Evrykit Sales covers every step of your revenue cycle in a single, connected workflow. No switching between tools, no manual reconciliation — just a clean path from customer order to collected payment.
The Sales Cycle
Sales Order → Invoice → Payment → Closed
Each stage has its own status tracking. Orders move from Draft to Confirmed to Invoiced to Closed. At every point you know exactly where each deal stands.
Sales Orders
Create a sales order by selecting a customer, adding line items (products or services), applying discounts and taxes, and confirming. The system assigns a sequential order number and stamps the order date automatically.
Line items pull product details (name, unit price, UOM) from your catalogue, so pricing stays consistent. You can override prices per line when needed.
Invoicing
Convert a confirmed order to an invoice in one click. The invoice inherits all line items, customer details, and payment terms from the order. You can invoice the full order or partial quantities — useful for staged billing or partial deliveries.
Invoices carry a due date and payment terms (Net 7, Net 30, etc.) that you configure in your settings. Overdue invoices are flagged automatically in the accounts receivable view.
Customer Payments
Record full or partial payments against any invoice. Evrykit tracks the outstanding balance for you — no manual arithmetic. Partial payments create a running balance; the invoice stays open until fully settled.
Payment methods (cash, bank transfer, mobile money) are recorded for reconciliation and reporting.
Credit Memos & Refunds
Issue a credit note when a customer returns goods or receives a price adjustment. Credit notes reduce the outstanding balance or can be applied against future invoices. The accounting impact is posted automatically.
Customer Management
Every customer record stores contact details, billing and shipping addresses, and a complete transaction history — orders, invoices, payments, and credit notes — in one place.
Reports
| Report | What it shows |
|---|---|
| Sales Orders | Active, confirmed, and historical orders with status |
| Invoice Ageing | Outstanding balances grouped by overdue period |
| Customer Statement | Full transaction history for a single customer |
| Revenue by Period | Daily, weekly, or monthly revenue trends |
All sales reports support the AI Analysis panel — get trend analysis, identify your top customers, and surface overdue accounts automatically.
Connected Modules
- Inventory — order confirmation reserves stock; dispatch reduces available quantities.
- Accounting — invoices and payments post journal entries to your revenue and receivables accounts automatically.
- Point of Sale — POS receipts are a lightweight form of the same sales workflow, consolidated in reporting.
Getting Started
- Add your Customers.
- Create your first Sales Order.
- Convert it to an Invoice and send it.
- Record the Payment when it arrives.