traders, a made-up company that makes and sells kettles and toasters. It isn't GST-registered, so its documents carry no tax.
The invoice to Konkan Appliances is past its due date; you send the dunning and record the customer's bank transfer. The SMS and card or UPI payments are in MithUniverse only.
You're signed in as a demo visitor. Nothing is emailed, and what you make is removed 15 minutes after you finish.
Who uses it
And what each of them gets from it.
Accounts receivable
Knows what's overdue and who has been reminded.
Sales team
Sees a customer's dues before taking the next order.
Owner
Sees money owed by age.
A guide on every screen
FlowMentor is our guide app for ERPNext. On each screen it points at the field to fill and the button to press, one step at a time, so you can finish the flow without training. It runs on the real screens, not a video.
- One screen at a time
- Points at the field and the button
- On the real ERPNext screens
Set up for your business
The demo shows the plain flow. In a real project we set it up to how you work.
- Reminder levels, interest and fees
- Payment links by UPI or card
- Reminders by SMS, email or WhatsApp
- Credit limits that stop new orders
- Ageing reports by customer and sales person
See the whole journey
Flows that go with it
Questions about this flow
ERPNext makes the dunning; sending reminders on a schedule by email, SMS or WhatsApp is set up in a real project.
Yes. A dunning type can add interest and a fee to the reminder.
Yes, through a payment gateway connected to ERPNext, and the payment lands against the invoice. The demo records a bank transfer.
The Accounts Receivable report lists every customer's dues by age.