BORG Sales CRM's Tax Invoice & Proforma Invoice feature helps businesses generate accurate, professional, and GST-ready invoices directly from the CRM. Sales teams can quickly create proforma invoices for quotations and convert them into tax invoices once the deal is confirmed, reducing manual work and improving billing efficiency.
This feature streamlines the complete quote-to-cash process, helping businesses improve customer experience, accelerate sales cycles, and maintain accurate financial records.
Managing invoices separately from customer data often leads to duplicate entries, missed billing opportunities, and delayed payments. BORG Sales CRM integrates invoice generation directly with customer records, sales opportunities, and quotations, allowing businesses to manage sales and billing from a single platform.
This helps sales teams improve operational efficiency while ensuring accurate documentation for customers and accounting processes.
Generate detailed proforma invoices with product information, pricing, taxes, discounts, and customer details before order confirmation.
Create professional tax invoices with GST calculations, itemized billing, and customer-specific tax information.
Access complete invoice records and transaction history directly from the customer profile.
Monitor invoice status, pending payments, approvals, and completed transactions in real time.
Automatically pull customer, quotation, and order details into invoices to eliminate repetitive data entry.
The Tax Invoice & Proforma Invoice feature is seamless with:
Together, these features provide a complete solution for managing leads, quotations, invoices, payments, and customer relationships from a single CRM platform.
