XBuddy
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Order to cash

From quote to cash, no broken links

Quote, sales order, delivery, invoice and receipt follow each other — every step knows the last, and accounting never re-keys.

  • Documents generate in sequence
  • No over-shipping, no duplicate invoices
  • Cash matches receivables
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From quote to cash, no broken links

Before and after

What changes on XBuddy

Today

  • Quotes in Word, orders in spreadsheets
  • Warehouse can't see what shipped
  • Duplicate or missing invoices
  • Payments not tied to invoices

With XBuddy

  • Each document generates from the previous
  • Remaining quantities update per delivery
  • Invoicing beyond delivered is blocked
  • Receipts offset the right invoices

The flow

5 steps, one continuous record

  1. 1

    Quote

    Quotes from price lists, linked to the opportunity.

    CRM →
    Quote — CRM
  2. 2

    Sales order

    Order from the quote, stock reserved, deposit taken.

    Sales →
    Sales order — Sales
  3. 3

    Issue & deliver

    Issue from the order with cost posted automatically.

    Inventory →
    Issue & deliver — Inventory
  4. 4

    Invoice & collect

    Invoice from delivery, receipts and reminders.

    Finance →
    Invoice & collect — Finance
  5. 5

    Post

    Revenue, COGS and receivables match the ledger.

    Accounting →
    Post — Accounting

Handled out of the box

Hard questions XBuddy already answers

Two people create an invoice from the same order?The source is locked; the second attempt is refused — no duplicate invoice.See the how-to →Customer returns goods after invoicing?The return restocks at original cost and issues a credit note against the balance.See the how-to →Deliver and invoice in stages?Each invoice covers delivered-not-yet-invoiced quantity, never beyond the order.See the how-to →Void a paid invoice and keep the books balanced?Handle the receipt first, then void to reverse the original entry with a reason.See the how-to →Which buttons show on a sales order?Only actions valid for its status — fully delivered means no Deliver button.See the how-to →

What’s inside

Apps and AI assistants involved

CRMContacts, leads and customer relationships.SalesQuotes, orders and commission tracking.InventoryStock, warehouses and goods movements.FinanceInvoices, expenses and purchase orders.AccountingJournal entries, general ledger and reconciliation.AI assistantDeal AssistantProcess-aware agent tracking deal lifecycle, identifying stale deals and proposing follow-up actionsAI assistantInvoice AR AssistantProcess-aware AR assistant that understands the invoice collection lifecycle, assesses payment risk, and proposes the right action at the right time.AI assistantJournal Entry AssistantProcess-aware agent tracking journal entry lifecycle, flagging drafts left unposted

FAQ

Frequently asked

Service orders without stock?

Yes, service lines go straight to invoice.

Automatic dunning?

Yes, scheduled reminders plus AI aging analysis.

Issue e-invoices from invoices?

Yes, via your connected e-invoice provider.

See this flow on your own data

A thirty-minute demo focused on the process you are actually stuck on.

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