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Follow invoice activity
See financial status in the context of the order and the teams working on it.
promoxcrm feature
Connect Operations to the Numbers
Keep financial activity closer to the customers and orders behind it.
Clearer everyday workflows
Connect the operational side of an order to the financial side.
Keep invoicing, commissions and financial workflows connected to the same order information your team already uses.
- Keep financial work associated with order context
- Review invoice and payment status with operational details
- Keep commission information easier to follow
- Use reports to see activity that needs attention
Built around your workflow
Financial visibility starts with connected order details.
When invoice and commission work can be reviewed alongside the orders behind it, teams spend less time piecing together context. Confirm accounting connection scope for the tools your business uses.
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Review commission details
Keep commission information close to the sales activity it relates to.
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Understand the bigger picture
Use available reports to review financial and operational activity together.