Sales and invoicing software with quotations, EMI and party ledgers
Quotations, sales orders, deliveries and invoices in one chain, with EMI plans, returns, coupons and payments that update the customer party ledger and the books automatically.
Screens in this module
- Direct Invoice
- Quotation
- Order
- Delivery
- All Invoices
- Return
- Return Policies
- Payment
- Customer Debit
- Refund
- Coupon
- Invoice Templates
- EMI Templates
- Dashboard
Where this matters most
SORS ERP sales follows the way trade actually happens in Bangladesh: a quotation goes out, becomes a sales order, ships as a delivery and is billed as an invoice, or a walk-in customer gets a direct invoice in one screen. Each document carries the same items, prices and taxes forward, so nothing is retyped and the customer party ledger is always current.
Payment is rarely one clean transfer. Customers pay part cash, part bKash, part later, and electronics buyers want bank EMI. SORS ERP records multiple payments per invoice by method, tracks dues per customer, supports batch payments across invoices and holds EMI templates with per-bank tenures so counter staff can quote the monthly instalment without a calculator.
Behind every invoice the ERP deducts stock from the right warehouse and posts the journal entry, using the same account mapping rules as the rest of the system. Returns follow return policies, refunds and customer debits are recorded, and a sales dashboard shows what sold, who owes and who collected.
How it works
From quotation to party ledger
- Quotation, sent to buyer
- Sales order, confirmed
- Delivery, stock deducted
- Invoice, EMI optional
- Payment, cash, MFS, bank
- Party ledger, dues updated
What is included
- Quotation to order to invoice
- Create a quotation, convert it to a sales order when the customer confirms, record the delivery and bill the invoice from the same chain. Each step keeps the items, prices, discounts and VAT of the last.
- Direct invoice for walk-ins
- For counter sales that do not need an order, raise a direct invoice with items, serial numbers where relevant, discounts and payment in a single screen. Print it or save it as a PDF immediately.
- Multiple payments per invoice
- Record cash, bank transfer, cheque, card and MFS payments such as bKash or Nagad against one invoice, in any combination and on different dates. Dues are visible per invoice and per customer.
- Bank EMI templates
- Set up EMI templates per bank with tenures in months, interest rate or type and processing fee. Staff pick the plan on the invoice, and the storefront shows the same EMI options to online buyers.
- Returns and return policies
- Define return policies by days and condition, process sales returns against the original invoice, and settle with a refund or a customer debit. Stock and accounting entries are reversed automatically.
- Batch payments and due collection
- Take one payment and spread it across several open invoices for the same customer. Outstanding balances and aged receivables show who needs a call, and payment reminder SMS templates live in the SMS module.
- Party ledger and customer debit
- Every invoice, payment, return and refund lands in the customer party ledger, so a dispute over a due amount is settled by opening one page. Customer debits handle charges outside a normal invoice.
- Coupons and invoice templates
- Issue coupon codes with limits and validity, apply them at invoice time and see redemptions. Choose an invoice template so the printed challan carries your business details and terms.
- Stock and accounting update
- Invoicing deducts stock from the selling warehouse and posts the sales, VAT and receivable journals through account mapping rules. Cancel or return an invoice and the entries reverse with an audit trail.
- Courier hand-off
- Push a sales order to Steadfast, Pathao or Paperfly from the order screen and sync the delivery status back, so COD parcels and their collections are tracked against the invoice.
In Bangladesh
Electronics and appliance retail in Bangladesh runs on bank EMI. A customer at a Multiplan Center shop asks what a laptop costs per month on a specific bank card over six or twelve months. SORS ERP stores EMI templates per bank with tenures and fees, shows them on the invoice and on your online store, and keeps the arrangement visible on the customer record.
Payment mixes are the norm: cash for part, a bKash send-money for part, and the rest due after delivery. Each payment is recorded by method with its reference so the bKash transaction ID is on file. There is no direct bKash merchant API yet; online collections run through SSLCommerz, and counter and phone-order payments are recorded by staff.
Invoices print from the browser or export as PDF, and the accounting module can generate the matching Mushak 6.3 for a sale. Item names and customer addresses can be stored in Bangla, and the SMS module handles Bangla Unicode messages for order and payment templates.
Frequently asked questions
Can I convert a quotation into an invoice?
Yes. A quotation converts to a sales order with one action, the order can be delivered and billed, and the invoice inherits every line, discount and tax. For walk-in customers you can skip the chain and raise a direct invoice.
Does it support bank EMI on invoices?
Yes. EMI templates hold each bank tenure in months, interest rate or type and processing fee. Staff pick the plan on the invoice, and the same templates power the EMI display on your online store. The bank still approves the card transaction; the ERP records the arrangement.
How do I record a bKash payment against an invoice?
Add a payment to the invoice, choose the MFS payment method such as bKash and enter the amount and transaction reference. Several payments by different methods can sit on one invoice. There is no direct bKash merchant API integration yet, so counter payments are recorded by staff; online payments arrive through SSLCommerz.
Can I see how much each customer owes?
Yes. The party ledger lists every invoice, payment, return and refund for a customer with a running balance, and outstanding balances and aged receivables show dues across all customers. Batch payments let you settle several invoices at once.
Does an invoice update stock and accounts automatically?
Yes. Issuing an invoice deducts stock from the selling warehouse and posts the sales, VAT and receivable entries through account mapping rules you control. Returns and cancellations reverse those entries and are recorded in the audit log.
Can I customise the printed invoice?
Invoice templates let you choose the layout and add your business details and terms. Invoices print from the browser or export as PDF, and the accounting module can generate the matching Mushak 6.3 for a sale.
See Sales & Invoicing on your own data
A 30-minute demo in Bangla or English, with your products, your VAT setup and your questions.