Sales & Finance

The Finance-CRM Link

In Mashroo3, debt is not a separate manual entry. It is a live state calculated by the gap between an Order's total value and the Payment History recorded against it. 1. How Debt is Created When a salesperson creates an order, they have the option to record a Partial Payment. - Example: An order total is $100. The customer pays $40 upfront. - System Action: Mashroo3 records the $40 in your cash flow and automatically flags the remaining $60 as "Owed" by that specific customer profile. 2. The Customer Timeline Every debt-related event is persisted in the Customer CRM. When you open a customer's profile, you will see: - Owed Balance: A real-time total of all unpaid amounts across all their orders. - Relationship Context: A chronological timeline showing exactly which orders are unpaid and how long they have been outstanding. - Payment History: A ledger of every dollar paid, including dates and payment methods (Cash, Transfer, etc.).

Refunds & Returns

Use this flow when a customer returns items. How to refund 1. Open the original order. 2. Choose refund. 3. Select returned item(s) and quantity. 4. Add a reason. 5. Confirm. What happens automatically - Refund is added to order history. - Returned quantity is added back to stock. - Customer owed updates when needed. Refund rules - Cannot refund more than sold quantity. - Refund from original order for clean tracking.

Order Invoices

Mashroo3 uses order-based invoices. Flow 1. Create an order. 2. Open that order. 3. Select View Invoice. 4. See total, paid amount, and remaining amount. 5. Generate/download PDF invoice. Why this model - No separate invoice table to maintain manually. - Invoice always stays in sync with order data. - Easier tracking of payment and refund impact.

Partial Payments

Partial payment means customer pays only part of order total. How it works - At order creation, set paid to collected amount. - Mashroo3 stores the initial payment in payment history. - Remaining amount stays visible on the order. - Customer owed updates from unpaid amount. Recommended process 1. Always link partial orders to a customer. 2. Record each payment clearly with notes when possible. 3. Review owed balances daily.