Simple Invoicing System
for small businesses
( Create ad-hoc invoice under 3 minutes )
The first step of a buyer order is to request a quotation. This document specifies the item’s price and the payment term of the intended order.
An order confirms the buyer purchase order with the detailed specification of the item purchases, along with the delivery date, address and payment terms.
As for order fulfilment, this document is used to manage deliverables allocations, and arrange for delivery and invoicing.
An invoice is a document that states the amount owed by the customer to the seller. it includes the goods or services purchased and their price.
This document is typically handled by finance bookkeepers for payment collection.
The delivery order document schedules delivery to be made to the customer, it contains a delivery date, address and the details of each item for delivery.
This document is typically handled by the logistic team after goods have been allocated to the order.
Your business is growing, but the time you spend on paperwork is preventing you from focusing on improving products and services.
Cloudby is an organized, integrated approach to help you manage your sales order process from start to finish. It keeps you updated on the progress and tracks what’s going on with your orders in one place.
A change order is a document that outlines changes made to the original order. The change order works by applying increments or reductions to the item quantity.
The processing sales orders cycle remains the same as changes are seamlessly accommodated into the process.
Advance deposits are a great way to secure a commitment from customers' orders before issuing an invoice. They're also a great way to get paid in advance, which is then knocked off the final bill.
Advance deposit uses the finance module, which is especially helpful in recognising non-taxable income.
Whenever discounts, returns or accidental over-payment occur, the credit note registers the credit amount and settles the invoice.
The credit can later be refunded to the customer or knocked off against other future invoices.
The Product Database is where you keep all of your products, categories, and other information you use to sell items. It includes product descriptions, photos, and additional tax information and can be categorized.
Products that can be physically delivered to the customer
Services types are activities that are rendered to customers
Fees types are charged to the customer that does not require a line entry in the delivery order.
Integration with Warehouse
With the inventory module, you can unlock great potential with real-time inventory, which lets you allocate outbound deliverables before the stock arrives in the warehouse.
The warehouse function organises your inventories into shelves and bins, with segregation of category, class and groups, allowing for easier organization and management. You can easily find items by serial numbers, batch numbers, expiry dates and more!
Product and Inventory
Although most product association with inventory is one-to-one mapping, there are some cases where this does not hold true. Integration with Cloudby Inventory module allows for a more flexible approach to inventory mapping.
Some products come in identical pairs that are listed as one item for sale. For example, socks, gloves and more. You can set the number of quantity and new U.O.M for product.
Bundle packages are an effective way to meet the needs of your customers and provide them with a great experience. You can bundle many SKU with different quantity into a product to create a composite product.
In some rare cases, a business might find itself selling items that are not typically part of its customer product offerings. Creating a loose-item product allows sales processing to proceed without the need for creating an individual one-time use products every time this occurs.
Product variations are a great way to simplify your ordering process when you want to offer multiple SKUs for the same product. For example, if you're selling a garment, you might have two degree of variations, one code for all of your sizes and another code for all of your colors.
Product variations can be extensive when you offer your customers the ability to customize their product. The variability of the product is defined by its bill of materials (BOM).
For example, a customer buying a custom table can select for the color of the legs, material for table top, additional shelving and drawers.
The orders are cascaded down to production, scheduling them for building and sending to the warehouse before being handed over to logistics for delivery. All of this is done in an automated fashion.
Strong customer relationships are formed by staying in touch with individual contacts, and keeping closely in touch from time to time.
The customer database keeps all the contact information for your customers to let you keep in touch with them and track their previous activity.
It comes with tools to see what products are popular among customers, and how best to follow up or send marketing materials.
Working with large companies, where there are multiple contact points and/or departments, is easier when you can easily look up information about previous interactions.
You may include the customer's branding logo or a personal profile picture to help sales team members forge a closer relationship with clients.
The Price Book allows you to re-state the selling price, and apply discounts by percentage or by value. It is a tool that will help make your customers feel as though they are valued members of your business community.
You can categorize your customers and assign a price book to those groups that automatically apply to the new prices.
Sales reporting helps you understand where your business is succeeding and where it’s failing so that you can make the right moves towards success.
Sales reports query tools help you view and sort data without sacrificing ease of use. Queries can be previewed for accuracy as you structure them.
You can export generated results to PDF files that can then be printed or shared with others. Xlsx spreadsheets are available and compatible for the pivot table function
The All-In-One Business Portal!
The days bogged down by the sheer load of paper works are over. Access the invoicing platform from the cloud, anytime and anywhere.
In just three minutes, you can create a quote for a new customer. Just click once to generate statements for an existing one.
Realtime and up-to-date
With all aspects of the business handled through the system, there is always a current and up-to-date record. Glancing at the dashboard tells you which invoices are past due, which orders have been processed and which quotes need follow-up.
Keep the source document with you
Reference files can be scanned and attached directly to the invoice document using with drag and drop feature. Then you can view various file formats without having to download them.
Why Cloudby Invoicing Solution
Cloudby Invoicing Solution is the most effective way to get rid of your hassle tracking payments and all other paper works. You can save time and scale up your business quickly.
Try Cloudby Invoicing System Today
Create ad-hoc invoice under 3 minutes
No, you don’t need to set up payment under Free Trial. You can continue using free trial as long as your usage is within the quota limit.
Yes, you can create and manage multiple organisations. You can also delegate tasks to users within your organisation.
When your monthly Journal Entries quota is used up, you cannot create or post any more Journal Entries. You need to upgrade your subscription tier to continue.
Yes, you start by downloading the predefined template, populating it with your data into the rows and cells, and then importing it into the system.
Yes, you can choose to export data based on a range of dates, customers and more, using reporting query.
Yes, we offer a payment function to handle partial knock-off and multi-payment-source, fully integrated to handle complex payment scenarios. Please enable either Business Bookkeeping Solution or Business Essentials during sign-up. It comes with a free trial as well.
Yes! Cloudby Finance Module brings you a fully integrated and real-time system. The Full-set Accounting function produces comprehensive reporting along with comparative figures, reconciliation, and period closing.
Yes, Cloudby Business Suite has many modules that help businesses in any aspect of their business operations, some of the popular ones are Fixed Asset, Payroll, Inventory, Retails ECommerce & POS, Manufacturing, and more.
Create Your Organisation Account Today!
Give it a Try!
- 50 Quotations / month
- 20 Invoices/ month
- 20 Products
- 500 Customer Accounts
- 2 Price books
- 500 MB of Storage Space
- 3 Users
- 50 Quotations /month
- 50 Invoices/month
- 250 Products
- 500 Customer Accounts
- 5 Price books
- 1 GB of Storage Space
- 10 Users
- 250 Quotations / month
- 250 Invoices/ month
- 1,000 Products
- 1,000 Customers
- 20 Price books
- 5 GB of Storage Space
- 20 Users
Cloudby & Team
We systematically digitize small businesses using our powerful business suite, to help them become more organised and operate more efficiently.
Cloudby Business Suites is a collection of applications that work together to help businesses be more successful. Our modules consist of Finance, Orders, Payroll, Retail, Inventory Production, Fixed Assets and more.