Quote
Prepare quotation and proforma documents within the supported B2B flow.
B2B billing and sales workflows
B2B billing software for the quotation-to-credit-note workflow
BillingVerse gives distributors, wholesalers and mixed retail businesses a connected B2B document flow from quotation and proforma through order, delivery, GST invoice, return and credit note.
Quotation to orderDelivery to invoiceReturn to credit note
Connected by designFocused work, shared context
What the workflow connects
Keep each commercial document in the same customer workflow.
B2B work becomes easier to review when each stage has a clear purpose and the related stock and accounting context can be followed.
Order
Move the accepted commercial intent into an order workflow.
Deliver and invoice
Record delivery and GST-invoice stages supported by the operation.
Return and credit
Manage return and credit-note workflows without separating them from the document chain.
Connected workflow
From commercial intent to the final adjustment
Follow the supported document sequence and confirm the rules your business applies at each transition.
- 01
Prepare the proposal
Use quotation or proforma documents for the relevant customer conversation.
- 02
Confirm the order
Create the B2B order and validate products, quantities and customer context.
- 03
Deliver and invoice
Use the supported delivery and GST-invoice workflows.
- 04
Handle exceptions
Record returns and credit notes while reviewing downstream stock and account context.
What BillingVerse supports
Review the workflow, then test it with your business details.
Quotation
Start the B2B commercial workflow with a supported quotation.
Proforma
Use a proforma stage where it fits the process.
Order
Record the customer order before fulfilment.
Delivery
Manage the supported delivery-document workflow.
GST invoice
Create tax-aware invoices with GSTIN and printable document support.
Return and credit note
Record the supported adjustment workflow after the original transaction.
Strong fit when
Your team needs a visible document chain for B2B sales.
- Quotation and proforma stages matter before order
- Delivery and invoicing must remain connected
- Returns and credit notes are part of the commercial process
- Inventory and accounting context should be reviewable
Requirements to discuss
Confirm credit, fulfilment and integration expectations.
- ?EDI, marketplaces and customer portals
- ?Credit insurance and automated credit decisions
- ?Logistics, carrier and proof-of-delivery integrations
- ?WhatsApp automation, campaigns and delivery monitoring
Let’s discuss EDI, marketplaces, credit insurance and logistics integrations to confirm what your B2B workflow requires.
Prepare the walkthrough
Bring one real B2B document chain.
Use the stages, exception rules and reports your sales team actually needs.
Ask the team to show:
- Quotation or proforma
- Order confirmation
- Delivery and invoice
- Return and credit-note scenario
- Inventory and receivable context
Questions to resolve
Clarify the fit before rollout.
Which B2B documents does BillingVerse support?+
BillingVerse supports quotation, proforma, order, delivery, GST invoice, return and credit-note workflows.
Can B2B documents connect to inventory and accounts?+
BillingVerse is designed to connect supported operational transactions with inventory and accounting records. Validate the exact timing and entry flow during the demo.
Can supported documents be shared through WhatsApp?+
Supported B2B sales documents can be shared through WhatsApp. Discuss WhatsApp Business API, campaign and delivery requirements with our team.
Does BillingVerse include EDI or logistics integrations?+
Let’s review your EDI, marketplace, credit-insurance and logistics requirements during the demo.
Evaluate the real workflow
Follow your customer order from quote to adjustment.
Bring one B2B document chain to a guided BillingVerse walkthrough.