Amber VertexEnter Billing

BILL / 01 Operations workspace

From intent
to income.

Move from quotation to order, invoice, and payment without losing the customer, terms, value, or decisions that brought the work there.

Open Billing Follow the documents
DOCUMENT DESK / FY 26
QUOTATIONQT-0264Saffron Retail₹4,75,000
SALES ORDERSO-0188Saffron RetailConfirmed
TAX INVOICEINV-2048
BILL TOSaffron Retail Private LimitedBengaluru, Karnataka
Implementation services ₹3,50,000Annual support ₹75,000Tax ₹50,000
AMOUNT DUE₹4,75,000
Lineage intact
A workspace inside the Amber Vertex business system
One commercial record01Customer context02Document lineage03Controlled totals04Visible balance

BILL / 02 The commercial chain

Four documents.
One truth.

Each step carries the facts forward. Your team can begin where the business is and keep the source visible as the transaction progresses.

01
Propose

Quotation

Terms, line items, taxes, and a customer-ready document.

02
Commit

Order

Confirm commercial intent and preserve what was agreed.

03
Account

Invoice

Issue full or partial invoices with lineage intact.

04
Reconcile

Payment

Record receipts and keep outstanding value visible.

DOCUMENT / INV-2048

Every total
has a source.

A customer-facing invoice on one side. The operational trail that explains it on the other.

Source order retained Partial invoicing supported Payments and balance visible Printable, shareable output
AMBER VERTEX
INVOICEINV-2048
ISSUED TOSaffron Retail Private LimitedGSTIN 29ABCDE1234F1Z5
ISSUED01 Aug 2026Due in 30 days
DESCRIPTIONQTYRATEAMOUNT

Implementation services1₹3,50,000₹3,50,000

Annual support1₹75,000₹75,000

Subtotal ₹4,25,000Tax ₹50,000Total due ₹4,75,000
Thank you for your business.PAYMENT PENDING

BILL / 03 Before the document

Set the rules.
Then reuse them.

Prepare the commercial foundations once so daily document work stays fast and consistent.

01

Products

Reusable items, pricing, descriptions, codes, and commercial defaults.

02

Taxes

Consistent tax treatment applied through the document lifecycle.

03

Templates

Customer-ready quotations and invoices with controlled presentation.

04

Customer context

Companies, contacts, addresses, and recipient details in the right place.

PAID ADD-ON

+ Extend Billing

Add stock
when stock matters.

Billing works independently as a commercial document workspace. Activate Inventory when products need warehouses, on-hand balances, reservations, movements, batches, valuation, and reorder planning.

Explore the Inventory add-on
Required workspaceBilling
+
Paid add-onInventory
+
Dependent add-onScanning

BILL / 04 Capability index

What lives
inside.

Nine focused capabilities. One commercial record.

  1. 01Customer records
  2. 02Quotations
  3. 03Orders
  4. 04Invoices
  5. 05Payments
  6. 06Products
  7. 07Taxes
  8. 08Billing documents
  9. 09Document templates
CONNECTED WORKSPACECRM→Billing

Start with the relationship. Carry it through to revenue.

Explore CRM

BILL / 05 Close the loop

Agreed.
Issued. Paid.

Give every commercial document a clear place in the story of the transaction.

Open Amber Vertex Billing